Tilia Fiduciary Partners’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 | $841K | Sell |
2,882
-21
| -0.7% | -$6.13K | 0.51% | 59 |
|
|
2025
Q1 | $791K | Sell |
2,903
-308
| -10% | -$84K | 0.53% | 60 |
|
|
2024
Q4 | $846K | Buy |
3,211
+183
| +6% | +$48.2K | 0.58% | 52 |
|
|
2024
Q3 | $915K | Buy |
3,028
+212
| +8% | +$64.1K | 0.63% | 51 |
|
|
2024
Q2 | $817K | Buy |
2,816
+132
| +5% | +$38.3K | 0.64% | 51 |
|
|
2024
Q1 | $758K | Sell |
2,684
-36
| -1% | -$10.2K | 0.61% | 56 |
|
|
2023
Q4 | $706K | Buy |
2,720
+237
| +10% | +$61.5K | 0.66% | 54 |
|
|
2023
Q3 | $549K | Buy |
2,483
+623
| +33% | +$138K | 0.57% | 58 |
|
|
2023
Q2 | $400K | Buy |
1,860
+454
| +32% | +$97.7K | 0.36% | 67 |
|
|
2023
Q1 | $321K | Buy |
1,406
+500
| +55% | +$114K | 0.31% | 84 |
|
|
2022
Q4 | $225K | Buy |
906
+82
| +10% | +$20.3K | 0.22% | 92 |
|
|
2022
Q3 | $188K | Hold |
824
| – | – | 0.19% | 94 |
|
|
2022
Q2 | $179K | Buy |
824
+1
| +0.1% | +$217 | 0.17% | 98 |
|
|
2022
Q1 | $198K | Buy |
823
+10
| +1% | +$2.41K | 0.17% | 100 |
|
|
2021
Q4 | $169K | Buy |
+813
| New | +$169K | 0.14% | 115 |
|