JWA
JFS Wealth Advisors’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
1,149
+1
| +0.1% | +$292 | 0.02% | 247 |
|
|
2025
Q1 | $313K | Sell |
1,148
-71
| -6% | -$19.4K | 0.02% | 252 |
|
|
2024
Q4 | $321K | Hold |
1,219
| – | – | 0.02% | 243 |
|
|
2024
Q3 | $368K | Buy |
1,219
+3
| +0.2% | +$907 | 0.02% | 225 |
|
|
2024
Q2 | $353K | Sell |
1,216
-35
| -3% | -$10.2K | 0.03% | 179 |
|
|
2024
Q1 | $353K | Sell |
1,251
-35
| -3% | -$9.89K | 0.03% | 186 |
|
|
2023
Q4 | $334K | Buy |
1,286
+13
| +1% | +$3.38K | 0.03% | 175 |
|
|
2023
Q3 | $281K | Sell |
1,273
-30
| -2% | -$6.63K | 0.03% | 185 |
|
|
2023
Q2 | $280K | Sell |
1,303
-135
| -9% | -$29K | 0.03% | 185 |
|
|
2023
Q1 | $328K | Sell |
1,438
-73
| -5% | -$16.7K | 0.03% | 169 |
|
|
2022
Q4 | $375K | Sell |
1,511
-10
| -0.7% | -$2.48K | 0.04% | 165 |
|
|
2022
Q3 | $323K | Sell |
1,521
-102
| -6% | -$21.7K | 0.04% | 175 |
|
|
2022
Q2 | $359K | Sell |
1,623
-88
| -5% | -$19.5K | 0.04% | 160 |
|
|
2022
Q1 | $413K | Buy |
1,711
+40
| +2% | +$9.66K | 0.04% | 174 |
|
|
2021
Q4 | $348K | Buy |
1,671
+23
| +1% | +$4.79K | 0.03% | 182 |
|
|
2021
Q3 | $323K | Buy |
1,648
+250
| +18% | +$49K | 0.03% | 178 |
|
|
2021
Q2 | $263K | Sell |
1,398
-13
| -0.9% | -$2.45K | 0.04% | 149 |
|
|
2021
Q1 | $256K | Sell |
1,411
-84
| -6% | -$15.2K | 0.05% | 132 |
|
|
2020
Q4 | $222K | Buy |
1,495
+146
| +11% | +$21.7K | 0.05% | 136 |
|
|
2020
Q3 | $187K | Hold |
1,349
| – | – | 0.04% | 142 |
|
|
2020
Q2 | $202K | Sell |
1,349
-754
| -36% | -$113K | 0.05% | 136 |
|
|
2020
Q1 | $278K | Hold |
2,103
| – | – | 0.08% | 104 |
|
|
2019
Q4 | $371K | Hold |
2,103
| – | – | 0.09% | 105 |
|
|
2019
Q3 | $384K | Sell |
2,103
-216
| -9% | -$39.4K | 0.1% | 106 |
|
|
2019
Q2 | $422K | Hold |
2,319
| – | – | 0.11% | 100 |
|
|
2019
Q1 | $393K | Hold |
2,319
| – | – | 0.1% | 102 |
|
|
2018
Q4 | $365K | Hold |
2,319
| – | – | 0.1% | 102 |
|
|
2018
Q3 | $475K | Hold |
2,319
| – | – | 0.12% | 94 |
|
|
2018
Q2 | $432K | Buy |
2,319
+69
| +3% | +$12.9K | 0.11% | 97 |
|
|
2018
Q1 | $497K | Hold |
2,250
| – | – | 0.13% | 87 |
|
|
2017
Q4 | $458K | Hold |
2,250
| – | – | 0.11% | 93 |
|
|
2017
Q3 | $463K | Hold |
2,250
| – | – | 0.12% | 86 |
|
|
2017
Q2 | $446K | Hold |
2,250
| – | – | 0.12% | 80 |
|
|
2017
Q1 | $388K | Hold |
2,250
| – | – | 0.11% | 96 |
|
|
2016
Q4 | $388K | Hold |
2,250
| – | – | 0.11% | 96 |
|
|
2016
Q3 | $349K | Hold |
2,250
| – | – | 0.1% | 97 |
|
|
2016
Q2 | $313K | Sell |
2,250
-16
| -0.7% | -$2.23K | 0.09% | 124 |
|
|
2016
Q1 | $298K | Buy |
2,266
+16
| +0.7% | +$2.1K | 0.09% | 105 |
|
|
2015
Q4 | $309K | Hold |
2,250
| – | – | 0.09% | 107 |
|
|
2015
Q3 | $310K | Sell |
2,250
-345
| -13% | -$47.5K | 0.14% | 81 |
|
|
2015
Q2 | $368K | Hold |
2,595
| – | – | 0.19% | 62 |
|
|
2015
Q1 | $352K | Sell |
2,595
-5
| -0.2% | -$678 | 0.17% | 66 |
|
|
2014
Q4 | $358K | Hold |
2,600
| – | – | 0.06% | 62 |
|
|
2014
Q3 | $330K | Hold |
2,600
| – | – | 0.06% | 55 |
|
|
2014
Q2 | $303K | Buy |
2,600
+139
| +6% | +$16.2K | 0.06% | 60 |
|
|
2014
Q1 | $268K | Hold |
2,461
| – | – | 0.15% | 93 |
|
|
2013
Q4 | $235K | Sell |
2,461
-466
| -16% | -$44.5K | 0.1% | 113 |
|
|
2013
Q3 | $256K | Hold |
2,927
| – | – | 0.12% | 101 |
|
|
2013
Q2 | $229K | Buy |
+2,927
| New | +$229K | 0.12% | 101 |
|