KPWS
Kestra Private Wealth Services’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Buy |
54,404
+1,661
| +3% | +$484K | 0.23% | 95 |
|
|
2025
Q1 | $14.4M | Buy |
52,743
+1,590
| +3% | +$433K | 0.24% | 88 |
|
|
2024
Q4 | $13.5M | Buy |
51,153
+3,465
| +7% | +$913K | 0.23% | 91 |
|
|
2024
Q3 | $14.4M | Sell |
47,688
-3,025
| -6% | -$914K | 0.26% | 82 |
|
|
2024
Q2 | $14.7M | Sell |
50,713
-1,657
| -3% | -$481K | 0.29% | 72 |
|
|
2024
Q1 | $14.8M | Sell |
52,370
-288
| -0.5% | -$81.4K | 0.33% | 68 |
|
|
2023
Q4 | $13.7M | Buy |
52,658
+5,140
| +11% | +$1.33M | 0.35% | 67 |
|
|
2023
Q3 | $10.5M | Buy |
47,518
+4,024
| +9% | +$889K | 0.33% | 73 |
|
|
2023
Q2 | $9.36M | Buy |
43,494
+1,197
| +3% | +$258K | 0.32% | 78 |
|
|
2023
Q1 | $9.65M | Buy |
42,297
+7,478
| +21% | +$1.71M | 0.38% | 65 |
|
|
2022
Q4 | $8.64M | Buy |
34,819
+9,038
| +35% | +$2.24M | 0.44% | 57 |
|
|
2022
Q3 | $5.47M | Buy |
25,781
+2,250
| +10% | +$477K | 0.32% | 82 |
|
|
2022
Q2 | $5.21M | Buy |
23,531
+11,477
| +95% | +$2.54M | 0.3% | 87 |
|
|
2022
Q1 | $2.91M | Sell |
12,054
-629
| -5% | -$152K | 0.14% | 160 |
|
|
2021
Q4 | $2.64M | Buy |
12,683
+1,960
| +18% | +$409K | 0.13% | 172 |
|
|
2021
Q3 | $2.1M | Buy |
10,723
+817
| +8% | +$160K | 0.12% | 191 |
|
|
2021
Q2 | $1.87M | Buy |
9,906
+70
| +0.7% | +$13.2K | 0.11% | 204 |
|
|
2021
Q1 | $1.79M | Buy |
9,836
+106
| +1% | +$19.2K | 0.12% | 188 |
|
|
2020
Q4 | $1.44M | Buy |
9,730
+304
| +3% | +$45.1K | 0.11% | 204 |
|
|
2020
Q3 | $1.31M | Buy |
+9,426
| New | +$1.31M | 0.11% | 197 |
|