Keudell/Morrison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-676
| Closed | -$204K | – | 228 |
|
|
2024
Q3 | $204K | Sell |
676
-47
| -7% | -$14.2K | 0.06% | 208 |
|
|
2024
Q2 | $210K | Hold |
723
| – | – | 0.06% | 195 |
|
|
2024
Q1 | $204K | Buy |
+723
| New | +$204K | 0.06% | 199 |
|
|
2022
Q2 | – | Sell |
-933
| Closed | -$225K | – | 176 |
|
|
2022
Q1 | $225K | Sell |
933
-321
| -26% | -$77.4K | 0.09% | 163 |
|
|
2021
Q4 | $261K | Buy |
1,254
+45
| +4% | +$9.37K | 0.1% | 155 |
|
|
2021
Q3 | $237K | Sell |
1,209
-10
| -0.8% | -$1.96K | 0.1% | 155 |
|
|
2021
Q2 | $229K | Sell |
1,219
-1
| -0.1% | -$188 | 0.13% | 155 |
|
|
2021
Q1 | $222K | Buy |
+1,220
| New | +$222K | 0.13% | 153 |
|