SSW
Smith Shellnut Wilson’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Sell |
1,232
-451
| -27% | -$132K | 0.16% | 90 |
|
|
2025
Q1 | $459K | Sell |
1,683
-154
| -8% | -$42K | 0.21% | 80 |
|
|
2024
Q4 | $484K | Sell |
1,837
-10
| -0.5% | -$2.64K | 0.21% | 78 |
|
|
2024
Q3 | $558K | Buy |
1,847
+4
| +0.2% | +$1.21K | 0.25% | 68 |
|
|
2024
Q2 | $535K | Buy |
1,843
+3
| +0.2% | +$870 | 0.26% | 61 |
|
|
2024
Q1 | $520K | Buy |
1,840
+15
| +0.8% | +$4.24K | 0.28% | 65 |
|
|
2023
Q4 | $474K | Buy |
1,825
+330
| +22% | +$85.7K | 0.27% | 64 |
|
|
2023
Q3 | $330K | Hold |
1,495
| – | – | 0.2% | 89 |
|
|
2023
Q2 | $322K | Sell |
1,495
-13
| -0.9% | -$2.8K | 0.18% | 97 |
|
|
2023
Q1 | $344K | Hold |
1,508
| – | – | 0.21% | 83 |
|
|
2022
Q4 | $374K | Buy |
1,508
+2
| +0.1% | +$496 | 0.23% | 77 |
|
|
2022
Q3 | $320K | Buy |
1,506
+3
| +0.2% | +$637 | 0.21% | 77 |
|
|
2022
Q2 | $333K | Sell |
1,503
-121
| -7% | -$26.8K | 0.21% | 88 |
|
|
2022
Q1 | $392K | Buy |
1,624
+20
| +1% | +$4.83K | 0.21% | 88 |
|
|
2021
Q4 | $334K | Buy |
1,604
+21
| +1% | +$4.37K | 0.17% | 112 |
|
|
2021
Q3 | $310K | Buy |
1,583
+23
| +1% | +$4.5K | 0.18% | 104 |
|
|
2021
Q2 | $294K | Sell |
1,560
-67
| -4% | -$12.6K | 0.17% | 105 |
|
|
2021
Q1 | $295K | Sell |
1,627
-172
| -10% | -$31.2K | 0.18% | 102 |
|
|
2020
Q4 | $268K | Buy |
+1,799
| New | +$268K | 0.16% | 104 |
|
|
2020
Q3 | – | Sell |
-1,451
| Closed | -$217K | – | 139 |
|
|
2020
Q2 | $217K | Buy |
+1,451
| New | +$217K | 0.16% | 102 |
|
|
2020
Q1 | – | Sell |
-1,720
| Closed | -$303K | – | 134 |
|
|
2019
Q4 | $303K | Hold |
1,720
| – | – | 0.2% | 98 |
|
|
2019
Q3 | $314K | Sell |
1,720
-232
| -12% | -$42.4K | 0.23% | 85 |
|
|
2019
Q2 | $355K | Sell |
1,952
-24
| -1% | -$4.37K | 0.27% | 68 |
|
|
2019
Q1 | $334K | Buy |
1,976
+15
| +0.8% | +$2.54K | 0.26% | 73 |
|
|
2018
Q4 | $308K | Sell |
1,961
-15
| -0.8% | -$2.36K | 0.33% | 62 |
|
|
2018
Q3 | $405K | Buy |
+1,976
| New | +$405K | 0.36% | 47 |
|
|
2018
Q1 | $436K | Sell |
1,976
-845
| -30% | -$186K | 0.37% | 44 |
|
|
2017
Q4 | $574K | Hold |
2,821
| – | – | 0.49% | 39 |
|
|
2017
Q3 | $580K | Buy |
2,821
+89
| +3% | +$18.3K | 0.51% | 37 |
|
|
2017
Q2 | $380K | Sell |
2,732
-112
| -4% | -$15.6K | 0.39% | 50 |
|
|
2017
Q1 | $532K | Buy |
2,844
+1
| +0% | +$187 | 0.49% | 39 |
|
|
2016
Q4 | $491K | Buy |
+2,843
| New | +$491K | 0.47% | 41 |
|