MHS
GD icon

M Holdings Securities’s General Dynamics GD Stock Holding History

M Holdings Securities’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Hold
0
– – – 238
2023
Q2 		– Hold
0
– – – 340
2023
Q1 		– Sell
-2,866
Closed -$662K – 517
2022
Q4 		$711K Buy
2,866
+32
+1% +$7.81K 0.07% 195
2022
Q3 		$601K Buy
2,834
+58
+2% +$13.1K 0.07% 209
2022
Q2 		$614K Sell
2,776
-186
-6% -$42.8K 0.06% 213
2022
Q1 		$714K Buy
+2,962
New +$658K 0.05% 230
2021
Q2 		– Sell
-3,976
Closed -$722K – 328
2021
Q1 		$722K Buy
+3,976
New +$650K 0.07% 236
2019
Q2 		– Sell
-1,713
Closed -$290K – 230
2019
Q1 		$290K Sell
1,713
-2,704
-61% -$456K 0.07% 284
2018
Q4 		$694K Sell
4,417
-154
-3% -$27.6K 0.22% 129
2018
Q3 		$936K Buy
4,571
+42
+0.9% +$8.22K 0.25% 106
2018
Q2 		$844K Buy
4,529
+3,289
+265% +$673K 0.23% 123
2018
Q1 		$274K Buy
+1,240
New +$270K 0.08% 262
2017
Q4 		– Sell
-1,171
Closed -$241K – 317
2017
Q3 		$241K Buy
1,171
+15
+1% +$3.01K 0.08% 273
2017
Q2 		$229K Buy
+1,156
New +$226K 0.08% 263
2014
Q4 		– Sell
-1,285
Closed -$157K – 268
2014
Q3 		$157K Buy
+1,285
New +$156K 0.09% 215

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return