Jeppson Wealth Management’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
1,280
-6
| -0.5% | -$1.75K | 0.13% | 143 |
|
|
2025
Q1 | $351K | Buy |
1,286
+328
| +34% | +$89.4K | 0.13% | 143 |
|
|
2024
Q4 | $252K | Buy |
958
+3
| +0.3% | +$790 | 0.09% | 171 |
|
|
2024
Q3 | $289K | Buy |
955
+35
| +4% | +$10.6K | 0.1% | 160 |
|
|
2024
Q2 | $267K | Sell |
920
-5
| -0.5% | -$1.45K | 0.1% | 164 |
|
|
2024
Q1 | $261K | Hold |
925
| – | – | 0.1% | 168 |
|
|
2023
Q4 | $240K | Hold |
925
| – | – | 0.1% | 174 |
|
|
2023
Q3 | $204K | Buy |
+925
| New | +$204K | 0.09% | 172 |
|
|
2023
Q2 | – | Sell |
-955
| Closed | -$218K | – | 195 |
|
|
2023
Q1 | $218K | Hold |
955
| – | – | 0.09% | 180 |
|
|
2022
Q4 | $237K | Hold |
955
| – | – | 0.1% | 179 |
|
|
2022
Q3 | $203K | Hold |
955
| – | – | 0.09% | 180 |
|
|
2022
Q2 | $211K | Buy |
+955
| New | +$211K | 0.09% | 177 |
|
|
2020
Q4 | – | Sell |
-606
| Closed | -$84K | – | 241 |
|
|
2020
Q3 | $84K | Buy |
+606
| New | +$84K | 0.07% | 182 |
|