Kovitz Investment Group 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 | $8.85M | Sell |
30,356
-6,193
| -17% | -$1.81M | 0.04% | 336 |
|
2025
Q1 | $9.96M | Sell |
36,549
-788
| -2% | -$215K | 0.05% | 268 |
|
2024
Q4 | $9.84M | Buy |
37,337
+336
| +0.9% | +$88.5K | 0.05% | 268 |
|
2024
Q3 | $10.3M | Buy |
37,001
+19,932
| +117% | +$5.55M | 0.07% | 219 |
|
2024
Q2 | $4.95M | Buy |
17,069
+665
| +4% | +$193K | 0.04% | 293 |
|
2024
Q1 | $4.63M | Buy |
16,404
+4,070
| +33% | +$1.15M | 0.06% | 210 |
|
2023
Q4 | $3.2M | Sell |
12,334
-206
| -2% | -$53.5K | 0.05% | 199 |
|
2023
Q3 | $2.77M | Sell |
12,540
-694
| -5% | -$153K | 0.05% | 201 |
|
2023
Q2 | $2.85M | Buy |
13,234
+224
| +2% | +$48.2K | 0.04% | 210 |
|
2023
Q1 | $2.97M | Buy |
13,010
+147
| +1% | +$33.5K | 0.05% | 204 |
|
2022
Q4 | $3.19M | Sell |
12,863
-396
| -3% | -$98.3K | 0.06% | 200 |
|
2022
Q3 | $2.81M | Sell |
13,259
-159
| -1% | -$33.7K | 0.07% | 197 |
|
2022
Q2 | $2.97M | Sell |
13,418
-2,177
| -14% | -$482K | 0.07% | 203 |
|
2022
Q1 | $3.76M | Sell |
15,595
-19,882
| -56% | -$4.79M | 0.07% | 194 |
|
2021
Q4 | $5.28M | Buy |
35,477
+15,892
| +81% | +$2.37M | 0.12% | 117 |
|
2021
Q3 | $3.84M | Sell |
19,585
-7,782
| -28% | -$1.53M | 0.08% | 176 |
|
2021
Q2 | $5.15M | Sell |
27,367
-6,298
| -19% | -$1.19M | 0.1% | 148 |
|
2021
Q1 | $6.11M | Sell |
33,665
-1,811
| -5% | -$329K | 0.14% | 109 |
|
2020
Q4 | $5.28M | Buy |
35,476
+6,761
| +24% | +$1.01M | 0.13% | 113 |
|
2020
Q3 | $3.98M | Buy |
28,715
+17,412
| +154% | +$2.41M | 0.11% | 127 |
|
2020
Q2 | $1.69M | Buy |
11,303
+594
| +6% | +$88.8K | 0.05% | 197 |
|
2020
Q1 | $1.42M | Buy |
10,709
+907
| +9% | +$120K | 0.05% | 205 |
|
2019
Q4 | $1.73M | Buy |
+9,802
| New | +$1.73M | 0.05% | 209 |
|