New England Professional Planning Group’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
Q3 | – | Sell |
-1,150
| Closed | -$335K | – | 44 |
|
|
2025
Q2 | $335K | Sell |
1,150
-813
| -41% | -$224K | 0.15% | 31 |
|
|
2025
Q1 | $535K | Buy |
1,963
+304
| +18% | +$79K | 0.27% | 17 |
|
|
2024
Q4 | $437K | Sell |
1,659
-113
| -6% | -$32.5K | 0.22% | 22 |
|
|
2024
Q3 | $535K | Buy |
1,772
+236
| +15% | +$69.4K | 0.27% | 16 |
|
|
2024
Q2 | $446K | Sell |
1,536
-200
| -12% | -$58.6K | 0.23% | 19 |
|
|
2024
Q1 | $490K | Buy |
1,736
+72
| +4% | +$19.3K | 0.26% | 19 |
|
|
2023
Q4 | $432K | Buy |
1,664
+1
| +0.1% | +$244 | 0.25% | 21 |
|
|
2023
Q3 | $368K | Hold |
1,663
| – | – | 0.23% | 21 |
|
|
2023
Q2 | $358K | Hold |
1,663
| – | – | 0.21% | 22 |
|
|
2023
Q1 | $381K | Sell |
1,663
-1
| -0.1% | -$231 | 0.23% | 21 |
|
|
2022
Q4 | $413K | Sell |
1,664
-10
| -0.6% | -$2.44K | 0.23% | 19 |
|
|
2022
Q3 | $354K | Hold |
1,674
| – | – | 0.25% | 20 |
|
|
2022
Q2 | $369K | Hold |
1,674
| – | – | 0.26% | 20 |
|
|
2022
Q1 | $405K | Hold |
1,674
| – | – | 0.24% | 21 |
|
|
2021
Q4 | $354K | Sell |
1,674
-737
| -31% | -$149K | 0.22% | 23 |
|
|
2021
Q3 | $490K | Hold |
2,411
| – | – | 0.29% | 18 |
|
|
2021
Q2 | $484K | Sell |
2,411
-33
| -1% | -$6.22K | 0.29% | 18 |
|
|
2021
Q1 | $471K | Sell |
2,444
-221
| -8% | -$36.1K | 0.29% | 19 |
|
|
2020
Q4 | $395K | Buy |
2,665
+72
| +3% | +$10.5K | 0.28% | 20 |
|
|
2020
Q3 | $361K | Sell |
2,593
-1,000
| -28% | -$148K | 0.29% | 19 |
|
|
2020
Q2 | $564K | Hold |
3,593
| – | – | 0.44% | 14 |
|
|
2020
Q1 | $448K | Sell |
3,593
-1,472
| -29% | -$245K | 0.42% | 17 |
|
|
2019
Q4 | $894K | Buy |
+5,065
| New | +$909K | 0.71% | 11 |
|
|
2018
Q3 | $1.09M | Buy |
5,347
+89
| +2% | +$17.4K | 1.26% | 11 |
|
|
2018
Q2 | $981K | Sell |
5,258
-754
| -13% | -$154K | 1.26% | 11 |
|
|
2018
Q1 | $1.21M | Sell |
6,012
-69
| -1% | -$15K | 1.61% | 9 |
|
|
2017
Q4 | $1.25M | Buy |
+6,081
| New | +$1.24M | 1.52% | 10 |
|
|
2016
Q2 | $890K | Buy |
6,162
+98
| +2% | +$13.7K | 1% | 13 |
|
|
2016
Q1 | $802K | Sell |
6,064
-758
| -11% | -$100K | 0.8% | 15 |
|
|
2015
Q4 | $936K | Buy |
6,822
+150
| +2% | +$21.4K | 1.04% | 12 |
|
|
2015
Q3 | $963K | Sell |
6,672
-150
| -2% | -$21.7K | 1.09% | 12 |
|
|
2015
Q2 | $966K | Sell |
6,822
-1,036
| -13% | -$144K | 1.27% | 10 |
|
|
2015
Q1 | $1.1M | Buy |
7,858
+609
| +8% | +$83.5K | 1.49% | 8 |
|
|
2014
Q4 | $972K | Buy |
+7,249
| New | +$986K | 1.43% | 8 |
|
Other funds holding GD
LAMI
