SAM
Secure Asset Management’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
4,813
-2,951
| -38% | -$861K | 0.26% | 97 |
|
|
2025
Q1 | $2.12M | Buy |
7,764
+1,648
| +27% | +$449K | 0.42% | 71 |
|
|
2024
Q4 | $1.61M | Buy |
6,116
+710
| +13% | +$187K | 0.24% | 103 |
|
|
2024
Q3 | $1.63M | Sell |
5,406
-325
| -6% | -$98.2K | 0.28% | 91 |
|
|
2024
Q2 | $1.66M | Buy |
5,731
+258
| +5% | +$74.9K | 0.31% | 72 |
|
|
2024
Q1 | $1.55M | Sell |
5,473
-876
| -14% | -$247K | 0.36% | 60 |
|
|
2023
Q4 | $1.65M | Sell |
6,349
-5
| -0.1% | -$1.3K | 0.44% | 52 |
|
|
2023
Q3 | $1.4M | Sell |
6,354
-1,952
| -24% | -$431K | 0.42% | 51 |
|
|
2023
Q2 | $1.79M | Buy |
8,306
+598
| +8% | +$129K | 0.54% | 48 |
|
|
2023
Q1 | $1.76M | Buy |
7,708
+719
| +10% | +$164K | 0.59% | 47 |
|
|
2022
Q4 | $1.73M | Buy |
6,989
+3,941
| +129% | +$978K | 0.62% | 42 |
|
|
2022
Q3 | $647K | Buy |
3,048
+483
| +19% | +$103K | 0.36% | 55 |
|
|
2022
Q2 | $568K | Buy |
2,565
+929
| +57% | +$206K | 0.31% | 66 |
|
|
2022
Q1 | $395K | Buy |
1,636
+66
| +4% | +$15.9K | 0.18% | 111 |
|
|
2021
Q4 | $327K | Buy |
1,570
+59
| +4% | +$12.3K | 0.13% | 135 |
|
|
2021
Q3 | $296K | Buy |
1,511
+60
| +4% | +$11.8K | 0.15% | 126 |
|
|
2021
Q2 | $273K | Sell |
1,451
-22
| -1% | -$4.14K | 0.14% | 143 |
|
|
2021
Q1 | $267K | Sell |
1,473
-87
| -6% | -$15.8K | 0.15% | 136 |
|
|
2020
Q4 | $232K | Buy |
+1,560
| New | +$232K | 0.14% | 138 |
|
|
2020
Q1 | – | Sell |
-1,742
| Closed | -$307K | – | 127 |
|
|
2019
Q4 | $307K | Buy |
+1,742
| New | +$307K | 0.22% | 111 |
|