Smith Salley 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 | $253K | Sell |
868
-110
| -11% | -$32.1K | 0.01% | 235 |
|
2025
Q1 | $267K | Hold |
978
| – | – | 0.02% | 215 |
|
2024
Q4 | $258K | Sell |
978
-38
| -4% | -$10K | 0.02% | 219 |
|
2024
Q3 | $307K | Buy |
1,016
+14
| +1% | +$4.23K | 0.02% | 205 |
|
2024
Q2 | $291K | Sell |
1,002
-128
| -11% | -$37.2K | 0.02% | 202 |
|
2024
Q1 | $319K | Sell |
1,130
-62
| -5% | -$17.5K | 0.02% | 196 |
|
2023
Q4 | $309K | Buy |
1,192
+24
| +2% | +$6.23K | 0.02% | 211 |
|
2023
Q3 | $258K | Buy |
1,168
+180
| +18% | +$39.8K | 0.02% | 211 |
|
2023
Q2 | $213K | Sell |
988
-69
| -7% | -$14.9K | 0.02% | 220 |
|
2023
Q1 | $241K | Sell |
1,057
-150
| -12% | -$34.2K | 0.02% | 211 |
|
2022
Q4 | $299K | Hold |
1,207
| – | – | 0.03% | 194 |
|
2022
Q3 | $256K | Hold |
1,207
| – | – | 0.02% | 195 |
|
2022
Q2 | $267K | Sell |
1,207
-17
| -1% | -$3.76K | 0.02% | 195 |
|
2022
Q1 | $295K | Sell |
1,224
-510
| -29% | -$123K | 0.02% | 205 |
|
2021
Q4 | $361K | Hold |
1,734
| – | – | 0.03% | 199 |
|
2021
Q3 | $340K | Sell |
1,734
-9
| -0.5% | -$1.77K | 0.03% | 206 |
|
2021
Q2 | $328K | Sell |
1,743
-268
| -13% | -$50.4K | 0.03% | 213 |
|
2021
Q1 | $365K | Sell |
2,011
-684
| -25% | -$124K | 0.03% | 194 |
|
2020
Q4 | $401K | Buy |
+2,695
| New | +$401K | 0.04% | 168 |
|