Mount Yale Investment Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Buy |
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|
2025
Q1 | $641K | Sell |
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|
2024
Q4 | $643K | Sell |
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|
2024
Q3 | $856K | Sell |
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|
2024
Q2 | $829K | Sell |
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|
2024
Q1 | $921K | Sell |
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|
2023
Q4 | $859K | Sell |
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|
2023
Q3 | $1.9M | Buy |
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|
2023
Q2 | $594K | Buy |
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|
2023
Q1 | $579K | Buy |
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|
2022
Q4 | $511K | Sell |
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|
2022
Q3 | $440K | Sell |
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|
2022
Q2 | $587K | Sell |
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|
2022
Q1 | $741K | Sell |
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|
2021
Q4 | $683K | Buy |
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|
2021
Q3 | $547K | Buy |
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|
2021
Q2 | $393K | Sell |
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|
2021
Q1 | $393K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $164K | Buy |
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