TSWM
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Tyler-Stone Wealth Management’s General Dynamics GD Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-79
Closed -$22.9K – 546
2024
Q2 		$22.9K Hold
79
– – 0.01% 499
2024
Q1 		$22.3K Hold
79
– – 0.01% 502
2023
Q4 		$20.5K Buy
79
+36
+84% +$8.78K 0.01% 497
2023
Q3 		$10K Sell
43
-97
-69% -$21.5K 0.01% 611
2023
Q2 		$30K Buy
+140
New +$30.2K 0.02% 422
2022
Q4 		$34K Buy
139
+1
+0.7% +$244 0.02% 368
2022
Q3 		$29K Sell
138
-26
-16% -$5.88K 0.02% 373
2022
Q2 		$36K Buy
164
+1
+0.6% +$230 0.02% 362
2022
Q1 		$39K Buy
163
+14
+9% +$3.11K 0.02% 374
2021
Q4 		$31K Buy
+149
New +$30.1K 0.02% 430

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BlackRock
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Newport Trust Company
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Wellington Management Group
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State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return