Marks Group Wealth Management’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.12M | Sell |
31,253
-367
| -1% | -$107K | 0.85% | 40 |
|
|
2025
Q1 | $8.62M | Buy |
31,620
+4,836
| +18% | +$1.32M | 0.83% | 44 |
|
|
2024
Q4 | $7.06M | Sell |
26,784
-490
| -2% | -$129K | 0.7% | 66 |
|
|
2024
Q3 | $8.24M | Buy |
27,274
+685
| +3% | +$207K | 0.79% | 61 |
|
|
2024
Q2 | $7.71M | Sell |
26,589
-280
| -1% | -$81.2K | 0.81% | 52 |
|
|
2024
Q1 | $7.59M | Sell |
26,869
-73
| -0.3% | -$20.6K | 0.79% | 55 |
|
|
2023
Q4 | $7M | Sell |
26,942
-93
| -0.3% | -$24.1K | 0.8% | 55 |
|
|
2023
Q3 | $5.97M | Buy |
27,035
+350
| +1% | +$77.3K | 0.74% | 59 |
|
|
2023
Q2 | $5.74M | Buy |
26,685
+1,267
| +5% | +$273K | 0.68% | 65 |
|
|
2023
Q1 | $5.8M | Buy |
+25,418
| New | +$5.8M | 0.74% | 60 |
|
|
2021
Q1 | – | Sell |
-10,641
| Closed | -$1.58M | – | 259 |
|
|
2020
Q4 | $1.58M | Buy |
10,641
+20
| +0.2% | +$2.98K | 0.25% | 120 |
|
|
2020
Q3 | $1.47M | Sell |
10,621
-17,485
| -62% | -$2.42M | 0.27% | 114 |
|
|
2020
Q2 | $4.2M | Buy |
28,106
+36
| +0.1% | +$5.38K | 0.85% | 46 |
|
|
2020
Q1 | $3.71M | Buy |
28,070
+2,994
| +12% | +$396K | 0.96% | 25 |
|
|
2019
Q4 | $4.42M | Buy |
+25,076
| New | +$4.42M | 0.87% | 48 |
|