Pinnacle Wealth Planning Services’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 | $506K | Buy |
1,734
+95
| +6% | +$27.7K | 0.07% | 197 |
|
|
2025
Q1 | $447K | Buy |
1,639
+78
| +5% | +$21.3K | 0.07% | 181 |
|
|
2024
Q4 | $411K | Sell |
1,561
-172
| -10% | -$45.3K | 0.06% | 188 |
|
|
2024
Q3 | $524K | Sell |
1,733
-30
| -2% | -$9.07K | 0.07% | 185 |
|
|
2024
Q2 | $512K | Sell |
1,763
-15
| -0.8% | -$4.35K | 0.07% | 175 |
|
|
2024
Q1 | $502K | Buy |
1,778
+44
| +3% | +$12.4K | 0.07% | 191 |
|
|
2023
Q4 | $450K | Sell |
1,734
-18
| -1% | -$4.67K | 0.07% | 188 |
|
|
2023
Q3 | $387K | Buy |
1,752
+15
| +0.9% | +$3.32K | 0.06% | 203 |
|
|
2023
Q2 | $374K | Sell |
1,737
-454
| -21% | -$97.7K | 0.06% | 216 |
|
|
2023
Q1 | $500K | Hold |
2,191
| – | – | 0.08% | 173 |
|
|
2022
Q4 | $544K | Buy |
2,191
+110
| +5% | +$27.3K | 0.1% | 149 |
|
|
2022
Q3 | $442K | Sell |
2,081
-43
| -2% | -$9.13K | 0.08% | 158 |
|
|
2022
Q2 | $470K | Buy |
2,124
+346
| +19% | +$76.6K | 0.08% | 167 |
|
|
2022
Q1 | $429K | Buy |
1,778
+204
| +13% | +$49.2K | 0.08% | 190 |
|
|
2021
Q4 | $329K | Sell |
1,574
-3
| -0.2% | -$627 | 0.06% | 242 |
|
|
2021
Q3 | $309K | Buy |
1,577
+12
| +0.8% | +$2.35K | 0.07% | 236 |
|
|
2021
Q2 | $294K | Buy |
1,565
+9
| +0.6% | +$1.69K | 0.07% | 228 |
|
|
2021
Q1 | $283K | Buy |
1,556
+107
| +7% | +$19.5K | 0.07% | 226 |
|
|
2020
Q4 | $215K | Buy |
+1,449
| New | +$215K | 0.05% | 260 |
|
|
2020
Q3 | – | Sell |
-1,371
| Closed | -$205K | – | 280 |
|
|
2020
Q2 | $205K | Sell |
1,371
-236
| -15% | -$35.3K | 0.07% | 221 |
|
|
2020
Q1 | $212K | Buy |
+1,607
| New | +$212K | 0.1% | 179 |
|