TSWM
Triangle Securities Wealth Management’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
3,463
-7
| -0.2% | -$2.04K | 0.25% | 107 |
|
|
2025
Q1 | $946K | Sell |
3,470
-68
| -2% | -$18.5K | 0.24% | 110 |
|
|
2024
Q4 | $932K | Sell |
3,538
-30
| -0.8% | -$7.91K | 0.24% | 104 |
|
|
2024
Q3 | $1.08M | Sell |
3,568
-23
| -0.6% | -$6.95K | 0.28% | 94 |
|
|
2024
Q2 | $1.04M | Sell |
3,591
-53
| -1% | -$15.4K | 0.29% | 93 |
|
|
2024
Q1 | $1.03M | Hold |
3,644
| – | – | 0.29% | 98 |
|
|
2023
Q4 | $946K | Sell |
3,644
-89
| -2% | -$23.1K | 0.29% | 100 |
|
|
2023
Q3 | $825K | Sell |
3,733
-64
| -2% | -$14.1K | 0.29% | 94 |
|
|
2023
Q2 | $817K | Sell |
3,797
-50
| -1% | -$10.8K | 0.28% | 104 |
|
|
2023
Q1 | $878K | Sell |
3,847
-164
| -4% | -$37.4K | 0.31% | 98 |
|
|
2022
Q4 | $995K | Sell |
4,011
-290
| -7% | -$72K | 0.36% | 80 |
|
|
2022
Q3 | $913K | Sell |
4,301
-132
| -3% | -$28K | 0.37% | 79 |
|
|
2022
Q2 | $981K | Sell |
4,433
-392
| -8% | -$86.7K | 0.38% | 76 |
|
|
2022
Q1 | $1.16M | Sell |
4,825
-227
| -4% | -$54.8K | 0.39% | 78 |
|
|
2021
Q4 | $1.05M | Sell |
5,052
-137
| -3% | -$28.6K | 0.33% | 93 |
|
|
2021
Q3 | $1.02M | Sell |
5,189
-80
| -2% | -$15.7K | 0.35% | 89 |
|
|
2021
Q2 | $992K | Sell |
5,269
-45
| -0.8% | -$8.47K | 0.34% | 90 |
|
|
2021
Q1 | $965K | Sell |
5,314
-77
| -1% | -$14K | 0.35% | 91 |
|
|
2020
Q4 | $802K | Buy |
5,391
+96
| +2% | +$14.3K | 0.32% | 99 |
|
|
2020
Q3 | $733K | Sell |
5,295
-245
| -4% | -$33.9K | 0.33% | 93 |
|
|
2020
Q2 | $828K | Sell |
5,540
-120
| -2% | -$17.9K | 0.4% | 77 |
|
|
2020
Q1 | $749K | Sell |
5,660
-280
| -5% | -$37.1K | 0.43% | 71 |
|
|
2019
Q4 | $1.05M | Sell |
5,940
-134
| -2% | -$23.6K | 0.45% | 65 |
|
|
2019
Q3 | $1.11M | Buy |
+6,074
| New | +$1.11M | 0.54% | 61 |
|
|
2019
Q2 | – | Sell |
-6,071
| Closed | -$1.03M | – | 150 |
|
|
2019
Q1 | $1.03M | Buy |
6,071
+11
| +0.2% | +$1.86K | 0.54% | 62 |
|
|
2018
Q4 | $953K | Sell |
6,060
-235
| -4% | -$37K | 0.56% | 59 |
|
|
2018
Q3 | $1.29M | Sell |
6,295
-174
| -3% | -$35.6K | 0.68% | 49 |
|
|
2018
Q2 | $1.21M | Buy |
6,469
+105
| +2% | +$19.6K | 0.67% | 51 |
|
|
2018
Q1 | $1.41M | Sell |
6,364
-514
| -7% | -$114K | 0.81% | 46 |
|
|
2017
Q4 | $1.4M | Sell |
6,878
-468
| -6% | -$95.2K | 0.8% | 42 |
|
|
2017
Q3 | $1.51M | Buy |
7,346
+136
| +2% | +$28K | 0.9% | 38 |
|
|
2017
Q2 | $1.43M | Sell |
7,210
-115
| -2% | -$22.8K | 0.94% | 37 |
|
|
2017
Q1 | $1.37M | Sell |
7,325
-405
| -5% | -$75.8K | 0.87% | 37 |
|
|
2016
Q4 | $1.34M | Sell |
7,730
-369
| -5% | -$63.7K | 0.89% | 39 |
|
|
2016
Q3 | $1.26M | Hold |
8,099
| – | – | 0.87% | 41 |
|
|
2016
Q2 | $1.13M | Sell |
8,099
-950
| -10% | -$132K | 0.84% | 43 |
|
|
2016
Q1 | $1.19M | Sell |
9,049
-235
| -3% | -$30.9K | 0.78% | 44 |
|
|
2015
Q4 | $1.28M | Sell |
9,284
-251
| -3% | -$34.5K | 0.85% | 41 |
|
|
2015
Q3 | $1.32M | Sell |
9,535
-485
| -5% | -$66.9K | 0.99% | 33 |
|
|
2015
Q2 | $1.42M | Hold |
10,020
| – | – | 1% | 34 |
|
|
2015
Q1 | $1.36M | Sell |
10,020
-300
| -3% | -$40.7K | 0.94% | 36 |
|
|
2014
Q4 | $1.42M | Sell |
10,320
-980
| -9% | -$135K | 1.01% | 34 |
|
|
2014
Q3 | $1.44M | Hold |
11,300
| – | – | 1.1% | 26 |
|
|
2014
Q2 | $1.32M | Sell |
11,300
-2,595
| -19% | -$302K | 1.01% | 32 |
|
|
2014
Q1 | $980K | Buy |
13,895
+2,420
| +21% | +$171K | 0.88% | 40 |
|
|
2013
Q4 | $1.1M | Sell |
11,475
-780
| -6% | -$74.5K | 0.89% | 38 |
|
|
2013
Q3 | $1.07M | Sell |
12,255
-350
| -3% | -$30.6K | 0.94% | 39 |
|
|
2013
Q2 | $987K | Buy |
+12,605
| New | +$987K | 0.73% | 40 |
|