Kerntke Otto McGlone Wealth Management Group’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 | $243K | Buy |
834
+12
| +1% | +$3.5K | 0.19% | 75 |
|
|
2025
Q1 | $224K | Buy |
822
+5
| +0.6% | +$1.36K | 0.2% | 75 |
|
|
2024
Q4 | $216K | Buy |
817
+11
| +1% | +$2.9K | 0.16% | 76 |
|
|
2024
Q3 | $244K | Sell |
806
-97
| -11% | -$29.3K | 0.2% | 72 |
|
|
2024
Q2 | $262K | Buy |
903
+4
| +0.4% | +$1.16K | 0.24% | 62 |
|
|
2024
Q1 | $254K | Buy |
899
+24
| +3% | +$6.78K | 0.25% | 58 |
|
|
2023
Q4 | $227K | Buy |
+875
| New | +$227K | 0.23% | 60 |
|
|
2023
Q1 | – | Sell |
-811
| Closed | -$201K | – | 80 |
|
|
2022
Q4 | $201K | Buy |
+811
| New | +$201K | 0.23% | 62 |
|
|
2022
Q2 | – | Sell |
-908
| Closed | -$219K | – | 56 |
|
|
2022
Q1 | $219K | Sell |
908
-216
| -19% | -$52.1K | 0.5% | 32 |
|
|
2021
Q4 | $234K | Buy |
1,124
+6
| +0.5% | +$1.25K | 0.29% | 59 |
|
|
2021
Q3 | $219K | Sell |
1,118
-224
| -17% | -$43.9K | 0.65% | 33 |
|
|
2021
Q2 | $253K | Buy |
1,342
+115
| +9% | +$21.7K | 0.1% | 115 |
|
|
2021
Q1 | $223K | Buy |
+1,227
| New | +$223K | 0.12% | 114 |
|