Morningstar Investment 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 | $1.17M | Buy |
+4,011
| New | +$1.17M | 0.1% | 57 |
|
|
2024
Q3 | – | Sell |
-5,099
| Closed | -$1.48M | – | 225 |
|
|
2024
Q2 | $1.48M | Hold |
5,099
| – | – | 0.15% | 64 |
|
|
2024
Q1 | $1.44M | Hold |
5,099
| – | – | 0.16% | 65 |
|
|
2023
Q4 | $1.32M | Buy |
5,099
+129
| +3% | +$33.5K | 0.15% | 67 |
|
|
2023
Q3 | $1.1M | Hold |
4,970
| – | – | 0.15% | 54 |
|
|
2023
Q2 | $1.07M | Buy |
+4,970
| New | +$1.07M | 0.14% | 54 |
|