LA
LVW Advisors’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Sell |
8,219
-1,194
| -13% | -$348K | 0.26% | 51 |
|
|
2025
Q1 | $2.57M | Sell |
9,413
-1,360
| -13% | -$371K | 0.31% | 43 |
|
|
2024
Q4 | $2.84M | Sell |
10,773
-471
| -4% | -$124K | 0.34% | 44 |
|
|
2024
Q3 | $3.4M | Sell |
11,244
-257
| -2% | -$77.7K | 0.43% | 36 |
|
|
2024
Q2 | $3.34M | Sell |
11,501
-26
| -0.2% | -$7.54K | 0.49% | 31 |
|
|
2024
Q1 | $3.26M | Sell |
11,527
-1,470
| -11% | -$415K | 0.55% | 32 |
|
|
2023
Q4 | $3.37M | Sell |
12,997
-3,448
| -21% | -$895K | 0.63% | 29 |
|
|
2023
Q3 | $3.63M | Sell |
16,445
-3,352
| -17% | -$741K | 0.75% | 27 |
|
|
2023
Q2 | $4.26M | Sell |
19,797
-995
| -5% | -$214K | 0.82% | 24 |
|
|
2023
Q1 | $4.74M | Buy |
20,792
+30
| +0.1% | +$6.85K | 0.93% | 22 |
|
|
2022
Q4 | $5.15M | Sell |
20,762
-82
| -0.4% | -$20.3K | 1.05% | 17 |
|
|
2022
Q3 | $4.42M | Buy |
20,844
+368
| +2% | +$78.1K | 0.99% | 20 |
|
|
2022
Q2 | $4.53M | Sell |
20,476
-250
| -1% | -$55.3K | 0.92% | 24 |
|
|
2022
Q1 | $5M | Sell |
20,726
-2,122
| -9% | -$512K | 0.85% | 25 |
|
|
2021
Q4 | $4.76M | Sell |
22,848
-1,507
| -6% | -$314K | 0.81% | 30 |
|
|
2021
Q3 | $4.77M | Buy |
24,355
+105
| +0.4% | +$20.6K | 0.82% | 30 |
|
|
2021
Q2 | $4.57M | Buy |
24,250
+42
| +0.2% | +$7.91K | 0.81% | 33 |
|
|
2021
Q1 | $4.4M | Buy |
24,208
+2,584
| +12% | +$469K | 0.84% | 32 |
|
|
2020
Q4 | $3.22M | Buy |
21,624
+82
| +0.4% | +$12.2K | 0.65% | 40 |
|
|
2020
Q3 | $2.98M | Buy |
21,542
+1,887
| +10% | +$261K | 0.66% | 42 |
|
|
2020
Q2 | $2.94M | Buy |
19,655
+3,779
| +24% | +$565K | 0.71% | 43 |
|
|
2020
Q1 | $2.1M | Buy |
15,876
+1,817
| +13% | +$240K | 0.56% | 51 |
|
|
2019
Q4 | $2.48M | Buy |
14,059
+2,382
| +20% | +$420K | 0.56% | 51 |
|
|
2019
Q3 | $2.13M | Buy |
11,677
+8,381
| +254% | +$1.53M | 0.53% | 53 |
|
|
2019
Q2 | $599K | Buy |
3,296
+82
| +3% | +$14.9K | 0.17% | 83 |
|
|
2019
Q1 | $544K | Buy |
3,214
+691
| +27% | +$117K | 0.15% | 96 |
|
|
2018
Q4 | $397K | Sell |
2,523
-7,747
| -75% | -$1.22M | 0.13% | 96 |
|
|
2018
Q3 | $2.1M | Buy |
10,270
+20
| +0.2% | +$4.09K | 0.59% | 43 |
|
|
2018
Q2 | $1.91M | Sell |
10,250
-286
| -3% | -$53.3K | 0.61% | 41 |
|
|
2018
Q1 | $2.33M | Sell |
10,536
-42
| -0.4% | -$9.28K | 0.72% | 35 |
|
|
2017
Q4 | $2.15M | Buy |
10,578
+2,598
| +33% | +$529K | 0.63% | 41 |
|
|
2017
Q3 | $1.64M | Buy |
7,980
+6,725
| +536% | +$1.38M | 0.65% | 36 |
|
|
2017
Q2 | $249K | Sell |
1,255
-163
| -11% | -$32.3K | 0.09% | 110 |
|
|
2017
Q1 | $265K | Hold |
1,418
| – | – | 0.1% | 109 |
|
|
2016
Q4 | $245K | Hold |
1,418
| – | – | 0.09% | 128 |
|
|
2016
Q3 | $220K | Buy |
+1,418
| New | +$220K | 0.07% | 129 |
|