ProVise Management Group’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 | $10.6M | Buy |
36,462
+3,091
| +9% | +$902K | 0.84% | 39 |
|
|
2025
Q1 | $9.1M | Buy |
33,371
+2,506
| +8% | +$683K | 0.77% | 45 |
|
|
2024
Q4 | $8.13M | Buy |
30,865
+253
| +0.8% | +$66.7K | 0.7% | 42 |
|
|
2024
Q3 | $9.25M | Buy |
30,612
+1,228
| +4% | +$371K | 0.73% | 42 |
|
|
2024
Q2 | $8.53M | Buy |
29,384
+336
| +1% | +$97.5K | 0.73% | 41 |
|
|
2024
Q1 | $8.21M | Buy |
29,048
+1,960
| +7% | +$554K | 0.71% | 44 |
|
|
2023
Q4 | $7.03M | Buy |
27,088
+957
| +4% | +$249K | 0.6% | 49 |
|
|
2023
Q3 | $5.77M | Buy |
26,131
+798
| +3% | +$176K | 0.54% | 54 |
|
|
2023
Q2 | $5.45M | Sell |
25,333
-31
| -0.1% | -$6.67K | 0.49% | 60 |
|
|
2023
Q1 | $5.79M | Sell |
25,364
-121
| -0.5% | -$27.6K | 0.55% | 52 |
|
|
2022
Q4 | $6.32M | Buy |
25,485
+8,903
| +54% | +$2.21M | 0.64% | 49 |
|
|
2022
Q3 | $3.52M | Buy |
16,582
+930
| +6% | +$197K | 0.39% | 77 |
|
|
2022
Q2 | $3.46M | Buy |
15,652
+1,626
| +12% | +$360K | 0.37% | 81 |
|
|
2022
Q1 | $3.38M | Buy |
14,026
+4,872
| +53% | +$1.18M | 0.32% | 86 |
|
|
2021
Q4 | $1.91M | Buy |
9,154
+4,640
| +103% | +$967K | 0.17% | 133 |
|
|
2021
Q3 | $885K | Buy |
4,514
+1,326
| +42% | +$260K | 0.09% | 185 |
|
|
2021
Q2 | $600K | Sell |
3,188
-9,696
| -75% | -$1.82M | 0.06% | 215 |
|
|
2021
Q1 | $2.34M | Sell |
12,884
-341
| -3% | -$61.9K | 0.25% | 107 |
|
|
2020
Q4 | $1.97M | Sell |
13,225
-644
| -5% | -$95.8K | 0.23% | 111 |
|
|
2020
Q3 | $1.92M | Buy |
13,869
+787
| +6% | +$109K | 0.26% | 105 |
|
|
2020
Q2 | $1.96M | Sell |
13,082
-321
| -2% | -$48K | 0.28% | 97 |
|
|
2020
Q1 | $1.77M | Sell |
13,403
-850
| -6% | -$112K | 0.3% | 95 |
|
|
2019
Q4 | $2.51M | Sell |
14,253
-264
| -2% | -$46.5K | 0.31% | 97 |
|
|
2019
Q3 | $2.65M | Buy |
14,517
+901
| +7% | +$165K | 0.35% | 85 |
|
|
2019
Q2 | $2.48M | Buy |
13,616
+1,331
| +11% | +$242K | 0.33% | 91 |
|
|
2019
Q1 | $2.08M | Sell |
12,285
-373
| -3% | -$63.2K | 0.29% | 96 |
|
|
2018
Q4 | $1.99M | Sell |
12,658
-620
| -5% | -$97.5K | 0.31% | 87 |
|
|
2018
Q3 | $2.72M | Buy |
13,278
+132
| +1% | +$27K | 0.36% | 82 |
|
|
2018
Q2 | $2.45K | Buy |
13,146
+500
| +4% | +$93 | 0.18% | 108 |
|
|
2018
Q1 | $2.79M | Sell |
12,646
-543
| -4% | -$120K | 0.41% | 73 |
|
|
2017
Q4 | $2.68M | Buy |
13,189
+125
| +1% | +$25.4K | 0.38% | 80 |
|
|
2017
Q3 | $2.69M | Buy |
13,064
+365
| +3% | +$75K | 0.39% | 83 |
|
|
2017
Q2 | $2.52M | Buy |
12,699
+779
| +7% | +$154K | 0.38% | 80 |
|
|
2017
Q1 | $2.23M | Buy |
11,920
+315
| +3% | +$59K | 0.36% | 85 |
|
|
2016
Q4 | $2M | Sell |
11,605
-430
| -4% | -$74.3K | 0.34% | 93 |
|
|
2016
Q3 | $1.87M | Buy |
12,035
+1,195
| +11% | +$185K | 0.32% | 89 |
|
|
2016
Q2 | $1.51M | Buy |
10,840
+1,880
| +21% | +$262K | 0.28% | 102 |
|
|
2016
Q1 | $1.18M | Buy |
8,960
+45
| +0.5% | +$5.91K | 0.24% | 110 |
|
|
2015
Q4 | $1.23M | Hold |
8,915
| – | – | 0.26% | 113 |
|
|
2015
Q3 | $1.23M | Sell |
8,915
-55
| -0.6% | -$7.59K | 0.29% | 102 |
|
|
2015
Q2 | $1.27M | Buy |
8,970
+100
| +1% | +$14.2K | 0.27% | 103 |
|
|
2015
Q1 | $1.2M | Sell |
8,870
-120
| -1% | -$16.3K | 0.25% | 112 |
|
|
2014
Q4 | $1.24M | Buy |
8,990
+926
| +11% | +$127K | 0.27% | 111 |
|
|
2014
Q3 | $1.03M | Buy |
8,064
+2,789
| +53% | +$355K | 0.22% | 131 |
|
|
2014
Q2 | $615K | Sell |
5,275
-175
| -3% | -$20.4K | 0.13% | 178 |
|
|
2014
Q1 | $594K | Sell |
5,450
-244
| -4% | -$26.6K | 0.14% | 165 |
|
|
2013
Q4 | $544K | Buy |
5,694
+1,930
| +51% | +$184K | 0.14% | 170 |
|
|
2013
Q3 | $329K | Buy |
3,764
+89
| +2% | +$7.78K | 0.09% | 226 |
|
|
2013
Q2 | $287K | Buy |
+3,675
| New | +$287K | 0.08% | 240 |
|