KMG Fiduciary Partners’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 | $5.29M | Buy |
18,131
+479
| +3% | +$140K | 0.39% | 62 |
|
|
2025
Q1 | $4.81M | Buy |
17,652
+772
| +5% | +$210K | 0.4% | 65 |
|
|
2024
Q4 | $4.45M | Buy |
16,880
+924
| +6% | +$243K | 0.37% | 71 |
|
|
2024
Q3 | $4.82M | Buy |
15,956
+340
| +2% | +$103K | 0.42% | 61 |
|
|
2024
Q2 | $4.53M | Buy |
15,616
+137
| +0.9% | +$39.7K | 0.45% | 55 |
|
|
2024
Q1 | $4.37M | Buy |
15,479
+286
| +2% | +$80.8K | 0.45% | 55 |
|
|
2023
Q4 | $3.95M | Sell |
15,193
-17
| -0.1% | -$4.41K | 0.46% | 59 |
|
|
2023
Q3 | $3.36M | Sell |
15,210
-342
| -2% | -$75.6K | 0.44% | 59 |
|
|
2023
Q2 | $3.35M | Buy |
15,552
+332
| +2% | +$71.4K | 0.43% | 61 |
|
|
2023
Q1 | $3.47M | Buy |
15,220
+757
| +5% | +$173K | 0.5% | 55 |
|
|
2022
Q4 | $3.59M | Buy |
14,463
+1,244
| +9% | +$309K | 0.59% | 52 |
|
|
2022
Q3 | $2.81M | Buy |
13,219
+424
| +3% | +$90K | 0.54% | 54 |
|
|
2022
Q2 | $2.83M | Buy |
12,795
+668
| +6% | +$148K | 0.53% | 48 |
|
|
2022
Q1 | $2.93M | Buy |
12,127
+2,105
| +21% | +$508K | 0.47% | 54 |
|
|
2021
Q4 | $2.09M | Buy |
10,022
+600
| +6% | +$125K | 0.32% | 79 |
|
|
2021
Q3 | $1.85M | Buy |
9,422
+434
| +5% | +$85.1K | 0.31% | 78 |
|
|
2021
Q2 | $1.69M | Buy |
8,988
+304
| +4% | +$57.2K | 0.3% | 74 |
|
|
2021
Q1 | $1.58M | Buy |
8,684
+1,131
| +15% | +$205K | 0.31% | 73 |
|
|
2020
Q4 | $1.1M | Buy |
7,553
+371
| +5% | +$54.2K | 0.23% | 91 |
|
|
2020
Q3 | $994K | Buy |
7,182
+127
| +2% | +$17.6K | 0.25% | 80 |
|
|
2020
Q2 | $1.05M | Buy |
7,055
+512
| +8% | +$76.5K | 0.29% | 72 |
|
|
2020
Q1 | $866K | Buy |
6,543
+245
| +4% | +$32.4K | 0.28% | 71 |
|
|
2019
Q4 | $1.11M | Buy |
6,298
+150
| +2% | +$26.5K | 0.34% | 55 |
|
|
2019
Q3 | $1.12M | Hold |
6,148
| – | – | 0.38% | 50 |
|
|
2019
Q2 | $1.12M | Hold |
6,148
| – | – | 0.4% | 48 |
|
|
2019
Q1 | $1.04M | Hold |
6,148
| – | – | 0.4% | 53 |
|
|
2018
Q4 | $967K | Buy |
+6,148
| New | +$967K | 0.44% | 46 |
|