Perennial Investment 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 | – | Sell |
-751
| Closed | -$205K | – | 460 |
|
|
2025
Q1 | $205K | Buy |
+751
| New | +$205K | 0.02% | 406 |
|
|
2022
Q3 | – | Sell |
-2,274
| Closed | -$503K | – | 215 |
|
|
2022
Q2 | $503K | Sell |
2,274
-184
| -7% | -$40.7K | 0.2% | 97 |
|
|
2022
Q1 | $592K | Sell |
2,458
-13
| -0.5% | -$3.13K | 0.19% | 99 |
|
|
2021
Q4 | $516K | Sell |
2,471
-140
| -5% | -$29.2K | 0.16% | 112 |
|
|
2021
Q3 | $513K | Sell |
2,611
-50
| -2% | -$9.82K | 0.18% | 108 |
|
|
2021
Q2 | $501K | Hold |
2,661
| – | – | 0.18% | 109 |
|
|
2021
Q1 | $483K | Buy |
2,661
+1,041
| +64% | +$189K | 0.19% | 102 |
|
|
2020
Q4 | $241K | Buy |
1,620
+90
| +6% | +$13.4K | 0.1% | 140 |
|
|
2020
Q3 | $211K | Buy |
+1,530
| New | +$211K | 0.11% | 134 |
|