RKL Wealth Management’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
$2.24M Buy
7,689
+177
+2% +$51.6K 0.2% 62
2025
Q1
$2.05M Buy
7,512
+103
+1% +$28.1K 0.19% 70
2024
Q4
$1.95M Buy
7,409
+105
+1% +$27.7K 0.17% 72
2024
Q3
$2.21M Buy
7,304
+147
+2% +$44.4K 0.2% 63
2024
Q2
$2.08M Buy
7,157
+89
+1% +$25.8K 0.2% 58
2024
Q1
$2M Buy
7,068
+164
+2% +$46.3K 0.2% 60
2023
Q4
$1.79M Sell
6,904
-62
-0.9% -$16.1K 0.19% 59
2023
Q3
$1.54M Buy
6,966
+142
+2% +$31.4K 0.19% 61
2023
Q2
$1.47M Buy
6,824
+4,704
+222% +$1.01M 0.17% 63
2023
Q1
$484K Buy
2,120
+1
+0% +$228 0.06% 95
2022
Q4
$526K Hold
2,119
0.07% 91
2022
Q3
$450K Buy
2,119
+13
+0.6% +$2.76K 0.06% 93
2022
Q2
$466K Buy
2,106
+93
+5% +$20.6K 0.06% 95
2022
Q1
$485K Hold
2,013
0.06% 99
2021
Q4
$420K Hold
2,013
0.05% 95
2021
Q3
$395K Sell
2,013
-26
-1% -$5.1K 0.05% 95
2021
Q2
$384K Buy
2,039
+73
+4% +$13.7K 0.05% 101
2021
Q1
$357K Sell
1,966
-4
-0.2% -$726 0.05% 103
2020
Q4
$293K Hold
1,970
0.04% 107
2020
Q3
$273K Hold
1,970
0.04% 107
2020
Q2
$294K Hold
1,970
0.05% 98
2020
Q1
$261K Sell
1,970
-102
-5% -$13.5K 0.05% 103
2019
Q4
$365K Sell
2,072
-180
-8% -$31.7K 0.07% 99
2019
Q3
$412K Sell
2,252
-17
-0.7% -$3.11K 0.08% 100
2019
Q2
$413K Buy
2,269
+181
+9% +$32.9K 0.08% 101
2019
Q1
$355K Sell
2,088
-47
-2% -$7.99K 0.07% 108
2018
Q4
$336K Buy
2,135
+47
+2% +$7.4K 0.08% 107
2018
Q3
$428K Sell
2,088
-262
-11% -$53.7K 0.09% 105
2018
Q2
$438K Sell
2,350
-236
-9% -$44K 0.1% 106
2018
Q1
$570K Buy
2,586
+200
+8% +$44.1K 0.13% 97
2017
Q4
$487K Sell
2,386
-200
-8% -$40.8K 0.12% 102
2017
Q3
$532K Hold
2,586
0.15% 102
2017
Q2
$515K Buy
2,586
+482
+23% +$96K 0.16% 102
2017
Q1
$393K Hold
2,104
0.16% 92
2016
Q4
$363K Buy
2,104
+264
+14% +$45.5K 0.18% 70
2016
Q3
$285K Sell
1,840
-31
-2% -$4.8K 0.14% 65
2016
Q2
$262K Buy
1,871
+31
+2% +$4.34K 0.14% 65
2016
Q1
$242K Sell
1,840
-30
-2% -$3.95K 0.14% 55
2015
Q4
$257 Sell
1,870
-84
-4% -$12 0.12% 50
2015
Q3
$270K Hold
1,954
0.17% 48
2015
Q2
$277K Hold
1,954
0.17% 48
2015
Q1
$265K Hold
1,954
0.16% 53
2014
Q4
$269K Sell
1,954
-130
-6% -$17.9K 0.18% 52
2014
Q3
$265K Hold
2,084
0.19% 56
2014
Q2
$243K Hold
2,084
0.18% 55
2014
Q1
$227K Buy
+2,084
New +$227K 0.17% 58