Summit Trail Advisors’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 | $2.94M | Buy |
+10,077
| New | +$2.94M | 0.05% | 186 |
|
|
2024
Q4 | – | Sell |
-2,824
| Closed | -$853K | – | 525 |
|
|
2024
Q3 | $853K | Buy |
2,824
+1,531
| +118% | +$463K | 0.02% | 293 |
|
|
2024
Q2 | $375K | Buy |
1,293
+125
| +11% | +$36.3K | 0.01% | 434 |
|
|
2024
Q1 | $330K | Sell |
1,168
-363
| -24% | -$103K | 0.01% | 429 |
|
|
2023
Q4 | $398K | Buy |
1,531
+166
| +12% | +$43.1K | 0.01% | 327 |
|
|
2023
Q3 | $302K | Buy |
1,365
+175
| +15% | +$38.7K | 0.01% | 374 |
|
|
2023
Q2 | $256K | Buy |
1,190
+280
| +31% | +$60.2K | 0.01% | 409 |
|
|
2023
Q1 | $208K | Buy |
910
+14
| +2% | +$3.19K | 0.01% | 383 |
|
|
2022
Q4 | $222K | Buy |
+896
| New | +$222K | 0.01% | 341 |
|
|
2018
Q1 | – | Sell |
-735
| Closed | -$160K | – | 893 |
|
|
2017
Q4 | $160K | Buy |
+735
| New | +$160K | 0.02% | 501 |
|