Pacific Capital 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
Q1 | – | Sell |
-218
| Closed | -$57.4K | – | 195 |
|
|
2024
Q4 | $57.4K | Sell |
218
-10
| -4% | -$2.64K | 0.01% | 138 |
|
|
2024
Q3 | $68.9K | Buy |
228
+10
| +5% | +$3.02K | 0.01% | 135 |
|
|
2024
Q2 | $63.3K | Sell |
218
-17
| -7% | -$4.93K | 0.01% | 136 |
|
|
2024
Q1 | $66.4K | Buy |
235
+17
| +8% | +$4.8K | 0.02% | 119 |
|
|
2023
Q4 | $56.6K | Buy |
+218
| New | +$56.6K | 0.01% | 124 |
|