Pacific Wealth Management’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,706
| Closed | -$962K | – | 21 |
|
|
2024
Q1 | $962K | Hold |
3,706
| – | – | 0.55% | 15 |
|
|
2023
Q4 | $962K | Sell |
3,706
-1,367
| -27% | -$355K | 0.55% | 15 |
|
|
2023
Q3 | $1.12M | Buy |
5,073
+8
| +0.2% | +$1.77K | 0.74% | 16 |
|
|
2023
Q2 | $1.09M | Buy |
5,065
+8
| +0.2% | +$1.72K | 0.71% | 18 |
|
|
2023
Q1 | $1.15M | Buy |
5,057
+7
| +0.1% | +$1.6K | 0.74% | 19 |
|
|
2022
Q4 | $1.25M | Sell |
5,050
-613
| -11% | -$152K | 0.92% | 19 |
|
|
2022
Q3 | $1.2M | Buy |
5,663
+81
| +1% | +$17.2K | 1.07% | 14 |
|
|
2022
Q2 | $1.24M | Buy |
5,582
+1,466
| +36% | +$324K | 1.36% | 10 |
|
|
2022
Q1 | $993K | Hold |
4,116
| – | – | 0.89% | 8 |
|
|
2021
Q4 | $858K | Buy |
4,116
+444
| +12% | +$92.6K | 0.65% | 9 |
|
|
2021
Q3 | $720K | Hold |
3,672
| – | – | 0.6% | 6 |
|
|
2021
Q2 | $691K | Hold |
3,672
| – | – | 0.59% | 7 |
|
|
2021
Q1 | $667K | Hold |
3,672
| – | – | 0.57% | 9 |
|
|
2020
Q4 | $546K | Buy |
+3,672
| New | +$546K | 0.35% | 8 |
|