MSWM
McGlone Suttner Wealth Management’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $932K | Buy |
3,196
+198
| +7% | +$57.7K | 0.14% | 73 |
|
|
2025
Q1 | $817K | Buy |
2,998
+741
| +33% | +$202K | 0.13% | 82 |
|
|
2024
Q4 | $595K | Sell |
2,257
-204
| -8% | -$53.7K | 0.1% | 89 |
|
|
2024
Q3 | $744K | Buy |
2,461
+862
| +54% | +$261K | 0.15% | 75 |
|
|
2024
Q2 | $415K | Sell |
1,599
-279
| -15% | -$72.4K | 0.09% | 97 |
|
|
2024
Q1 | $530K | Buy |
1,878
+279
| +17% | +$78.8K | 0.1% | 90 |
|
|
2023
Q4 | $415K | Buy |
1,599
+506
| +46% | +$131K | 0.08% | 97 |
|
|
2023
Q3 | $242K | Buy |
1,093
+53
| +5% | +$11.7K | 0.06% | 124 |
|
|
2023
Q2 | $224K | Buy |
1,040
+116
| +13% | +$25K | 0.05% | 138 |
|
|
2023
Q1 | $212K | Buy |
924
+95
| +11% | +$21.8K | 0.05% | 135 |
|
|
2022
Q4 | $206K | Buy |
+829
| New | +$206K | 0.07% | 127 |
|