MinichMacGregor Wealth Management’s General Dynamics GD Stock Holding History

MinichMacGregor Wealth Management’s Portfolio GD Stock Details GD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-446	Closed	-$111K	–	296
2022 Q4	$111K	Buy	+446	New	+$109K	0.04%	105
2019 Q2	–	Sell	-2,700	Closed	-$465K	–	48
2019 Q1	$465K	Buy	+2,700	New	+$455K	0.35%	33
2018 Q4	–	Sell	-1,325	Closed	-$272K	–	239
2018 Q3	$272K	Sell	1,325 -8	-0.6%	-$1.56K	0.18%	33
2018 Q2	$249K	Sell	1,333 -554	-29%	-$113K	0.18%	40
2018 Q1	$416K	Buy	1,887 +46	+2%	+$10K	0.32%	28
2017 Q4	$374K	Sell	1,841 -3	-0.2%	-$613	0.29%	28
2017 Q3	$379K	Hold	1,844	–	–	0.31%	28
2017 Q2	$365K	Sell	1,844 -2	-0.1%	-$392	0.32%	27
2017 Q1	$345K	Sell	1,846 -2	-0.1%	-$370	0.31%	28
2016 Q4	$319K	Hold	1,848	–	–	0.3%	28
2016 Q3	$286K	Hold	1,848	–	–	0.27%	31
2016 Q2	$257K	Buy	1,848 +2	+0.1%	+$279	0.24%	33
2016 Q1	$242K	Buy	1,846 +10	+0.5%	+$1.32K	0.23%	33
2015 Q4	$257K	Buy	+1,836	New	+$262K	0.24%	33

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MinichMacGregor Wealth Management's GD Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of General Dynamics (GD) in Q1 2023, closing a stake of 446 shares — an estimated $111K sold.

MinichMacGregor Wealth Management first reported a position in GD in Q4 2015 and held it in 14 quarters. The position peaked at $465K in Q1 2019. 1,545 funds tracked by Wall St. Rank hold GD as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining General Dynamics position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 446 General Dynamics shares in Q1 2023, an estimated $111K.
MinichMacGregor Wealth Management first reported a position in General Dynamics in Q4 2015 and held it in 14 quarters.
MinichMacGregor Wealth Management's General Dynamics position peaked at $465K in Q1 2019.
1,545 funds tracked by Wall St. Rank held General Dynamics as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.