Sterling Financial Planning’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 | $324K | Buy |
1,111
+5
| +0.5% | +$1.46K | 0.11% | 83 |
|
|
2025
Q1 | $302K | Buy |
1,106
+4
| +0.4% | +$1.09K | 0.11% | 84 |
|
|
2024
Q4 | $290K | Buy |
1,102
+5
| +0.5% | +$1.32K | 0.11% | 87 |
|
|
2024
Q3 | $332K | Buy |
1,097
+4
| +0.4% | +$1.21K | 0.12% | 84 |
|
|
2024
Q2 | $317K | Buy |
1,093
+4
| +0.4% | +$1.16K | 0.13% | 84 |
|
|
2024
Q1 | $308K | Buy |
1,089
+4
| +0.4% | +$1.13K | 0.12% | 85 |
|
|
2023
Q4 | $282K | Buy |
1,085
+5
| +0.5% | +$1.3K | 0.12% | 84 |
|
|
2023
Q3 | $239K | Buy |
1,080
+5
| +0.5% | +$1.11K | 0.12% | 88 |
|
|
2023
Q2 | $231K | Buy |
1,075
+6
| +0.6% | +$1.29K | 0.11% | 90 |
|
|
2023
Q1 | $244K | Sell |
1,069
-83
| -7% | -$18.9K | 0.13% | 88 |
|
|
2022
Q4 | $286K | Buy |
1,152
+5
| +0.4% | +$1.24K | 0.17% | 78 |
|
|
2022
Q3 | $243K | Buy |
1,147
+4
| +0.3% | +$847 | 0.17% | 78 |
|
|
2022
Q2 | $253K | Sell |
1,143
-95
| -8% | -$21K | 0.18% | 81 |
|
|
2022
Q1 | $299K | Buy |
1,238
+4
| +0.3% | +$966 | 0.19% | 74 |
|
|
2021
Q4 | $257K | Buy |
1,234
+105
| +9% | +$21.9K | 0.16% | 83 |
|
|
2021
Q3 | $221K | Buy |
1,129
+5
| +0.4% | +$979 | 0.14% | 80 |
|
|
2021
Q2 | $212K | Buy |
1,124
+5
| +0.4% | +$943 | 0.14% | 80 |
|
|
2021
Q1 | $203K | Buy |
1,119
+6
| +0.5% | +$1.09K | 0.14% | 77 |
|
|
2020
Q4 | $166K | Buy |
+1,113
| New | +$166K | 0.13% | 79 |
|