Parcion Private Wealth’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 | $847K | Buy |
2,903
+201
| +7% | +$58.6K | 0.06% | 131 |
|
|
2025
Q1 | $737K | Buy |
2,702
+52
| +2% | +$14.2K | 0.06% | 139 |
|
|
2024
Q4 | $698K | Hold |
2,650
| – | – | 0.05% | 136 |
|
|
2024
Q3 | $801K | Sell |
2,650
-24
| -0.9% | -$7.25K | 0.07% | 127 |
|
|
2024
Q2 | $776K | Buy |
2,674
+24
| +0.9% | +$6.96K | 0.07% | 120 |
|
|
2024
Q1 | $749K | Hold |
2,650
| – | – | 0.07% | 120 |
|
|
2023
Q4 | $688K | Hold |
2,650
| – | – | 0.06% | 121 |
|
|
2023
Q3 | $586K | Buy |
2,650
+500
| +23% | +$110K | 0.06% | 126 |
|
|
2023
Q2 | $463K | Buy |
2,150
+15
| +0.7% | +$3.23K | 0.05% | 135 |
|
|
2023
Q1 | $487K | Buy |
2,135
+5
| +0.2% | +$1.14K | 0.05% | 136 |
|
|
2022
Q4 | $528K | Hold |
2,130
| – | – | 0.06% | 135 |
|
|
2022
Q3 | $452K | Sell |
2,130
-27
| -1% | -$5.73K | 0.05% | 146 |
|
|
2022
Q2 | $468K | Hold |
2,157
| – | – | 0.05% | 159 |
|
|
2022
Q1 | $520K | Buy |
2,157
+130
| +6% | +$31.3K | 0.05% | 137 |
|
|
2021
Q4 | $432K | Buy |
2,027
+27
| +1% | +$5.75K | 0.04% | 146 |
|
|
2021
Q3 | $416K | Hold |
2,000
| – | – | 0.04% | 152 |
|
|
2021
Q2 | $377K | Hold |
2,000
| – | – | 0.04% | 153 |
|
|
2021
Q1 | $363K | Hold |
2,000
| – | – | 0.04% | 153 |
|
|
2020
Q4 | $298K | Hold |
2,000
| – | – | 0.04% | 157 |
|
|
2020
Q3 | $281K | Hold |
2,000
| – | – | 0.04% | 155 |
|
|
2020
Q2 | $297K | Sell |
2,000
-82
| -4% | -$12.2K | 0.05% | 155 |
|
|
2020
Q1 | $275K | Hold |
2,082
| – | – | 0.08% | 145 |
|
|
2019
Q4 | $367K | Buy |
+2,082
| New | +$367K | 0.08% | 142 |
|