Optimum Investment 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 | $93.9K | Hold |
322
| – | – | 0.04% | 262 |
|
|
2025
Q1 | $87.8K | Hold |
322
| – | – | 0.04% | 264 |
|
|
2024
Q4 | $84.8K | Sell |
322
-900
| -74% | -$237K | 0.04% | 277 |
|
|
2024
Q3 | $369K | Hold |
1,222
| – | – | 0.16% | 129 |
|
|
2024
Q2 | $355K | Hold |
1,222
| – | – | 0.16% | 127 |
|
|
2024
Q1 | $345K | Sell |
1,222
-100
| -8% | -$28.2K | 0.16% | 134 |
|
|
2023
Q4 | $343K | Sell |
1,322
-450
| -25% | -$117K | 0.17% | 121 |
|
|
2023
Q3 | $392K | Hold |
1,772
| – | – | 0.2% | 117 |
|
|
2023
Q2 | $381K | Hold |
1,772
| – | – | 0.19% | 124 |
|
|
2023
Q1 | $404K | Sell |
1,772
-207
| -10% | -$47.2K | 0.21% | 115 |
|
|
2022
Q4 | $491K | Sell |
1,979
-200
| -9% | -$49.6K | 0.27% | 95 |
|
|
2022
Q3 | $462K | Buy |
2,179
+7
| +0.3% | +$1.48K | 0.25% | 93 |
|
|
2022
Q2 | $481K | Hold |
2,172
| – | – | 0.24% | 98 |
|
|
2022
Q1 | $524K | Hold |
2,172
| – | – | 0.22% | 103 |
|
|
2021
Q4 | $453K | Hold |
2,172
| – | – | 0.18% | 123 |
|
|
2021
Q3 | $426K | Hold |
2,172
| – | – | 0.18% | 124 |
|
|
2021
Q2 | $409K | Sell |
2,172
-100
| -4% | -$18.8K | 0.13% | 166 |
|
|
2021
Q1 | $413K | Buy |
2,272
+1,550
| +215% | +$282K | 0.12% | 171 |
|
|
2020
Q4 | $107K | Buy |
722
+115
| +19% | +$17K | 0.03% | 342 |
|
|
2020
Q3 | $84K | Hold |
607
| – | – | 0.03% | 356 |
|
|
2020
Q2 | $91K | Buy |
607
+57
| +10% | +$8.55K | 0.03% | 343 |
|
|
2020
Q1 | $73K | Sell |
550
-57
| -9% | -$7.57K | 0.03% | 352 |
|
|
2019
Q4 | $107K | Hold |
607
| – | – | 0.03% | 383 |
|
|
2019
Q3 | $111K | Hold |
607
| – | – | 0.04% | 360 |
|
|
2019
Q2 | $110K | Hold |
607
| – | – | 0.04% | 360 |
|
|
2019
Q1 | $103K | Hold |
607
| – | – | 0.03% | 376 |
|
|
2018
Q4 | $95K | Hold |
607
| – | – | 0.03% | 363 |
|
|
2018
Q3 | $124K | Hold |
607
| – | – | 0.03% | 372 |
|
|
2018
Q2 | $113K | Hold |
607
| – | – | 0.03% | 387 |
|
|
2018
Q1 | $134K | Buy |
+607
| New | +$134K | 0.04% | 346 |
|
|
2015
Q1 | $95K | Hold |
697
| – | – | 0.03% | 388 |
|
|
2014
Q4 | $96K | Buy |
697
+122
| +21% | +$16.8K | 0.03% | 376 |
|
|
2014
Q3 | $73K | Sell |
575
-65
| -10% | -$8.25K | 0.02% | 400 |
|
|
2014
Q2 | $75K | Hold |
640
| – | – | 0.02% | 393 |
|
|
2014
Q1 | $70K | Hold |
640
| – | – | 0.03% | 350 |
|
|
2013
Q4 | $61K | Buy |
640
+125
| +24% | +$11.9K | 0.02% | 367 |
|
|
2013
Q3 | $45K | Buy |
+515
| New | +$45K | 0.02% | 385 |
|