Paces Ferry 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 | $271K | Sell |
929
-20
| -2% | -$5.83K | 0.12% | 96 |
|
|
2025
Q1 | $259K | Sell |
949
-16
| -2% | -$4.36K | 0.13% | 102 |
|
|
2024
Q4 | $254K | Sell |
965
-57
| -6% | -$15K | 0.12% | 105 |
|
|
2024
Q3 | $309K | Sell |
1,022
-2
| -0.2% | -$604 | 0.18% | 86 |
|
|
2024
Q2 | $297K | Buy |
1,024
+2
| +0.2% | +$580 | 0.18% | 86 |
|
|
2024
Q1 | $289K | Sell |
1,022
-48
| -4% | -$13.6K | 0.18% | 87 |
|
|
2023
Q4 | $278K | Hold |
1,070
| – | – | 0.19% | 90 |
|
|
2023
Q3 | $236K | Sell |
1,070
-10
| -0.9% | -$2.21K | 0.19% | 90 |
|
|
2023
Q2 | $232K | Sell |
1,080
-12
| -1% | -$2.58K | 0.17% | 100 |
|
|
2023
Q1 | $249K | Buy |
1,092
+164
| +18% | +$37.4K | 0.2% | 95 |
|
|
2022
Q4 | $230K | Buy |
+928
| New | +$230K | 0.22% | 95 |
|
|
2022
Q3 | – | Sell |
-929
| Closed | -$206K | – | 97 |
|
|
2022
Q2 | $206K | Buy |
929
+2
| +0.2% | +$443 | 0.2% | 99 |
|
|
2022
Q1 | $224K | Buy |
+927
| New | +$224K | 0.18% | 109 |
|
|
2020
Q4 | – | Sell |
-726
| Closed | -$101K | – | 505 |
|
|
2020
Q3 | $101K | Buy |
+726
| New | +$101K | 0.09% | 157 |
|