Modera Wealth Management’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 | $2.8M | Sell |
9,592
-14
| -0.1% | -$4.08K | 0.03% | 228 |
|
|
2025
Q1 | $2.62M | Sell |
9,606
-769
| -7% | -$210K | 0.04% | 222 |
|
|
2024
Q4 | $2.73M | Buy |
10,375
+343
| +3% | +$90.4K | 0.03% | 223 |
|
|
2024
Q3 | $3.03M | Buy |
10,032
+1,912
| +24% | +$578K | 0.04% | 203 |
|
|
2024
Q2 | $2.36M | Buy |
8,120
+35
| +0.4% | +$10.2K | 0.03% | 207 |
|
|
2024
Q1 | $2.28M | Sell |
8,085
-49
| -0.6% | -$13.8K | 0.03% | 211 |
|
|
2023
Q4 | $2.11M | Buy |
8,134
+51
| +0.6% | +$13.2K | 0.03% | 214 |
|
|
2023
Q3 | $1.79M | Buy |
8,083
+94
| +1% | +$20.8K | 0.03% | 224 |
|
|
2023
Q2 | $1.72M | Buy |
7,989
+202
| +3% | +$43.5K | 0.03% | 238 |
|
|
2023
Q1 | $1.78M | Sell |
7,787
-22
| -0.3% | -$5.02K | 0.07% | 101 |
|
|
2022
Q4 | $1.94M | Sell |
7,809
-664
| -8% | -$165K | 0.08% | 93 |
|
|
2022
Q3 | $1.8M | Buy |
8,473
+14
| +0.2% | +$2.97K | 0.09% | 91 |
|
|
2022
Q2 | $1.87M | Buy |
8,459
+2,099
| +33% | +$465K | 0.09% | 94 |
|
|
2022
Q1 | $1.53M | Buy |
6,360
+18
| +0.3% | +$4.34K | 0.07% | 120 |
|
|
2021
Q4 | $1.32M | Buy |
+6,342
| New | +$1.32M | 0.05% | 148 |
|