Primoris Wealth Advisors’s General Dynamics GD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,297
Closed -$694K 97
2024
Q3
$694K Sell
2,297
-750
-25% -$227K 0.5% 54
2024
Q2
$884K Buy
+3,047
New +$884K 0.71% 41
2024
Q1
Sell
-1,547
Closed -$402K 99
2023
Q4
$402K Buy
+1,547
New +$402K 0.38% 59