MSFP
Mark Sheptoff Financial Planning’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Hold |
7,941
| – | – | 1.23% | 19 |
|
|
2025
Q1 | $2.16M | Hold |
7,941
| – | – | 1.19% | 21 |
|
|
2024
Q4 | $2.09M | Sell |
7,941
-50
| -0.6% | -$13.2K | 1.12% | 20 |
|
|
2024
Q3 | $2.41M | Hold |
7,991
| – | – | 1.28% | 16 |
|
|
2024
Q2 | $2.32M | Hold |
7,991
| – | – | 1.3% | 14 |
|
|
2024
Q1 | $2.26M | Hold |
7,991
| – | – | 1.25% | 17 |
|
|
2023
Q4 | $2.07M | Hold |
7,991
| – | – | 1.25% | 17 |
|
|
2023
Q3 | $1.77M | Hold |
7,991
| – | – | 1.13% | 20 |
|
|
2023
Q2 | $1.72M | Sell |
7,991
-50
| -0.6% | -$10.8K | 0.98% | 22 |
|
|
2023
Q1 | $1.83M | Buy |
8,041
+32
| +0.4% | +$7.3K | 1.07% | 22 |
|
|
2022
Q4 | $1.99M | Buy |
8,009
+29
| +0.4% | +$7.2K | 1.17% | 19 |
|
|
2022
Q3 | $1.69M | Buy |
7,980
+31
| +0.4% | +$6.58K | 1.03% | 20 |
|
|
2022
Q2 | $1.76M | Buy |
7,949
+31
| +0.4% | +$6.86K | 1.01% | 21 |
|
|
2022
Q1 | $1.91M | Sell |
7,918
-2,772
| -26% | -$669K | 0.96% | 22 |
|
|
2021
Q4 | $2.23M | Buy |
10,690
+2,449
| +30% | +$510K | 1.06% | 20 |
|
|
2021
Q3 | $1.62M | Buy |
8,241
+34
| +0.4% | +$6.67K | 0.89% | 22 |
|
|
2021
Q2 | $1.55M | Buy |
8,207
+34
| +0.4% | +$6.4K | 0.83% | 25 |
|
|
2021
Q1 | $1.48M | Sell |
8,173
-1,965
| -19% | -$357K | 0.85% | 25 |
|
|
2020
Q4 | $1.51M | Sell |
10,138
-259
| -2% | -$38.6K | 0.86% | 27 |
|
|
2020
Q3 | $1.44M | Buy |
10,397
+2,215
| +27% | +$307K | 0.89% | 29 |
|
|
2020
Q2 | $1.22M | Buy |
8,182
+48
| +0.6% | +$7.18K | 0.79% | 32 |
|
|
2020
Q1 | $1.08M | Buy |
8,134
+30
| +0.4% | +$3.97K | 0.81% | 30 |
|
|
2019
Q4 | $1.43M | Buy |
8,104
+29
| +0.4% | +$5.11K | 0.9% | 30 |
|
|
2019
Q3 | $1.48M | Buy |
8,075
+30
| +0.4% | +$5.48K | 1% | 25 |
|
|
2019
Q2 | $1.46M | Buy |
8,045
+32
| +0.4% | +$5.82K | 1% | 26 |
|
|
2019
Q1 | $1.36M | Buy |
8,013
+428
| +6% | +$72.4K | 0.98% | 27 |
|
|
2018
Q4 | $1.19M | Buy |
7,585
+27
| +0.4% | +$4.24K | 0.99% | 27 |
|
|
2018
Q3 | $1.55M | Buy |
7,558
+25
| +0.3% | +$5.12K | 1.06% | 24 |
|
|
2018
Q2 | $1.4M | Buy |
7,533
+24
| +0.3% | +$4.47K | 1.04% | 24 |
|
|
2018
Q1 | $1.66M | Buy |
7,509
+20
| +0.3% | +$4.42K | 1.15% | 25 |
|
|
2017
Q4 | $1.52M | Buy |
7,489
+21
| +0.3% | +$4.27K | 0.99% | 25 |
|
|
2017
Q3 | $1.54M | Buy |
7,468
+21
| +0.3% | +$4.32K | 1.03% | 25 |
|
|
2017
Q2 | $1.48M | Buy |
7,447
+22
| +0.3% | +$4.36K | 1.01% | 27 |
|
|
2017
Q1 | $1.39M | Buy |
7,425
+21
| +0.3% | +$3.93K | 0.99% | 29 |
|
|
2016
Q4 | $1.28M | Buy |
7,404
+226
| +3% | +$39K | 0.95% | 31 |
|
|
2016
Q3 | $1.11M | Buy |
7,178
+125
| +2% | +$19.4K | 0.83% | 34 |
|
|
2016
Q2 | $982K | Buy |
7,053
+27
| +0.4% | +$3.76K | 0.73% | 37 |
|
|
2016
Q1 | $923K | Buy |
7,026
+1
| +0% | +$131 | 0.75% | 36 |
|
|
2015
Q4 | $965K | Buy |
7,025
+23
| +0.3% | +$3.16K | 0.78% | 32 |
|
|
2015
Q3 | $966K | Buy |
7,002
+548
| +8% | +$75.6K | 0.85% | 32 |
|
|
2015
Q2 | $914K | Buy |
6,454
+25
| +0.4% | +$3.54K | 0.74% | 39 |
|
|
2015
Q1 | $873K | Buy |
6,429
+22
| +0.3% | +$2.99K | 0.73% | 38 |
|
|
2014
Q4 | $882K | Sell |
6,407
-354
| -5% | -$48.7K | 0.78% | 39 |
|
|
2014
Q3 | $859K | Buy |
6,761
+25
| +0.4% | +$3.18K | 0.76% | 39 |
|
|
2014
Q2 | $785K | Buy |
6,736
+27
| +0.4% | +$3.15K | 0.67% | 43 |
|
|
2014
Q1 | $731K | Buy |
+6,709
| New | +$731K | 0.65% | 47 |
|