SWP Financial’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
$265K Hold
909
0.15% 62
2025
Q1
$248K Sell
909
-40
-4% -$10.9K 0.15% 58
2024
Q4
$250K Hold
949
0.15% 64
2024
Q3
$287K Hold
949
0.18% 42
2024
Q2
$275K Sell
949
-5
-0.5% -$1.45K 0.18% 41
2024
Q1
$269K Buy
954
+78
+9% +$22K 0.19% 36
2023
Q4
$227K Buy
+876
New +$227K 0.18% 40