Summit Asset 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 | $468K | Buy |
1,606
+63
| +4% | +$18.4K | 0.08% | 108 |
|
|
2025
Q1 | $421K | Hold |
1,543
| – | – | 0.07% | 110 |
|
|
2024
Q4 | $407K | Hold |
1,543
| – | – | 0.07% | 115 |
|
|
2024
Q3 | $466K | Hold |
1,543
| – | – | 0.09% | 100 |
|
|
2024
Q2 | $448K | Hold |
1,543
| – | – | 0.09% | 98 |
|
|
2024
Q1 | $436K | Sell |
1,543
-4
| -0.3% | -$1.13K | 0.09% | 97 |
|
|
2023
Q4 | $402K | Hold |
1,547
| – | – | 0.1% | 101 |
|
|
2023
Q3 | $342K | Hold |
1,547
| – | – | 0.09% | 108 |
|
|
2023
Q2 | $333K | Hold |
1,547
| – | – | 0.09% | 115 |
|
|
2023
Q1 | $353K | Hold |
1,547
| – | – | 0.1% | 105 |
|
|
2022
Q4 | $384K | Hold |
1,547
| – | – | 0.11% | 102 |
|
|
2022
Q3 | $328K | Hold |
1,547
| – | – | 0.11% | 102 |
|
|
2022
Q2 | $342K | Sell |
1,547
-10
| -0.6% | -$2.21K | 0.11% | 107 |
|
|
2022
Q1 | $376K | Hold |
1,557
| – | – | 0.11% | 106 |
|
|
2021
Q4 | $325K | Buy |
1,557
+14
| +0.9% | +$2.92K | 0.09% | 125 |
|
|
2021
Q3 | $302K | Hold |
1,543
| – | – | 0.09% | 120 |
|
|
2021
Q2 | $290K | Hold |
1,543
| – | – | 0.09% | 120 |
|
|
2021
Q1 | $280K | Hold |
1,543
| – | – | 0.1% | 116 |
|
|
2020
Q4 | $230K | Buy |
+1,543
| New | +$230K | 0.08% | 124 |
|
|
2020
Q1 | – | Sell |
-1,188
| Closed | -$210K | – | 114 |
|
|
2019
Q4 | $210K | Hold |
1,188
| – | – | 0.09% | 116 |
|
|
2019
Q3 | $217K | Hold |
1,188
| – | – | 0.1% | 104 |
|
|
2019
Q2 | $216K | Hold |
1,188
| – | – | 0.1% | 104 |
|
|
2019
Q1 | $201K | Sell |
1,188
-100
| -8% | -$16.9K | 0.1% | 110 |
|
|
2018
Q4 | $202K | Hold |
1,288
| – | – | 0.11% | 99 |
|
|
2018
Q3 | $264K | Hold |
1,288
| – | – | 0.12% | 89 |
|
|
2018
Q2 | $240K | Hold |
1,288
| – | – | 0.11% | 94 |
|
|
2018
Q1 | $285K | Hold |
1,288
| – | – | 0.14% | 85 |
|
|
2017
Q4 | $262K | Hold |
1,288
| – | – | 0.13% | 90 |
|
|
2017
Q3 | $265K | Hold |
1,288
| – | – | 0.13% | 86 |
|
|
2017
Q2 | $255K | Hold |
1,288
| – | – | 0.14% | 87 |
|
|
2017
Q1 | $241K | Buy |
1,288
+100
| +8% | +$18.7K | 0.14% | 90 |
|
|
2016
Q4 | $205K | Buy |
+1,188
| New | +$205K | 0.13% | 96 |
|