PYA Waltman Capital’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
$2.53M Buy
8,679
+656
+8% +$191K 0.73% 32
2025
Q1
$2.19M Buy
8,023
+399
+5% +$109K 0.69% 35
2024
Q4
$2.01M Buy
7,624
+171
+2% +$45.1K 0.65% 36
2024
Q3
$2.25M Buy
7,453
+348
+5% +$105K 0.74% 33
2024
Q2
$2.06M Buy
7,105
+666
+10% +$193K 0.76% 32
2024
Q1
$1.82M Buy
6,439
+123
+2% +$34.7K 0.67% 35
2023
Q4
$1.64M Buy
6,316
+420
+7% +$109K 0.68% 34
2023
Q3
$1.3M Buy
5,896
+1,579
+37% +$349K 0.55% 35
2023
Q2
$977K Buy
4,317
+1,198
+38% +$271K 0.42% 37
2023
Q1
$712K Buy
3,119
+1,076
+53% +$246K 0.35% 38
2022
Q4
$507K Buy
2,043
+397
+24% +$98.5K 0.27% 39
2022
Q3
$349K Buy
1,646
+1,166
+243% +$247K 0.21% 37
2022
Q2
$106K Buy
+480
New +$106K 0.06% 72