Plante Moran 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
Q2 | $98.3K | Sell |
337
-153
| -31% | -$44.6K | 0.01% | 239 |
|
|
2025
Q1 | $134K | Buy |
490
+44
| +10% | +$12K | 0.01% | 207 |
|
|
2024
Q4 | $118K | Buy |
446
+5
| +1% | +$1.32K | 0.01% | 233 |
|
|
2024
Q3 | $133K | Hold |
441
| – | – | 0.01% | 233 |
|
|
2024
Q2 | $128K | Sell |
441
-35
| -7% | -$10.2K | 0.01% | 214 |
|
|
2024
Q1 | $134K | Sell |
476
-10
| -2% | -$2.83K | 0.01% | 210 |
|
|
2023
Q4 | $126K | Buy |
486
+9
| +2% | +$2.34K | 0.01% | 223 |
|
|
2023
Q3 | $105K | Buy |
477
+10
| +2% | +$2.21K | 0.01% | 222 |
|
|
2023
Q2 | $100K | Hold |
467
| – | – | 0.01% | 234 |
|
|
2023
Q1 | $107K | Sell |
467
-10
| -2% | -$2.28K | 0.01% | 223 |
|
|
2022
Q4 | $118K | Sell |
477
-145
| -23% | -$36K | 0.02% | 212 |
|
|
2022
Q3 | $132K | Hold |
622
| – | – | 0.02% | 179 |
|
|
2022
Q2 | $138K | Hold |
622
| – | – | 0.02% | 182 |
|
|
2022
Q1 | $150K | Sell |
622
-105
| -14% | -$25.3K | 0.03% | 188 |
|
|
2021
Q4 | $152K | Buy |
727
+101
| +16% | +$21.1K | 0.02% | 208 |
|
|
2021
Q3 | $123K | Hold |
626
| – | – | 0.03% | 239 |
|
|
2021
Q2 | $118K | Hold |
626
| – | – | 0.03% | 230 |
|
|
2021
Q1 | $114K | Buy |
626
+4
| +0.6% | +$728 | 0.03% | 233 |
|
|
2020
Q4 | $93K | Sell |
622
-64
| -9% | -$9.57K | 0.03% | 259 |
|
|
2020
Q3 | $95K | Buy |
686
+64
| +10% | +$8.86K | 0.03% | 242 |
|
|
2020
Q2 | $93K | Sell |
622
-709
| -53% | -$106K | 0.04% | 219 |
|
|
2020
Q1 | $176K | Sell |
1,331
-185
| -12% | -$24.5K | 0.08% | 129 |
|
|
2019
Q4 | $267K | Sell |
1,516
-35
| -2% | -$6.16K | 0.09% | 125 |
|
|
2019
Q3 | $283K | Sell |
1,551
-3
| -0.2% | -$547 | 0.08% | 127 |
|
|
2019
Q2 | $283K | Buy |
1,554
+104
| +7% | +$18.9K | 0.09% | 117 |
|
|
2019
Q1 | $245K | Sell |
1,450
-3
| -0.2% | -$507 | 0.08% | 127 |
|
|
2018
Q4 | $228K | Buy |
1,453
+30
| +2% | +$4.71K | 0.08% | 126 |
|
|
2018
Q3 | $291K | Buy |
1,423
+11
| +0.8% | +$2.25K | 0.09% | 115 |
|
|
2018
Q2 | $263K | Sell |
1,412
-44
| -3% | -$8.2K | 0.13% | 126 |
|
|
2018
Q1 | $322K | Buy |
1,456
+179
| +14% | +$39.6K | 0.17% | 103 |
|
|
2017
Q4 | $260K | Sell |
1,277
-27
| -2% | -$5.5K | 0.14% | 114 |
|
|
2017
Q3 | $268K | Hold |
1,304
| – | – | 0.16% | 100 |
|
|
2017
Q2 | $258K | Sell |
1,304
-65
| -5% | -$12.9K | 0.16% | 103 |
|
|
2017
Q1 | $256K | Sell |
1,369
-154
| -10% | -$28.8K | 0.15% | 108 |
|
|
2016
Q4 | $263K | Buy |
1,523
+203
| +15% | +$35.1K | 0.16% | 99 |
|
|
2016
Q3 | $205K | Buy |
1,320
+105
| +9% | +$16.3K | 0.14% | 116 |
|
|
2016
Q2 | $169K | Buy |
1,215
+75
| +7% | +$10.4K | 0.12% | 131 |
|
|
2016
Q1 | $150K | Hold |
1,140
| – | – | 0.12% | 135 |
|
|
2015
Q4 | $157K | Sell |
1,140
-420
| -27% | -$57.8K | 0.12% | 135 |
|
|
2015
Q3 | $215K | Hold |
1,560
| – | – | 0.17% | 100 |
|
|
2015
Q2 | $221K | Buy |
1,560
+210
| +16% | +$29.8K | 0.16% | 104 |
|
|
2015
Q1 | $183K | Hold |
1,350
| – | – | 0.13% | 118 |
|
|
2014
Q4 | $186K | Buy |
1,350
+845
| +167% | +$116K | 0.14% | 110 |
|
|
2014
Q3 | $64K | Buy |
505
+210
| +71% | +$26.6K | 0.06% | 221 |
|
|
2014
Q2 | $34K | Buy |
295
+95
| +48% | +$10.9K | 0.03% | 287 |
|
|
2014
Q1 | $22K | Hold |
200
| – | – | 0.02% | 239 |
|
|
2013
Q4 | $19K | Hold |
200
| – | – | 0.01% | 355 |
|
|
2013
Q3 | $18K | Sell |
200
-476
| -70% | -$42.8K | 0.01% | 294 |
|
|
2013
Q2 | $53K | Buy |
+676
| New | +$53K | 0.04% | 164 |
|