Sequoia Financial Advisors’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.3M | Buy |
50,429
+2,318
| +5% | +$822K | 0.1% | 143 |
|
|
2025
Q4 | $16.2M | Buy |
48,111
+556
| +1% | +$190K | 0.09% | 153 |
|
|
2025
Q3 | $16.2M | Buy |
47,555
+6,492
| +16% | +$2.05M | 0.1% | 145 |
|
|
2025
Q2 | $12M | Buy |
41,063
+9,691
| +31% | +$2.67M | 0.08% | 171 |
|
|
2025
Q1 | $8.55M | Buy |
31,372
+1,015
| +3% | +$264K | 0.07% | 208 |
|
|
2024
Q4 | $8M | Sell |
30,357
-1,251
| -4% | -$360K | 0.08% | 201 |
|
|
2024
Q3 | $9.55M | Buy |
31,608
+4,105
| +15% | +$1.21M | 0.1% | 154 |
|
|
2024
Q2 | $7.98M | Buy |
27,503
+1,884
| +7% | +$552K | 0.1% | 150 |
|
|
2024
Q1 | $7.24M | Sell |
25,619
-3,597
| -12% | -$962K | 0.09% | 161 |
|
|
2023
Q4 | $7.59M | Buy |
29,216
+6,715
| +30% | +$1.64M | 0.09% | 171 |
|
|
2023
Q3 | $4.97M | Sell |
22,501
-2,485
| -10% | -$550K | 0.09% | 154 |
|
|
2023
Q2 | $5.38M | Buy |
24,986
+19,067
| +322% | +$4.11M | 0.09% | 152 |
|
|
2023
Q1 | $1.35M | Buy |
5,919
+40
| +0.7% | +$9.24K | 0.03% | 267 |
|
|
2022
Q4 | $1.46M | Buy |
5,879
+1,377
| +31% | +$336K | 0.04% | 235 |
|
|
2022
Q3 | $955K | Sell |
4,502
-1,521
| -25% | -$344K | 0.03% | 218 |
|
|
2022
Q2 | $1.33M | Sell |
6,023
-632
| -9% | -$145K | 0.04% | 207 |
|
|
2022
Q1 | $1.6M | Sell |
6,655
-36,583
| -85% | -$8.12M | 0.04% | 206 |
|
|
2021
Q4 | $9.01M | Buy |
43,238
+30,688
| +245% | +$6.2M | 0.25% | 82 |
|
|
2021
Q3 | $2.46M | Sell |
12,550
-24,237
| -66% | -$4.74M | 0.25% | 64 |
|
|
2021
Q2 | $6.93M | Buy |
36,787
+4,850
| +15% | +$915K | 0.25% | 70 |
|
|
2021
Q1 | $5.8M | Buy |
31,937
+29,739
| +1,353% | +$4.86M | 0.24% | 61 |
|
|
2020
Q4 | $327K | Buy |
2,198
+30
| +1% | +$4.39K | 0.02% | 307 |
|
|
2020
Q3 | $300K | Sell |
2,168
-264
| -11% | -$39K | 0.02% | 297 |
|
|
2020
Q2 | $363K | Buy |
2,432
+57
| +2% | +$8.05K | 0.02% | 263 |
|
|
2020
Q1 | $314K | Buy |
2,375
+218
| +10% | +$36.2K | 0.02% | 265 |
|
|
2019
Q4 | $380K | Buy |
2,157
+188
| +10% | +$33.8K | 0.02% | 263 |
|
|
2019
Q3 | $360K | Sell |
1,969
-68
| -3% | -$12.6K | 0.03% | 248 |
|
|
2019
Q2 | $370K | Sell |
2,037
-88
| -4% | -$15.1K | 0.03% | 247 |
|
|
2019
Q1 | $360K | Buy |
2,125
+510
| +32% | +$85.9K | 0.03% | 245 |
|
|
2018
Q4 | $254K | Sell |
1,615
-100
| -6% | -$17.9K | 0.03% | 241 |
|
|
2018
Q3 | $351K | Sell |
1,715
-2
| -0.1% | -$391 | 0.03% | 206 |
|
|
2018
Q2 | $320K | Sell |
1,717
-112
| -6% | -$22.9K | 0.03% | 217 |
|
|
2018
Q1 | $404K | Buy |
1,829
+85
| +5% | +$18.5K | 0.04% | 182 |
|
|
2017
Q4 | $355K | Buy |
1,744
+459
| +36% | +$93.8K | 0.04% | 207 |
|
|
2017
Q3 | $264K | Buy |
1,285
+6
| +0.5% | +$1.2K | 0.03% | 226 |
|
|
2017
Q2 | $253K | Sell |
1,279
-21
| -2% | -$4.11K | 0.03% | 232 |
|
|
2017
Q1 | $243K | Sell |
1,300
-54
| -4% | -$9.98K | 0.03% | 229 |
|
|
2016
Q4 | $234K | Sell |
1,354
-27
| -2% | -$4.42K | 0.03% | 236 |
|
|
2016
Q3 | $214K | Sell |
1,381
-72
| -5% | -$10.7K | 0.04% | 220 |
|
|
2016
Q2 | $202K | Buy |
+1,453
| New | +$203K | 0.06% | 227 |
|
|
2015
Q3 | – | Sell |
-1,519
| Closed | -$215K | – | 184 |
|
|
2015
Q2 | $215K | Buy |
+1,519
| New | +$211K | 0.09% | 173 |
|
Other funds holding GD
LAMI
VCM
VPM
