SIA
Schechter Investment Advisors’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.46M | Sell |
5,350
-276
| -5% | -$75.2K | 0.12% | 171 |
|
|
2024
Q4 | $1.48M | Sell |
5,626
-984
| -15% | -$259K | 0.11% | 177 |
|
|
2024
Q3 | $2M | Sell |
6,610
-421
| -6% | -$127K | 0.15% | 135 |
|
|
2024
Q2 | $2.04M | Buy |
7,031
+204
| +3% | +$59.2K | 0.15% | 116 |
|
|
2024
Q1 | $1.93M | Buy |
6,827
+2,236
| +49% | +$632K | 0.14% | 127 |
|
|
2023
Q4 | $1.19M | Buy |
4,591
+49
| +1% | +$12.7K | 0.1% | 199 |
|
|
2023
Q3 | $1M | Buy |
4,542
+947
| +26% | +$209K | 0.1% | 219 |
|
|
2023
Q2 | $773K | Sell |
3,595
-236
| -6% | -$50.8K | 0.07% | 293 |
|
|
2023
Q1 | $874K | Buy |
3,831
+330
| +9% | +$75.3K | 0.08% | 285 |
|
|
2022
Q4 | $869K | Sell |
3,501
-74
| -2% | -$18.4K | 0.08% | 339 |
|
|
2022
Q3 | $758K | Sell |
3,575
-252
| -7% | -$53.4K | 0.07% | 375 |
|
|
2022
Q2 | $846K | Sell |
3,827
-816
| -18% | -$180K | 0.08% | 347 |
|
|
2022
Q1 | $1.12M | Buy |
4,643
+117
| +3% | +$28.2K | 0.1% | 265 |
|
|
2021
Q4 | $943K | Buy |
+4,526
| New | +$943K | 0.09% | 325 |
|