One Wealth Advisors’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 | $307K | Buy |
1,053
+40
| +4% | +$11.7K | 0.04% | 221 |
|
|
2025
Q1 | $276K | Buy |
+1,013
| New | +$276K | 0.04% | 228 |
|
|
2024
Q4 | – | Sell |
-1,048
| Closed | -$317K | – | 264 |
|
|
2024
Q3 | $317K | Buy |
1,048
+3
| +0.3% | +$906 | 0.05% | 191 |
|
|
2024
Q2 | $306K | Sell |
1,045
-82
| -7% | -$24K | 0.07% | 155 |
|
|
2024
Q1 | $318K | Buy |
+1,127
| New | +$318K | 0.06% | 174 |
|
|
2023
Q1 | – | Sell |
-449
| Closed | -$111K | – | 348 |
|
|
2022
Q4 | $111K | Buy |
+449
| New | +$111K | 0.03% | 276 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 587 |
|
|
2018
Q2 | – | Sell |
-801
| Closed | -$177K | – | 574 |
|
|
2018
Q1 | $177K | Sell |
801
-1,385
| -63% | -$306K | 0.16% | 131 |
|
|
2017
Q4 | $445K | Buy |
+2,186
| New | +$445K | 0.36% | 37 |
|