Measured Wealth Private Client Group’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 | $287K | Buy |
984
+239
| +32% | +$69.7K | 0.09% | 146 |
|
|
2025
Q1 | $203K | Buy |
+745
| New | +$203K | 0.07% | 167 |
|
|
2024
Q4 | – | Sell |
-745
| Closed | -$225K | – | 186 |
|
|
2024
Q3 | $225K | Sell |
745
-174
| -19% | -$52.6K | 0.08% | 163 |
|
|
2024
Q2 | $267K | Hold |
919
| – | – | 0.09% | 158 |
|
|
2024
Q1 | $260K | Hold |
919
| – | – | 0.09% | 164 |
|
|
2023
Q4 | $239K | Hold |
919
| – | – | 0.09% | 162 |
|
|
2023
Q3 | $203K | Sell |
919
-14
| -2% | -$3.09K | 0.08% | 163 |
|
|
2023
Q2 | $201K | Buy |
933
+14
| +2% | +$3.01K | 0.08% | 169 |
|
|
2023
Q1 | $210K | Sell |
919
-26
| -3% | -$5.93K | 0.08% | 169 |
|
|
2022
Q4 | $234K | Sell |
945
-25
| -3% | -$6.2K | 0.1% | 146 |
|
|
2022
Q3 | $206K | Hold |
970
| – | – | 0.09% | 141 |
|
|
2022
Q2 | $215K | Sell |
970
-130
| -12% | -$28.8K | 0.09% | 158 |
|
|
2022
Q1 | $265K | Hold |
1,100
| – | – | 0.1% | 132 |
|
|
2021
Q4 | $229K | Hold |
1,100
| – | – | 0.08% | 147 |
|
|
2021
Q3 | $216K | Sell |
1,100
-11
| -1% | -$2.16K | 0.08% | 151 |
|
|
2021
Q2 | $209K | Buy |
1,111
+11
| +1% | +$2.07K | 0.07% | 165 |
|
|
2021
Q1 | $200K | Buy |
+1,100
| New | +$200K | 0.07% | 158 |
|
|
2018
Q4 | – | Sell |
-79
| Closed | -$16K | – | 331 |
|
|
2018
Q3 | $16K | Buy |
+79
| New | +$16K | 0.01% | 556 |
|