Peak Financial 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	-4,591	Closed	-$1.21M	–	77
2024 Q4	$1.21M	Sell	4,591 -5,410	-54%	-$1.43M	0.63%	39
2024 Q3	$3.02M	Buy	+10,001	New	+$3.02M	1.55%	27