Keudell/Morrison Wealth Management’s General Dynamics GD Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio GD Stock Details GD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-676	Closed	-$204K	–	228
2024 Q3	$204K	Sell	676 -47	-7%	-$13.8K	0.06%	208
2024 Q2	$210K	Hold	723	–	–	0.06%	195
2024 Q1	$204K	Buy	+723	New	+$193K	0.06%	199
2022 Q2	–	Sell	-933	Closed	-$225K	–	176
2022 Q1	$225K	Sell	933 -321	-26%	-$71.3K	0.09%	163
2021 Q4	$261K	Buy	1,254 +45	+4%	+$9.09K	0.1%	156
2021 Q3	$237K	Sell	1,209 -10	-0.8%	-$1.96K	0.1%	155
2021 Q2	$229K	Sell	1,219 -1	-0.1%	-$189	0.13%	155
2021 Q1	$222K	Buy	+1,220	New	+$199K	0.13%	154

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Keudell/Morrison Wealth Management's GD Position: Q4 2024 in Review

Keudell/Morrison Wealth Management sold out of General Dynamics (GD) in Q4 2024, closing a stake of 676 shares — an estimated $204K sold.

Keudell/Morrison Wealth Management first reported a position in GD in Q1 2021 and held it in 8 quarters. The position peaked at $261K in Q4 2021. 1,849 funds tracked by Wall St. Rank hold GD as of Q4 2024.

Keudell/Morrison Wealth Management reported no remaining General Dynamics position as of Q4 2024 after selling out during the quarter.
Keudell/Morrison Wealth Management sold 676 General Dynamics shares in Q4 2024, an estimated $204K.
Keudell/Morrison Wealth Management first reported a position in General Dynamics in Q1 2021 and held it in 8 quarters.
Keudell/Morrison Wealth Management's General Dynamics position peaked at $261K in Q4 2021.
1,849 funds tracked by Wall St. Rank held General Dynamics as of Q4 2024.

Based on Keudell/Morrison Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.