Nicolet Advisory Services’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 | $1.3M | Sell |
4,184
-273
| -6% | -$84.8K | 0.11% | 99 |
|
|
2025
Q1 | $1.21M | Buy |
4,457
+219
| +5% | +$59.5K | 0.12% | 93 |
|
|
2024
Q4 | $1.1M | Buy |
4,238
+62
| +1% | +$16.1K | 0.1% | 107 |
|
|
2024
Q3 | $1.25M | Buy |
4,176
+115
| +3% | +$34.5K | 0.12% | 93 |
|
|
2024
Q2 | $1.14M | Buy |
4,061
+500
| +14% | +$141K | 0.11% | 94 |
|
|
2024
Q1 | $1.03M | Buy |
3,561
+164
| +5% | +$47.4K | 0.1% | 93 |
|
|
2023
Q4 | $862K | Sell |
3,397
-196
| -5% | -$49.8K | 0.09% | 107 |
|
|
2023
Q3 | $788K | Buy |
3,593
+700
| +24% | +$154K | 0.09% | 119 |
|
|
2023
Q2 | $620K | Buy |
2,893
+42
| +1% | +$9K | 0.07% | 133 |
|
|
2023
Q1 | $649K | Buy |
2,851
+823
| +41% | +$187K | 0.07% | 124 |
|
|
2022
Q4 | $504K | Buy |
2,028
+551
| +37% | +$137K | 0.07% | 124 |
|
|
2022
Q3 | $333K | Buy |
1,477
+332
| +29% | +$74.9K | 0.05% | 128 |
|
|
2022
Q2 | $252K | Buy |
1,145
+57
| +5% | +$12.5K | 0.04% | 151 |
|
|
2022
Q1 | $263K | Buy |
1,088
+51
| +5% | +$12.3K | 0.03% | 162 |
|
|
2021
Q4 | $216K | Buy |
1,037
+15
| +1% | +$3.12K | 0.03% | 187 |
|
|
2021
Q3 | $200K | Buy |
+1,022
| New | +$200K | 0.03% | 195 |
|
|
2019
Q4 | – | Sell |
-1,180
| Closed | -$216K | – | 174 |
|
|
2019
Q3 | $216K | Buy |
1,180
+5
| +0.4% | +$915 | 0.03% | 153 |
|
|
2019
Q2 | $214K | Buy |
+1,175
| New | +$214K | 0.03% | 148 |
|