Marcum Wealth’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $232K | Sell |
852
-97
| -10% | -$26.4K | 0.02% | 339 |
|
|
2024
Q4 | $250K | Buy |
949
+5
| +0.5% | +$1.32K | 0.02% | 321 |
|
|
2024
Q3 | $285K | Sell |
944
-15
| -2% | -$4.53K | 0.03% | 297 |
|
|
2024
Q2 | $278K | Buy |
959
+13
| +1% | +$3.77K | 0.03% | 285 |
|
|
2024
Q1 | $267K | Buy |
946
+10
| +1% | +$2.83K | 0.03% | 291 |
|
|
2023
Q4 | $243K | Sell |
936
-15
| -2% | -$3.9K | 0.03% | 299 |
|
|
2023
Q3 | $210K | Sell |
951
-53
| -5% | -$11.7K | 0.03% | 308 |
|
|
2023
Q2 | $216K | Buy |
1,004
+51
| +5% | +$11K | 0.03% | 319 |
|
|
2023
Q1 | $217K | Buy |
+953
| New | +$217K | 0.03% | 308 |
|
|
2022
Q2 | – | Sell |
-846
| Closed | -$204K | – | 396 |
|
|
2022
Q1 | $204K | Sell |
846
-417
| -33% | -$101K | 0.03% | 317 |
|
|
2021
Q4 | $263K | Sell |
1,263
-71
| -5% | -$14.8K | 0.04% | 282 |
|
|
2021
Q3 | $261K | Buy |
1,334
+45
| +3% | +$8.8K | 0.04% | 261 |
|
|
2021
Q2 | $243K | Buy |
1,289
+2
| +0.2% | +$377 | 0.04% | 249 |
|
|
2021
Q1 | $234K | Buy |
+1,287
| New | +$234K | 0.04% | 257 |
|