Teamwork Financial Advisors’s General Dynamics GD Stock Holding History

Teamwork Financial Advisors’s Portfolio GD Stock Details GD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,068	Closed	-$310K	–	163
2024 Q2	$310K	Sell	1,068 -621	-37%	-$182K	0.05%	109
2024 Q1	$477K	Sell	1,689 -158	-9%	-$42.3K	0.07%	109
2023 Q4	$480K	Sell	1,847 -642	-26%	-$157K	0.08%	103
2023 Q3	$550K	Sell	2,489 -1,280	-34%	-$283K	0.09%	121
2023 Q2	$811K	Sell	3,769 -17,690	-82%	-$3.82M	0.13%	95
2023 Q1	$4.9M	Buy	21,459 +20,348	+1,832%	+$4.7M	0.91%	28
2022 Q4	$276K	Sell	1,111 -79	-7%	-$19.3K	0.06%	165
2022 Q3	$252K	Sell	1,190 -49	-4%	-$11.1K	0.05%	181
2022 Q2	$274K	Sell	1,239 -370	-23%	-$85.1K	0.06%	179
2022 Q1	$388K	Sell	1,609 -157	-9%	-$34.9K	0.07%	188
2021 Q4	$368K	Buy	1,766 +12	+0.7%	+$2.42K	0.07%	216
2021 Q3	$344K	Buy	1,754 +36	+2%	+$7.05K	0.07%	197
2021 Q2	$323K	Buy	+1,718	New	+$324K	0.07%	190

Other funds holding GD

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return