Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
6,700
-16
| -0.2% | -$4.67K | 0.05% | 335 |
|
|
2025
Q1 | $1.83M | Buy |
6,716
+233
| +4% | +$63.5K | 0.05% | 321 |
|
|
2024
Q4 | $1.74M | Buy |
6,483
+3,078
| +90% | +$828K | 0.04% | 332 |
|
|
2024
Q3 | $1.03M | Sell |
3,405
-10
| -0.3% | -$3.02K | 0.03% | 421 |
|
|
2024
Q2 | $991K | Sell |
3,415
-213
| -6% | -$61.8K | 0.03% | 384 |
|
|
2024
Q1 | $1.02M | Buy |
3,628
+178
| +5% | +$50.3K | 0.03% | 366 |
|
|
2023
Q4 | $896K | Buy |
3,450
+1,026
| +42% | +$266K | 0.03% | 364 |
|
|
2023
Q3 | $536K | Sell |
2,424
-160
| -6% | -$35.4K | 0.02% | 433 |
|
|
2023
Q2 | $556K | Sell |
2,584
-375
| -13% | -$80.7K | 0.02% | 434 |
|
|
2023
Q1 | $675K | Buy |
2,959
+482
| +19% | +$110K | 0.04% | 338 |
|
|
2022
Q4 | $615K | Buy |
2,477
+798
| +48% | +$198K | 0.04% | 353 |
|
|
2022
Q3 | $356K | Buy |
1,679
+431
| +35% | +$91.4K | 0.03% | 390 |
|
|
2022
Q2 | $276K | Buy |
1,248
+135
| +12% | +$29.9K | 0.02% | 446 |
|
|
2022
Q1 | $268K | Buy |
+1,113
| New | +$268K | 0.02% | 495 |
|
|
2021
Q1 | – | Sell |
-551
| Closed | -$82K | – | 697 |
|
|
2020
Q4 | $82K | Buy |
+551
| New | +$82K | 0.01% | 590 |
|
|
2018
Q2 | – | Sell |
-298
| Closed | -$66K | – | 383 |
|
|
2018
Q1 | $66K | Buy |
298
+3
| +1% | +$664 | 0.02% | 280 |
|
|
2017
Q4 | $60K | Hold |
295
| – | – | 0.02% | 270 |
|
|
2017
Q3 | $61K | Buy |
295
+125
| +74% | +$25.8K | 0.02% | 314 |
|
|
2017
Q2 | $34K | Hold |
170
| – | – | 0.01% | 408 |
|
|
2017
Q1 | $32K | Hold |
170
| – | – | 0.01% | 428 |
|
|
2016
Q4 | $32K | Hold |
170
| – | – | 0.01% | 404 |
|
|
2016
Q3 | $26K | Hold |
170
| – | – | 0.01% | 371 |
|
|
2016
Q2 | $24K | Buy |
+170
| New | +$24K | 0.01% | 325 |
|