Mount Yale 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 | $700K | Buy |
2,401
+50
| +2% | +$14.6K | 0.05% | 274 |
|
|
2025
Q1 | $641K | Sell |
2,351
-90
| -4% | -$24.5K | 0.05% | 275 |
|
|
2024
Q4 | $643K | Sell |
2,441
-392
| -14% | -$103K | 0.05% | 300 |
|
|
2024
Q3 | $856K | Sell |
2,833
-23
| -0.8% | -$6.95K | 0.08% | 225 |
|
|
2024
Q2 | $829K | Sell |
2,856
-403
| -12% | -$117K | 0.07% | 243 |
|
|
2024
Q1 | $921K | Sell |
3,259
-50
| -2% | -$14.1K | 0.07% | 235 |
|
|
2023
Q4 | $859K | Sell |
3,309
-5,269
| -61% | -$1.37M | 0.08% | 225 |
|
|
2023
Q3 | $1.9M | Buy |
8,578
+5,816
| +211% | +$1.29M | 0.21% | 112 |
|
|
2023
Q2 | $594K | Buy |
2,762
+227
| +9% | +$48.8K | 0.06% | 281 |
|
|
2023
Q1 | $579K | Buy |
2,535
+476
| +23% | +$109K | 0.07% | 276 |
|
|
2022
Q4 | $511K | Sell |
2,059
-15
| -0.7% | -$3.72K | 0.06% | 275 |
|
|
2022
Q3 | $440K | Sell |
2,074
-579
| -22% | -$123K | 0.06% | 282 |
|
|
2022
Q2 | $587K | Sell |
2,653
-419
| -14% | -$92.7K | 0.07% | 258 |
|
|
2022
Q1 | $741K | Sell |
3,072
-203
| -6% | -$49K | 0.08% | 245 |
|
|
2021
Q4 | $683K | Buy |
3,275
+487
| +17% | +$102K | 0.07% | 247 |
|
|
2021
Q3 | $547K | Buy |
2,788
+700
| +34% | +$137K | 0.06% | 269 |
|
|
2021
Q2 | $393K | Sell |
2,088
-77
| -4% | -$14.5K | 0.05% | 284 |
|
|
2021
Q1 | $393K | Buy |
+2,165
| New | +$393K | 0.05% | 282 |
|
|
2018
Q2 | – | Sell |
-741
| Closed | -$164K | – | 954 |
|
|
2018
Q1 | $164K | Buy |
+741
| New | +$164K | 0.04% | 317 |
|