LWA
Lineweaver Wealth Advisors’s General Dynamics GD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $226K | Sell |
774
-13
| -2% | -$3.79K | 0.04% | 146 |
|
2025
Q1 | $215K | Buy |
787
+7
| +0.9% | +$1.91K | 0.04% | 134 |
|
2024
Q4 | $206K | Buy |
+780
| New | +$206K | 0.04% | 131 |
|
2023
Q1 | – | Sell |
-3,979
| Closed | -$989K | – | 133 |
|
2022
Q4 | $989K | Sell |
3,979
-69
| -2% | -$17.2K | 0.3% | 65 |
|
2022
Q3 | $858K | Buy |
4,048
+424
| +12% | +$89.9K | 0.28% | 66 |
|
2022
Q2 | $801K | Buy |
+3,624
| New | +$801K | 0.26% | 65 |
|