MPS Loria Financial Planners’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 | $272K | Hold |
932
| – | – | 0.08% | 70 |
|
|
2025
Q1 | $254K | Hold |
932
| – | – | 0.08% | 72 |
|
|
2024
Q4 | $246K | Hold |
932
| – | – | 0.07% | 71 |
|
|
2024
Q3 | $282K | Sell |
932
-200
| -18% | -$60.4K | 0.08% | 65 |
|
|
2024
Q2 | $328K | Hold |
1,132
| – | – | 0.11% | 59 |
|
|
2024
Q1 | $320K | Sell |
1,132
-132
| -10% | -$37.3K | 0.11% | 60 |
|
|
2023
Q4 | $328K | Hold |
1,264
| – | – | 0.12% | 55 |
|
|
2023
Q3 | $279K | Hold |
1,264
| – | – | 0.11% | 62 |
|
|
2023
Q2 | $272K | Hold |
1,264
| – | – | 0.1% | 64 |
|
|
2023
Q1 | $289K | Buy |
1,264
+16
| +1% | +$3.65K | 0.12% | 59 |
|
|
2022
Q4 | $310K | Sell |
1,248
-16
| -1% | -$3.97K | 0.14% | 53 |
|
|
2022
Q3 | $268K | Sell |
1,264
-255
| -17% | -$54.1K | 0.1% | 58 |
|
|
2022
Q2 | $336K | Hold |
1,519
| – | – | 0.15% | 50 |
|
|
2022
Q1 | $366K | Hold |
1,519
| – | – | 0.15% | 53 |
|
|
2021
Q4 | $316K | Hold |
1,519
| – | – | 0.13% | 57 |
|
|
2021
Q3 | $297K | Sell |
1,519
-101
| -6% | -$19.7K | 0.14% | 58 |
|
|
2021
Q2 | $305K | Sell |
1,620
-236
| -13% | -$44.4K | 0.14% | 57 |
|
|
2021
Q1 | $337K | Buy |
1,856
+1
| +0.1% | +$182 | 0.16% | 52 |
|
|
2020
Q4 | $271K | Buy |
1,855
+24
| +1% | +$3.51K | 0.12% | 63 |
|
|
2020
Q3 | $253K | Buy |
1,831
+2
| +0.1% | +$276 | 0.13% | 58 |
|
|
2020
Q2 | $273K | Buy |
1,829
+2
| +0.1% | +$299 | 0.15% | 51 |
|
|
2020
Q1 | $241K | Buy |
1,827
+1
| +0.1% | +$132 | 0.19% | 53 |
|
|
2019
Q4 | $322K | Buy |
1,826
+1
| +0.1% | +$176 | 0.19% | 46 |
|
|
2019
Q3 | $333K | Buy |
1,825
+2
| +0.1% | +$365 | 0.22% | 43 |
|
|
2019
Q2 | $331K | Buy |
1,823
+1
| +0.1% | +$182 | 0.21% | 45 |
|
|
2019
Q1 | $309K | Buy |
1,822
+1
| +0.1% | +$170 | 0.2% | 46 |
|
|
2018
Q4 | $286K | Buy |
1,821
+1
| +0.1% | +$157 | 0.21% | 50 |
|
|
2018
Q3 | $373K | Buy |
1,820
+1
| +0.1% | +$205 | 0.23% | 41 |
|
|
2018
Q2 | $339K | Buy |
1,819
+1
| +0.1% | +$186 | 0.34% | 43 |
|
|
2018
Q1 | $402K | Buy |
1,818
+1
| +0.1% | +$221 | 0.28% | 38 |
|
|
2017
Q4 | $370K | Buy |
1,817
+201
| +12% | +$40.9K | 0.25% | 46 |
|
|
2017
Q3 | $332K | Hold |
1,616
| – | – | 0.24% | 49 |
|
|
2017
Q2 | $322K | Buy |
+1,616
| New | +$322K | 0.22% | 51 |
|