Mitchell & Pahl Private Wealth’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 | $2.88M | Buy |
9,867
+195
| +2% | +$56.9K | 1.27% | 20 |
|
|
2025
Q1 | $2.64M | Sell |
9,672
-37
| -0.4% | -$10.1K | 1.23% | 23 |
|
|
2024
Q4 | $2.56M | Buy |
9,709
+471
| +5% | +$124K | 1.19% | 22 |
|
|
2024
Q3 | $2.79M | Buy |
9,238
+2,113
| +30% | +$638K | 1.3% | 19 |
|
|
2024
Q2 | $2.07M | Sell |
7,125
-114
| -2% | -$33.1K | 1.09% | 25 |
|
|
2024
Q1 | $2.04M | Buy |
7,239
+171
| +2% | +$48.3K | 1.07% | 28 |
|
|
2023
Q4 | $1.84M | Sell |
7,068
-235
| -3% | -$61K | 1.04% | 31 |
|
|
2023
Q3 | $1.61M | Buy |
7,303
+529
| +8% | +$117K | 0.96% | 36 |
|
|
2023
Q2 | $1.46M | Buy |
6,774
+217
| +3% | +$46.7K | 0.88% | 39 |
|
|
2023
Q1 | $1.5M | Buy |
6,557
+318
| +5% | +$72.6K | 0.94% | 36 |
|
|
2022
Q4 | $1.55M | Buy |
6,239
+69
| +1% | +$17.1K | 1.02% | 31 |
|
|
2022
Q3 | $1.31M | Buy |
6,170
+245
| +4% | +$52K | 0.97% | 30 |
|
|
2022
Q2 | $1.31M | Buy |
5,925
+423
| +8% | +$93.6K | 0.91% | 32 |
|
|
2022
Q1 | $1.33M | Buy |
5,502
+412
| +8% | +$99.4K | 0.84% | 38 |
|
|
2021
Q4 | $1.06M | Buy |
5,090
+223
| +5% | +$46.5K | 0.68% | 49 |
|
|
2021
Q3 | $954K | Buy |
4,867
+54
| +1% | +$10.6K | 0.69% | 49 |
|
|
2021
Q2 | $906K | Buy |
4,813
+115
| +2% | +$21.6K | 0.65% | 54 |
|
|
2021
Q1 | $853K | Buy |
4,698
+233
| +5% | +$42.3K | 0.66% | 53 |
|
|
2020
Q4 | $664K | Buy |
+4,465
| New | +$664K | 0.56% | 60 |
|