LWAM
Legacy Wealth Asset Management’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Buy |
2,145
+13
| +0.6% | +$3.79K | 0.16% | 204 |
|
|
2025
Q1 | $581K | Buy |
2,132
+1
| +0% | +$273 | 0.16% | 211 |
|
|
2024
Q4 | $561K | Sell |
2,131
-7
| -0.3% | -$1.84K | 0.15% | 220 |
|
|
2024
Q3 | $646K | Buy |
2,138
+2
| +0.1% | +$604 | 0.17% | 192 |
|
|
2024
Q2 | $620K | Buy |
2,136
+13
| +0.6% | +$3.77K | 0.17% | 185 |
|
|
2024
Q1 | $600K | Buy |
2,123
+15
| +0.7% | +$4.24K | 0.17% | 192 |
|
|
2023
Q4 | $547K | Sell |
2,108
-6
| -0.3% | -$1.56K | 0.18% | 200 |
|
|
2023
Q3 | $467K | Buy |
2,114
+26
| +1% | +$5.75K | 0.17% | 211 |
|
|
2023
Q2 | $449K | Buy |
2,088
+20
| +1% | +$4.3K | 0.16% | 222 |
|
|
2023
Q1 | $472K | Buy |
2,068
+4
| +0.2% | +$913 | 0.17% | 203 |
|
|
2022
Q4 | $512K | Sell |
2,064
-12
| -0.6% | -$2.98K | 0.2% | 173 |
|
|
2022
Q3 | $440K | Buy |
2,076
+620
| +43% | +$131K | 0.19% | 182 |
|
|
2022
Q2 | $322K | Sell |
1,456
-33
| -2% | -$7.3K | 0.13% | 222 |
|
|
2022
Q1 | $359K | Sell |
1,489
-420
| -22% | -$101K | 0.13% | 226 |
|
|
2021
Q4 | $398K | Buy |
1,909
+76
| +4% | +$15.8K | 0.13% | 228 |
|
|
2021
Q3 | $359K | Sell |
1,833
-722
| -28% | -$141K | 0.16% | 218 |
|
|
2021
Q2 | $481K | Sell |
2,555
-161
| -6% | -$30.3K | 0.21% | 176 |
|
|
2021
Q1 | $493K | Buy |
2,716
+64
| +2% | +$11.6K | 0.23% | 173 |
|
|
2020
Q4 | $395K | Buy |
+2,652
| New | +$395K | 0.2% | 193 |
|