MWM
Mattern Wealth Management’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Sell |
2,851
-299
| -9% | -$87.2K | 0.17% | 68 |
|
|
2025
Q1 | $859K | Sell |
3,150
-6,141
| -66% | -$1.67M | 0.19% | 72 |
|
|
2024
Q4 | $2.45M | Sell |
9,291
-816
| -8% | -$215K | 0.54% | 36 |
|
|
2024
Q3 | $3.05M | Buy |
10,107
+125
| +1% | +$37.8K | 0.67% | 31 |
|
|
2024
Q2 | $2.9M | Sell |
9,982
-754
| -7% | -$219K | 0.7% | 41 |
|
|
2024
Q1 | $3.03M | Sell |
10,736
-177
| -2% | -$50K | 0.74% | 36 |
|
|
2023
Q4 | $2.83M | Buy |
10,913
+535
| +5% | +$139K | 0.73% | 37 |
|
|
2023
Q3 | $2.29M | Buy |
10,378
+273
| +3% | +$60.3K | 0.67% | 44 |
|
|
2023
Q2 | $2.17M | Buy |
10,105
+1,088
| +12% | +$234K | 0.63% | 44 |
|
|
2023
Q1 | $2.06M | Buy |
9,017
+614
| +7% | +$140K | 0.68% | 45 |
|
|
2022
Q4 | $2.08M | Buy |
8,403
+21
| +0.3% | +$5.21K | 0.84% | 40 |
|
|
2022
Q3 | $1.78M | Buy |
8,382
+155
| +2% | +$32.9K | 0.71% | 42 |
|
|
2022
Q2 | $1.82M | Sell |
8,227
-6
| -0.1% | -$1.33K | 0.71% | 40 |
|
|
2022
Q1 | $1.99M | Buy |
8,233
+766
| +10% | +$185K | 0.65% | 42 |
|
|
2021
Q4 | $1.56M | Buy |
7,467
+4
| +0.1% | +$834 | 0.46% | 58 |
|
|
2021
Q3 | $1.46M | Sell |
7,463
-12
| -0.2% | -$2.35K | 0.49% | 57 |
|
|
2021
Q2 | $1.42M | Sell |
7,475
-76
| -1% | -$14.4K | 0.45% | 63 |
|
|
2021
Q1 | $1.37M | Sell |
7,551
-403
| -5% | -$73.2K | 0.48% | 54 |
|
|
2020
Q4 | $1.18M | Sell |
7,954
-366
| -4% | -$54.5K | 0.45% | 65 |
|
|
2020
Q3 | $1.15M | Buy |
8,320
+646
| +8% | +$89.4K | 0.49% | 61 |
|
|
2020
Q2 | $1.15M | Sell |
7,674
-32
| -0.4% | -$4.78K | 0.56% | 57 |
|
|
2020
Q1 | $1.02M | Sell |
7,706
-603
| -7% | -$79.8K | 0.74% | 43 |
|
|
2019
Q4 | $1.47M | Buy |
+8,309
| New | +$1.47M | 0.88% | 44 |
|