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