Strategic Wealth Partners’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 | $269K | Buy |
+921
| New | +$269K | 0.02% | 287 |
|
|
2024
Q4 | $292K | Sell |
1,184
-12,297
| -91% | -$3.03M | 0.02% | 265 |
|
|
2024
Q3 | $4.07M | Buy |
+13,481
| New | +$4.07M | 0.39% | 76 |
|
|
2020
Q2 | – | Sell |
-1,132
| Closed | -$200K | – | 144 |
|
|
2020
Q1 | $200K | Hold |
1,132
| – | – | 0.1% | 133 |
|
|
2019
Q4 | $200K | Sell |
1,132
-1,055
| -48% | -$186K | 0.1% | 133 |
|
|
2019
Q3 | $78.9K | Sell |
2,187
-4,687
| -68% | -$169K | 0.41% | 70 |
|
|
2019
Q2 | $1.25M | Sell |
6,874
-1,116
| -14% | -$203K | 0.6% | 48 |
|
|
2019
Q1 | $1.37M | Buy |
7,990
+1,255
| +19% | +$216K | 0.63% | 45 |
|
|
2018
Q4 | $1.12M | Sell |
6,735
-78
| -1% | -$13K | 0.57% | 48 |
|
|
2018
Q3 | $1.4M | Buy |
6,813
+714
| +12% | +$146K | 0.74% | 37 |
|
|
2018
Q2 | $1.14M | Sell |
6,099
-1,521
| -20% | -$284K | 0.66% | 38 |
|
|
2018
Q1 | $1.68M | Buy |
7,620
+4,541
| +147% | +$1M | 0.87% | 30 |
|
|
2017
Q4 | $613K | Buy |
+3,079
| New | +$613K | 0.34% | 101 |
|