SVWAG
Sound View Wealth Advisors Group’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.01M | Buy |
13,752
+166
| +1% | +$48.4K | 0.3% | 80 |
|
|
2025
Q1 | $3.7M | Buy |
13,586
+362
| +3% | +$98.7K | 0.3% | 76 |
|
|
2024
Q4 | $3.48M | Buy |
13,224
+321
| +2% | +$84.6K | 0.28% | 80 |
|
|
2024
Q3 | $3.9M | Buy |
12,903
+1,490
| +13% | +$450K | 0.32% | 72 |
|
|
2024
Q2 | $3.31M | Sell |
11,413
-684
| -6% | -$198K | 0.34% | 65 |
|
|
2024
Q1 | $3.42M | Sell |
12,097
-2,336
| -16% | -$660K | 0.36% | 64 |
|
|
2023
Q4 | $3.75M | Sell |
14,433
-2,748
| -16% | -$714K | 0.41% | 59 |
|
|
2023
Q3 | $3.8M | Buy |
17,181
+867
| +5% | +$192K | 0.47% | 54 |
|
|
2023
Q2 | $3.51M | Sell |
16,314
-132
| -0.8% | -$28.4K | 0.46% | 54 |
|
|
2023
Q1 | $3.75M | Buy |
16,446
+2,013
| +14% | +$459K | 0.52% | 49 |
|
|
2022
Q4 | $3.75M | Buy |
14,433
+906
| +7% | +$235K | 0.41% | 59 |
|
|
2022
Q3 | $2.87M | Sell |
13,527
-127
| -0.9% | -$26.9K | 0.64% | 46 |
|
|
2022
Q2 | $3.02M | Sell |
13,654
-628
| -4% | -$139K | 0.63% | 45 |
|
|
2022
Q1 | $3.45M | Sell |
14,282
-1,333
| -9% | -$322K | 0.66% | 46 |
|
|
2021
Q4 | $3.26M | Sell |
15,615
-201
| -1% | -$41.9K | 0.62% | 47 |
|
|
2021
Q3 | $3.1M | Sell |
15,816
-771
| -5% | -$151K | 0.65% | 44 |
|
|
2021
Q2 | $3.12M | Buy |
16,587
+2,509
| +18% | +$472K | 0.66% | 44 |
|
|
2021
Q1 | $2.56M | Sell |
14,078
-17
| -0.1% | -$3.09K | 0.6% | 46 |
|
|
2020
Q4 | $2.1M | Sell |
14,095
-3,500
| -20% | -$521K | 0.51% | 51 |
|
|
2020
Q3 | $2.44M | Sell |
17,595
-713
| -4% | -$98.7K | 0.64% | 45 |
|
|
2020
Q2 | $2.74M | Buy |
18,308
+207
| +1% | +$30.9K | 0.77% | 39 |
|
|
2020
Q1 | $2.4M | Buy |
18,101
+530
| +3% | +$70.1K | 0.83% | 39 |
|
|
2019
Q4 | $3.1M | Sell |
17,571
-834
| -5% | -$147K | 0.87% | 39 |
|
|
2019
Q3 | $3.36M | Sell |
18,405
-1,332
| -7% | -$243K | 1% | 31 |
|
|
2019
Q2 | $3.59M | Buy |
+19,737
| New | +$3.59M | 1.06% | 27 |
|