SVB Wealth’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 | $279K | Buy |
+955
| New | +$279K | 0.01% | 374 |
|
|
2025
Q1 | – | Sell |
-1,275
| Closed | -$336K | – | 1591 |
|
|
2024
Q4 | $336K | Buy |
+1,275
| New | +$336K | 0.01% | 522 |
|
|
2024
Q3 | – | Sell |
-1,461
| Closed | -$424K | – | 235 |
|
|
2024
Q2 | $424K | Sell |
1,461
-900
| -38% | -$261K | 0.01% | 462 |
|
|
2024
Q1 | $667K | Sell |
2,361
-314
| -12% | -$88.7K | 0.01% | 416 |
|
|
2023
Q4 | $695K | Buy |
2,675
+666
| +33% | +$173K | 0.02% | 407 |
|
|
2023
Q3 | $444K | Sell |
2,009
-247
| -11% | -$54.6K | 0.01% | 487 |
|
|
2023
Q2 | $485K | Sell |
2,256
-485
| -18% | -$104K | 0.01% | 493 |
|
|
2023
Q1 | $626K | Sell |
2,741
-371
| -12% | -$84.7K | 0.01% | 486 |
|
|
2022
Q4 | $772K | Sell |
3,112
-295
| -9% | -$73.2K | 0.01% | 454 |
|
|
2022
Q3 | $723K | Buy |
3,407
+1,835
| +117% | +$389K | 0.01% | 434 |
|
|
2022
Q2 | $348K | Buy |
1,572
+106
| +7% | +$23.5K | 0.01% | 523 |
|
|
2022
Q1 | $353K | Sell |
1,466
-707
| -33% | -$170K | ﹤0.01% | 543 |
|
|
2021
Q4 | $453K | Buy |
2,173
+420
| +24% | +$87.6K | 0.01% | 467 |
|
|
2021
Q3 | $344K | Buy |
1,753
+446
| +34% | +$87.5K | ﹤0.01% | 725 |
|
|
2021
Q2 | $246K | Buy |
1,307
+57
| +5% | +$10.7K | ﹤0.01% | 831 |
|
|
2021
Q1 | $227K | Buy |
+1,250
| New | +$227K | ﹤0.01% | 791 |
|
|
2017
Q4 | – | Sell |
-2,496
| Closed | -$513K | – | 484 |
|
|
2017
Q3 | $513K | Sell |
2,496
-16
| -0.6% | -$3.29K | 0.02% | 346 |
|
|
2017
Q2 | $498K | Sell |
2,512
-260
| -9% | -$51.5K | 0.02% | 350 |
|
|
2017
Q1 | $519K | Sell |
2,772
-29
| -1% | -$5.43K | 0.02% | 344 |
|
|
2016
Q4 | $484K | Buy |
2,801
+98
| +4% | +$16.9K | 0.02% | 346 |
|
|
2016
Q3 | $419K | Buy |
+2,703
| New | +$419K | 0.02% | 369 |
|