KMWM
GD icon

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

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return