McKinley Carter Wealth Services’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 | $2.19M | Sell |
7,511
-5
| -0.1% | -$1.46K | 0.12% | 111 |
|
2025
Q1 | $2.05M | Buy |
7,516
+348
| +5% | +$94.9K | 0.13% | 109 |
|
2024
Q4 | $1.89M | Sell |
7,168
-3
| -0% | -$790 | 0.12% | 113 |
|
2024
Q3 | $2.17M | Buy |
7,171
+263
| +4% | +$79.5K | 0.13% | 111 |
|
2024
Q2 | $2M | Sell |
6,908
-95
| -1% | -$27.6K | 0.13% | 112 |
|
2024
Q1 | $1.98M | Sell |
7,003
-23
| -0.3% | -$6.5K | 0.13% | 108 |
|
2023
Q4 | $1.82M | Buy |
7,026
+524
| +8% | +$136K | 0.13% | 105 |
|
2023
Q3 | $1.44M | Sell |
6,502
-70
| -1% | -$15.5K | 0.11% | 125 |
|
2023
Q2 | $1.41M | Buy |
6,572
+798
| +14% | +$172K | 0.11% | 130 |
|
2023
Q1 | $1.32M | Buy |
+5,774
| New | +$1.32M | 0.1% | 130 |
|
2020
Q2 | – | Sell |
-4,989
| Closed | -$660K | – | 140 |
|
2020
Q1 | $660K | Sell |
4,989
-824
| -14% | -$109K | 0.2% | 80 |
|
2019
Q4 | $1.03M | Buy |
5,813
+737
| +15% | +$130K | 0.24% | 77 |
|
2019
Q3 | $927K | Buy |
5,076
+306
| +6% | +$55.9K | 0.24% | 79 |
|
2019
Q2 | $867K | Sell |
4,770
-204
| -4% | -$37.1K | 0.23% | 78 |
|
2019
Q1 | $842K | Buy |
4,974
+567
| +13% | +$96K | 0.24% | 80 |
|
2018
Q4 | $693K | Buy |
4,407
+2,040
| +86% | +$321K | 0.23% | 86 |
|
2018
Q3 | $485K | Sell |
2,367
-112
| -5% | -$22.9K | 0.14% | 102 |
|
2018
Q2 | $462K | Buy |
2,479
+632
| +34% | +$118K | 0.15% | 100 |
|
2018
Q1 | $408K | Buy |
1,847
+578
| +46% | +$128K | 0.13% | 107 |
|
2017
Q4 | $258K | Buy |
+1,269
| New | +$258K | 0.09% | 137 |
|