Mosaic Family Wealth Partners’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 | $393K | Sell |
1,347
-15
| -1% | -$4.37K | 0.05% | 151 |
|
|
2025
Q1 | $371K | Hold |
1,362
| – | – | 0.05% | 148 |
|
|
2024
Q4 | $359K | Hold |
1,362
| – | – | 0.05% | 151 |
|
|
2024
Q3 | $412K | Hold |
1,362
| – | – | 0.06% | 135 |
|
|
2024
Q2 | $395K | Sell |
1,362
-3
| -0.2% | -$871 | 0.06% | 134 |
|
|
2024
Q1 | $386K | Hold |
1,365
| – | – | 0.06% | 139 |
|
|
2023
Q4 | $354K | Sell |
1,365
-40
| -3% | -$10.4K | 0.06% | 130 |
|
|
2023
Q3 | $310K | Hold |
1,405
| – | – | 0.06% | 133 |
|
|
2023
Q2 | $302K | Hold |
1,405
| – | – | 0.06% | 143 |
|
|
2023
Q1 | $321K | Hold |
1,405
| – | – | 0.07% | 135 |
|
|
2022
Q4 | $349K | Buy |
+1,405
| New | +$349K | 0.1% | 123 |
|