UAS
United Asset Strategies’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $893K | Sell |
3,060
-80
| -3% | -$23.3K | 0.08% | 149 |
|
|
2025
Q1 | $856K | Buy |
3,140
+37
| +1% | +$10.1K | 0.08% | 157 |
|
|
2024
Q4 | $818K | Buy |
3,103
+90
| +3% | +$23.7K | 0.08% | 149 |
|
|
2024
Q3 | $911K | Buy |
3,013
+37
| +1% | +$11.2K | 0.08% | 147 |
|
|
2024
Q2 | $863K | Sell |
2,976
-10
| -0.3% | -$2.9K | 0.09% | 144 |
|
|
2024
Q1 | $844K | Sell |
2,986
-232
| -7% | -$65.5K | 0.08% | 158 |
|
|
2023
Q4 | $836K | Buy |
3,218
+584
| +22% | +$152K | 0.09% | 150 |
|
|
2023
Q3 | $582K | Sell |
2,634
-20
| -0.8% | -$4.42K | 0.08% | 172 |
|
|
2023
Q2 | $571K | Sell |
2,654
-115
| -4% | -$24.7K | 0.07% | 165 |
|
|
2023
Q1 | $632K | Sell |
2,769
-120
| -4% | -$27.4K | 0.08% | 160 |
|
|
2022
Q4 | $717K | Hold |
2,889
| – | – | 0.1% | 153 |
|
|
2022
Q3 | $613K | Sell |
2,889
-180
| -6% | -$38.2K | 0.09% | 140 |
|
|
2022
Q2 | $679K | Sell |
3,069
-35
| -1% | -$7.74K | 0.1% | 141 |
|
|
2022
Q1 | $749K | Sell |
3,104
-85
| -3% | -$20.5K | 0.1% | 134 |
|
|
2021
Q4 | $665K | Buy |
3,189
+184
| +6% | +$38.4K | 0.08% | 140 |
|
|
2021
Q3 | $589K | Hold |
3,005
| – | – | 0.08% | 137 |
|
|
2021
Q2 | $566K | Hold |
3,005
| – | – | 0.08% | 138 |
|
|
2021
Q1 | $546K | Sell |
3,005
-1
| -0% | -$182 | 0.08% | 141 |
|
|
2020
Q4 | $447K | Sell |
3,006
-735
| -20% | -$109K | 0.07% | 149 |
|
|
2020
Q3 | $518K | Sell |
3,741
-37,845
| -91% | -$5.24M | 0.1% | 137 |
|
|
2020
Q2 | $6.22M | Buy |
41,586
+1,674
| +4% | +$250K | 1.22% | 30 |
|
|
2020
Q1 | $5.28M | Buy |
39,912
+561
| +1% | +$74.2K | 1.31% | 27 |
|
|
2019
Q4 | $6.94M | Sell |
39,351
-580
| -1% | -$102K | 1.35% | 21 |
|
|
2019
Q3 | $7.3M | Buy |
39,931
+452
| +1% | +$82.6K | 1.6% | 16 |
|
|
2019
Q2 | $7.18M | Buy |
39,479
+1,719
| +5% | +$313K | 1.65% | 13 |
|
|
2019
Q1 | $6.39M | Buy |
37,760
+2,047
| +6% | +$347K | 1.5% | 16 |
|
|
2018
Q4 | $5.61M | Sell |
35,713
-3,333
| -9% | -$524K | 1.53% | 15 |
|
|
2018
Q3 | $7.99M | Buy |
39,046
+13,718
| +54% | +$2.81M | 1.88% | 9 |
|
|
2018
Q2 | $4.72M | Sell |
25,328
-80
| -0.3% | -$14.9K | 1.25% | 22 |
|
|
2018
Q1 | $5.61M | Sell |
25,408
-14,357
| -36% | -$3.17M | 1.65% | 14 |
|
|
2017
Q4 | $8.09M | Buy |
39,765
+12,784
| +47% | +$2.6M | 2.17% | 9 |
|
|
2017
Q3 | $5.55M | Sell |
26,981
-1,985
| -7% | -$408K | 3.15% | 7 |
|
|
2017
Q2 | $5.74M | Sell |
28,966
-375
| -1% | -$74.3K | 1.7% | 18 |
|
|
2017
Q1 | $5.49M | Sell |
29,341
-274
| -0.9% | -$51.3K | 1.67% | 18 |
|
|
2016
Q4 | $5.11M | Sell |
29,615
-4,803
| -14% | -$829K | 1.67% | 15 |
|
|
2016
Q3 | $5.34M | Buy |
34,418
+1,151
| +3% | +$179K | 1.87% | 16 |
|
|
2016
Q2 | $4.63M | Buy |
+33,267
| New | +$4.63M | 1.74% | 22 |
|
|
2014
Q2 | – | Sell |
-10,691
| Closed | -$1.16M | – | 124 |
|
|
2014
Q1 | $1.16M | Sell |
10,691
-26,699
| -71% | -$2.91M | 0.66% | 49 |
|
|
2013
Q4 | $3.57M | Buy |
37,390
+26,978
| +259% | +$2.58M | 2.46% | 10 |
|
|
2013
Q3 | $911K | Sell |
10,412
-2,348
| -18% | -$205K | 0.58% | 57 |
|
|
2013
Q2 | $999K | Buy |
+12,760
| New | +$999K | 0.66% | 56 |
|