TRUE Private Wealth Advisors’s General Dynamics GD Stock Holding History

TRUE Private Wealth 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 Q1	–	Sell	-998	Closed	-$259K	–	292
2023 Q4	$259K	Buy	+998	New	+$243K	0.03%	238
2023 Q2	–	Sell	-1,105	Closed	-$252K	–	245
2023 Q1	$252K	Sell	1,105 -2	-0.2%	-$462	0.04%	194
2022 Q4	$275K	Buy	1,107 +37	+3%	+$9.03K	0.04%	173
2022 Q3	$227K	Buy	1,070 +42	+4%	+$9.49K	0.03%	187
2022 Q2	$227K	Buy	+1,028	New	+$237K	0.03%	202
2021 Q1	–	Sell	-492	Closed	-$73K	–	420
2020 Q4	$73K	Buy	492 +77	+19%	+$11.3K	0.01%	311
2020 Q3	$57K	Hold	415	–	–	0.01%	319
2020 Q2	$62K	Buy	415 +230	+124%	+$32.5K	0.01%	299
2020 Q1	$24K	Buy	185 +47	+34%	+$7.81K	0.01%	360
2019 Q4	$24K	Buy	+138	New	+$24.8K	﹤0.01%	462
2019 Q3	–	Sell	-297	Closed	-$54K	–	418
2019 Q2	$54K	Buy	+297	New	+$51.1K	0.01%	330
2018 Q4	–	Sell	-424	Closed	-$86.9K	–	510
2018 Q3	$86.9K	Buy	+424	New	+$83K	0.01%	385

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

Newport Trust Company

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

BlackRock New York $5.7T AUM 30.48% 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

Bank of America

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

Massachusetts Financial Services

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return