TrueWealth 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 | $452K | Sell |
1,549
-69
| -4% | -$20.1K | 0.13% | 135 |
|
|
2025
Q1 | $441K | Sell |
1,618
-20
| -1% | -$5.45K | 0.14% | 123 |
|
|
2024
Q4 | $432K | Sell |
1,638
-27
| -2% | -$7.12K | 0.14% | 134 |
|
|
2024
Q3 | $503K | Sell |
1,665
-35
| -2% | -$10.6K | 0.17% | 108 |
|
|
2024
Q2 | $493K | Sell |
1,700
-51
| -3% | -$14.8K | 0.18% | 99 |
|
|
2024
Q1 | $495K | Sell |
1,751
-88
| -5% | -$24.9K | 0.19% | 93 |
|
|
2023
Q4 | $477K | Sell |
1,839
-28
| -1% | -$7.27K | 0.19% | 91 |
|
|
2023
Q3 | $413K | Sell |
1,867
-255
| -12% | -$56.4K | 0.17% | 97 |
|
|
2023
Q2 | $457K | Buy |
2,122
+97
| +5% | +$20.9K | 0.19% | 90 |
|
|
2023
Q1 | $462K | Buy |
2,025
+216
| +12% | +$49.3K | 0.19% | 88 |
|
|
2022
Q4 | $449K | Buy |
1,809
+69
| +4% | +$17.1K | 0.2% | 90 |
|
|
2022
Q3 | $369K | Buy |
1,740
+66
| +4% | +$14K | 0.17% | 95 |
|
|
2022
Q2 | $370K | Buy |
1,674
+30
| +2% | +$6.63K | 0.17% | 104 |
|
|
2022
Q1 | $343K | Hold |
1,644
| – | – | 0.15% | 122 |
|
|
2021
Q4 | $343K | Buy |
1,644
+421
| +34% | +$87.8K | 0.15% | 122 |
|
|
2021
Q3 | $240K | Buy |
+1,223
| New | +$240K | 0.14% | 121 |
|