Moneta Group Investment Advisors’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 | $683K | Buy |
2,342
+217
| +10% | +$63.3K | 0.01% | 374 |
|
|
2025
Q1 | $579K | Sell |
2,125
-520
| -20% | -$142K | 0.01% | 385 |
|
|
2024
Q4 | $697K | Sell |
2,645
-209
| -7% | -$55.1K | 0.01% | 332 |
|
|
2024
Q3 | $863K | Sell |
2,854
-243
| -8% | -$73.4K | 0.01% | 299 |
|
|
2024
Q2 | $898K | Buy |
3,097
+245
| +9% | +$71.1K | 0.01% | 281 |
|
|
2024
Q1 | $806K | Buy |
2,852
+455
| +19% | +$129K | 0.01% | 292 |
|
|
2023
Q4 | $622K | Sell |
2,397
-18
| -0.7% | -$4.67K | 0.01% | 301 |
|
|
2023
Q3 | $534K | Buy |
2,415
+499
| +26% | +$110K | 0.01% | 304 |
|
|
2023
Q2 | $412K | Buy |
1,916
+333
| +21% | +$71.6K | 0.01% | 366 |
|
|
2023
Q1 | $361K | Sell |
1,583
-130
| -8% | -$29.7K | 0.01% | 378 |
|
|
2022
Q4 | $399K | Buy |
1,713
+205
| +14% | +$47.8K | 0.01% | 328 |
|
|
2022
Q3 | $320K | Sell |
1,508
-128
| -8% | -$27.2K | 0.01% | 339 |
|
|
2022
Q2 | $362K | Sell |
1,636
-97
| -6% | -$21.5K | 0.01% | 351 |
|
|
2022
Q1 | $418K | Sell |
1,733
-23
| -1% | -$5.55K | 0.02% | 314 |
|
|
2021
Q4 | $366K | Sell |
1,756
-432
| -20% | -$90K | 0.01% | 345 |
|
|
2021
Q3 | $429K | Buy |
2,188
+63
| +3% | +$12.4K | 0.02% | 304 |
|
|
2021
Q2 | $400K | Buy |
2,125
+401
| +23% | +$75.5K | 0.02% | 315 |
|
|
2021
Q1 | $313K | Buy |
1,724
+165
| +11% | +$30K | 0.02% | 326 |
|
|
2020
Q4 | $232K | Sell |
1,559
-254
| -14% | -$37.8K | 0.02% | 284 |
|
|
2020
Q3 | $251K | Buy |
1,813
+267
| +17% | +$37K | 0.02% | 236 |
|
|
2020
Q2 | $231K | Buy |
+1,546
| New | +$231K | 0.02% | 226 |
|
|
2018
Q2 | – | Sell |
-659
| Closed | -$146K | – | 476 |
|
|
2018
Q1 | $146K | Buy |
659
+606
| +1,143% | +$134K | 0.02% | 213 |
|
|
2017
Q4 | $11K | Buy |
+53
| New | +$11K | ﹤0.01% | 329 |
|
|
2014
Q3 | – | Sell |
-2,250
| Closed | -$262K | – | 138 |
|
|
2014
Q2 | $262K | Hold |
2,250
| – | – | 0.14% | 114 |
|
|
2014
Q1 | $245K | Hold |
2,250
| – | – | 0.14% | 104 |
|
|
2013
Q4 | $215K | Buy |
+2,250
| New | +$215K | 0.13% | 120 |
|