Quadrant Private Wealth Management’s General Dynamics GD Stock Holding History

Quadrant Private Wealth Management’s Portfolio GD Stock Details GD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,491	Closed	-$421K	–	254
2024 Q1	$421K	Hold	1,491	–	–	0.11%	153
2023 Q4	$387K	Buy	1,491 +241	+19%	+$58.8K	0.11%	153
2023 Q3	$276K	Sell	1,250 -150	-11%	-$33.2K	0.09%	171
2023 Q2	$301K	Hold	1,400	–	–	0.09%	185
2023 Q1	$319K	Sell	1,400 -13	-0.9%	-$3K	0.1%	168
2022 Q4	$351K	Buy	+1,413	New	+$345K	0.12%	153
2022 Q2	$317K	Hold	1,424	–	–	0.13%	144
2022 Q1	$343K	Sell	1,424 -15	-1%	-$3.33K	0.13%	148
2021 Q4	$300K	Hold	1,439	–	–	0.11%	167
2021 Q3	$282K	Sell	1,439 -300	-17%	-$58.7K	0.12%	158
2021 Q2	$327K	Sell	1,739 -349	-17%	-$65.8K	0.13%	148
2021 Q1	$379K	Hold	2,088	–	–	0.16%	125
2020 Q4	$311K	Sell	2,088 -278	-12%	-$40.6K	0.14%	141
2020 Q3	$328K	Buy	2,366 +100	+4%	+$14.8K	0.17%	120
2020 Q2	$339K	Buy	+2,266	New	+$320K	0.2%	114

Other funds holding GD

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return