Journey Strategic Wealth’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 | $640K | Buy |
2,194
+775
| +55% | +$226K | 0.02% | 243 |
|
|
2025
Q1 | $387K | Buy |
1,419
+106
| +8% | +$28.9K | 0.01% | 280 |
|
|
2024
Q4 | $346K | Sell |
1,313
-88
| -6% | -$23.2K | 0.01% | 300 |
|
|
2024
Q3 | $423K | Buy |
1,401
+115
| +9% | +$34.8K | 0.02% | 253 |
|
|
2024
Q2 | $373K | Buy |
+1,286
| New | +$373K | 0.02% | 207 |
|
|
2023
Q2 | – | Sell |
-1,325
| Closed | -$302K | – | 230 |
|
|
2023
Q1 | $302K | Sell |
1,325
-134
| -9% | -$30.6K | 0.03% | 153 |
|
|
2022
Q4 | $362K | Buy |
1,459
+105
| +8% | +$26.1K | 0.04% | 127 |
|
|
2022
Q3 | $287K | Buy |
+1,354
| New | +$287K | 0.04% | 108 |
|
|
2022
Q2 | – | Sell |
-1,268
| Closed | -$305K | – | 159 |
|
|
2022
Q1 | $305K | Sell |
1,268
-30
| -2% | -$7.22K | 0.03% | 96 |
|
|
2021
Q4 | $271K | Buy |
+1,298
| New | +$271K | 0.03% | 136 |
|