Trinity Financial Advisors’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
$350K Hold
1,200
0.11% 69
2025
Q1
$324K Hold
1,200
0.12% 65
2024
Q4
$313K Hold
1,200
0.12% 62
2024
Q3
$375K Hold
1,200
0.17% 56
2024
Q2
$348K Hold
1,200
0.16% 58
2024
Q1
$339K Hold
1,200
0.15% 51
2023
Q4
$312K Hold
1,200
0.15% 57
2023
Q3
$265K Hold
1,200
0.14% 58
2023
Q2
$258K Hold
1,200
0.14% 62
2023
Q1
$274K Hold
1,200
0.17% 54
2022
Q4
$298K Hold
1,200
0.2% 49
2022
Q3
$255K Buy
+1,200
New +$255K 0.18% 57
2022
Q2
Sell
-1,200
Closed -$289K 33
2022
Q1
$289K Hold
1,200
0.18% 50
2021
Q4
$250K Hold
1,200
0.15% 52
2021
Q3
$235K Hold
1,200
0.16% 47
2021
Q2
$226K Hold
1,200
0.16% 50
2021
Q1
$218K Buy
+1,200
New +$218K 0.17% 46