Perfromance Wealth Partners’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 | $660K | Buy |
2,264
+704
| +45% | +$205K | 0.02% | 88 |
|
|
2025
Q1 | $425K | Sell |
1,560
-18
| -1% | -$4.91K | 0.02% | 108 |
|
|
2024
Q4 | $416K | Sell |
1,578
-254
| -14% | -$66.9K | 0.01% | 111 |
|
|
2024
Q3 | $554K | Buy |
1,832
+335
| +22% | +$101K | 0.02% | 98 |
|
|
2024
Q2 | $434K | Hold |
1,497
| – | – | 0.02% | 93 |
|
|
2024
Q1 | $423K | Buy |
+1,497
| New | +$423K | 0.02% | 106 |
|
|
2023
Q4 | – | Sell |
-1,700
| Closed | -$376K | – | 168 |
|
|
2023
Q3 | $376K | Hold |
1,700
| – | – | 0.02% | 124 |
|
|
2023
Q2 | $366K | Hold |
1,700
| – | – | 0.02% | 133 |
|
|
2023
Q1 | $388K | Hold |
1,700
| – | – | 0.02% | 131 |
|
|
2022
Q4 | $422K | Buy |
1,700
+700
| +70% | +$174K | 0.03% | 111 |
|
|
2022
Q3 | $212K | Hold |
1,000
| – | – | 0.01% | 152 |
|
|
2022
Q2 | $221K | Buy |
+1,000
| New | +$221K | 0.01% | 155 |
|