Kingswood Wealth Advisors’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 | $3.24M | Sell |
11,098
-255
| -2% | -$74.4K | 0.26% | 90 |
|
|
2025
Q1 | $3.09M | Sell |
11,353
-1,005
| -8% | -$274K | 0.28% | 84 |
|
|
2024
Q4 | $3.26M | Sell |
12,358
-80
| -0.6% | -$21.1K | 0.24% | 88 |
|
|
2024
Q3 | $3.76M | Buy |
12,438
+878
| +8% | +$265K | 0.27% | 82 |
|
|
2024
Q2 | $3.35M | Buy |
11,560
+5,409
| +88% | +$1.57M | 0.3% | 73 |
|
|
2024
Q1 | $1.74M | Sell |
6,151
-4,629
| -43% | -$1.31M | 0.2% | 123 |
|
|
2023
Q4 | $2.8M | Buy |
10,780
+2,500
| +30% | +$649K | 0.32% | 67 |
|
|
2023
Q3 | $2.23M | Sell |
8,280
-1,604
| -16% | -$432K | 0.38% | 69 |
|
|
2023
Q2 | $2.13M | Buy |
+9,884
| New | +$2.13M | 0.68% | 37 |
|