Regent Peak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $809K | Sell |
2,968
-388
| -12% | -$106K | 0.19% | 54 |
|
|
2024
Q4 | $884K | Sell |
3,356
-5,327
| -61% | -$1.4M | 0.2% | 53 |
|
|
2024
Q3 | $2.62M | Sell |
8,683
-709
| -8% | -$214K | 0.6% | 33 |
|
|
2024
Q2 | $2.72M | Sell |
9,392
-730
| -7% | -$212K | 0.62% | 36 |
|
|
2024
Q1 | $2.86M | Sell |
10,122
-708
| -7% | -$200K | 0.73% | 30 |
|
|
2023
Q4 | $2.81M | Buy |
10,830
+41
| +0.4% | +$10.6K | 0.76% | 30 |
|
|
2023
Q3 | $2.38M | Buy |
10,789
+49
| +0.5% | +$10.8K | 0.73% | 32 |
|
|
2023
Q2 | $2.31M | Sell |
10,740
-164
| -2% | -$35.3K | 0.67% | 36 |
|
|
2023
Q1 | $2.49M | Buy |
10,904
+755
| +7% | +$172K | 0.77% | 30 |
|
|
2022
Q4 | $2.52M | Buy |
10,149
+543
| +6% | +$135K | 0.83% | 28 |
|
|
2022
Q3 | $2.04M | Buy |
9,606
+129
| +1% | +$27.4K | 0.72% | 32 |
|
|
2022
Q2 | $2.1M | Sell |
9,477
-1,061
| -10% | -$235K | 0.68% | 35 |
|
|
2022
Q1 | $2.54M | Buy |
10,538
+419
| +4% | +$101K | 0.73% | 29 |
|
|
2021
Q4 | $2.11M | Sell |
10,119
-982
| -9% | -$205K | 0.57% | 37 |
|
|
2021
Q3 | $2.18M | Buy |
11,101
+179
| +2% | +$35.1K | 0.62% | 35 |
|
|
2021
Q2 | $2.14M | Buy |
10,922
+475
| +5% | +$93.1K | 0.6% | 37 |
|
|
2021
Q1 | $1.9M | Buy |
10,447
+935
| +10% | +$170K | 0.62% | 36 |
|
|
2020
Q4 | $1.42M | Buy |
+9,512
| New | +$1.42M | 0.47% | 44 |
|
|
2020
Q3 | – | Sell |
-8,353
| Closed | -$1.25M | – | 132 |
|
|
2020
Q2 | $1.25M | Buy |
8,353
+1,270
| +18% | +$190K | 0.57% | 41 |
|
|
2020
Q1 | $937K | Buy |
7,083
+855
| +14% | +$113K | 0.52% | 44 |
|
|
2019
Q4 | $1.1M | Buy |
+6,228
| New | +$1.1M | 0.5% | 45 |
|