Principle 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 | $8.08M | Sell |
27,693
-324
| -1% | -$94.5K | 0.5% | 42 |
|
|
2025
Q1 | $7.64M | Buy |
28,017
+586
| +2% | +$160K | 0.55% | 43 |
|
|
2024
Q4 | $7.23M | Sell |
27,431
-230
| -0.8% | -$60.6K | 0.51% | 46 |
|
|
2024
Q3 | $8.36M | Sell |
27,661
-71
| -0.3% | -$21.5K | 0.59% | 43 |
|
|
2024
Q2 | $8.05M | Buy |
27,732
+142
| +0.5% | +$41.2K | 0.61% | 42 |
|
|
2024
Q1 | $7.79M | Sell |
27,590
-704
| -2% | -$199K | 0.61% | 42 |
|
|
2023
Q4 | $7.35M | Buy |
28,294
+596
| +2% | +$155K | 0.63% | 42 |
|
|
2023
Q3 | $6.12M | Buy |
27,698
+290
| +1% | +$64.1K | 0.62% | 44 |
|
|
2023
Q2 | $5.9M | Buy |
27,408
+745
| +3% | +$160K | 0.59% | 42 |
|
|
2023
Q1 | $6.08M | Sell |
26,663
-485
| -2% | -$111K | 0.65% | 42 |
|
|
2022
Q4 | $6.74M | Sell |
27,148
-649
| -2% | -$161K | 0.76% | 34 |
|
|
2022
Q3 | $5.9K | Sell |
27,797
-377
| -1% | -$80 | 0.56% | 32 |
|
|
2022
Q2 | $6.23M | Buy |
28,174
+291
| +1% | +$64.4K | 0.75% | 28 |
|
|
2022
Q1 | $6.73M | Buy |
27,883
+1,496
| +6% | +$361K | 0.71% | 29 |
|
|
2021
Q4 | $5.5M | Buy |
26,387
+1
| +0% | +$208 | 0.58% | 37 |
|
|
2021
Q3 | $5.17M | Sell |
26,386
-270
| -1% | -$52.9K | 0.6% | 31 |
|
|
2021
Q2 | $5.02M | Buy |
26,656
+1,899
| +8% | +$357K | 0.57% | 34 |
|
|
2021
Q1 | $4.5M | Buy |
24,757
+2,931
| +13% | +$532K | 0.53% | 40 |
|
|
2020
Q4 | $3.25M | Buy |
21,826
+7,275
| +50% | +$1.08M | 0.43% | 50 |
|
|
2020
Q3 | $2.01M | Buy |
14,551
+106
| +0.7% | +$14.7K | 0.56% | 32 |
|
|
2020
Q2 | $2.16M | Buy |
14,445
+64
| +0.4% | +$9.57K | 0.63% | 28 |
|
|
2020
Q1 | $1.9M | Buy |
14,381
+585
| +4% | +$77.4K | 0.71% | 26 |
|
|
2019
Q4 | $2.43M | Sell |
13,796
-137
| -1% | -$24.2K | 0.78% | 33 |
|
|
2019
Q3 | $2.55M | Buy |
13,933
+330
| +2% | +$60.3K | 0.88% | 32 |
|
|
2019
Q2 | $2.47M | Buy |
13,603
+200
| +1% | +$36.4K | 1.27% | 22 |
|
|
2019
Q1 | $2.27M | Hold |
13,403
| – | – | 1.3% | 22 |
|
|
2018
Q4 | $2.11M | Buy |
+13,403
| New | +$2.11M | 1.77% | 20 |
|