Obermeyer Wealth Partners’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 | $295K | Sell |
1,011
-2
| -0.2% | -$583 | 0.01% | 222 |
|
|
2025
Q1 | $276K | Buy |
1,013
+40
| +4% | +$10.9K | 0.01% | 213 |
|
|
2024
Q4 | $256K | Buy |
973
+114
| +13% | +$30K | 0.01% | 221 |
|
|
2024
Q3 | $260K | Sell |
859
-5
| -0.6% | -$1.51K | 0.01% | 219 |
|
|
2024
Q2 | $251K | Hold |
864
| – | – | 0.01% | 208 |
|
|
2024
Q1 | $244K | Buy |
+864
| New | +$244K | 0.01% | 215 |
|
|
2018
Q4 | – | Sell |
-1,080
| Closed | -$221K | – | 114 |
|
|
2018
Q3 | $221K | Hold |
1,080
| – | – | 0.02% | 115 |
|
|
2018
Q2 | $201K | Sell |
1,080
-100
| -8% | -$18.6K | 0.02% | 113 |
|
|
2018
Q1 | $261K | Hold |
1,180
| – | – | 0.02% | 99 |
|
|
2017
Q4 | $240K | Hold |
1,180
| – | – | 0.02% | 110 |
|
|
2017
Q3 | $243K | Sell |
1,180
-30
| -2% | -$6.18K | 0.02% | 105 |
|
|
2017
Q2 | $240K | Buy |
1,210
+30
| +3% | +$5.95K | 0.02% | 111 |
|
|
2017
Q1 | $221K | Hold |
1,180
| – | – | 0.02% | 121 |
|
|
2016
Q4 | $204K | Buy |
+1,180
| New | +$204K | 0.02% | 127 |
|