RSWM
Robertson Stephens Wealth Management’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
4,418
+3,653
| +478% | +$965K | 0.04% | 246 |
|
|
2025
Q1 | $209K | Sell |
765
-76
| -9% | -$20.7K | 0.01% | 518 |
|
|
2024
Q4 | $222K | Buy |
841
+17
| +2% | +$4.48K | 0.01% | 528 |
|
|
2024
Q3 | $249K | Buy |
824
+16
| +2% | +$4.84K | 0.01% | 548 |
|
|
2024
Q2 | $234K | Sell |
808
-794
| -50% | -$230K | 0.01% | 451 |
|
|
2024
Q1 | $453K | Buy |
1,602
+79
| +5% | +$22.3K | 0.02% | 355 |
|
|
2023
Q4 | $395K | Sell |
1,523
-66
| -4% | -$17.1K | 0.02% | 344 |
|
|
2023
Q3 | $351K | Buy |
+1,589
| New | +$351K | 0.02% | 359 |
|