Univest Financial’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 | $372K | Sell |
1,274
-37
| -3% | -$10.8K | 0.02% | 210 |
|
|
2025
Q1 | $357K | Sell |
1,311
-34
| -3% | -$9.27K | 0.02% | 224 |
|
|
2024
Q4 | $354K | Hold |
1,345
| – | – | 0.02% | 228 |
|
|
2024
Q3 | $406K | Buy |
+1,345
| New | +$406K | 0.03% | 214 |
|
|
2021
Q1 | – | Sell |
-4,207
| Closed | -$626K | – | 106 |
|
|
2020
Q4 | $626K | Sell |
4,207
-6,014
| -59% | -$895K | 0.18% | 59 |
|
|
2020
Q3 | $1.41M | Sell |
10,221
-300
| -3% | -$41.5K | 0.45% | 49 |
|
|
2020
Q2 | $1.57M | Sell |
10,521
-5,768
| -35% | -$862K | 0.52% | 49 |
|
|
2020
Q1 | $2.16M | Sell |
16,289
-1,559
| -9% | -$206K | 0.86% | 43 |
|
|
2019
Q4 | $3.08M | Buy |
17,848
+3,126
| +21% | +$540K | 1.31% | 37 |
|
|
2019
Q3 | $2.69M | Buy |
14,722
+16
| +0.1% | +$2.92K | 0.86% | 43 |
|
|
2019
Q2 | $2.67M | Buy |
14,706
+261
| +2% | +$47.5K | 0.85% | 44 |
|
|
2019
Q1 | $2.45M | Buy |
14,445
+1,170
| +9% | +$198K | 0.8% | 48 |
|
|
2018
Q4 | $2.09M | Sell |
13,275
-1,268
| -9% | -$199K | 0.77% | 43 |
|
|
2018
Q3 | $2.98M | Buy |
14,543
+86
| +0.6% | +$17.6K | 0.91% | 45 |
|
|
2018
Q2 | $2.7M | Sell |
14,457
-261
| -2% | -$48.7K | 1.08% | 46 |
|
|
2018
Q1 | $3.25M | Sell |
14,718
-912
| -6% | -$201K | 1.41% | 35 |
|
|
2017
Q4 | $3.18M | Buy |
15,630
+89
| +0.6% | +$18.1K | 1.28% | 40 |
|
|
2017
Q3 | $3.2M | Buy |
15,541
+55
| +0.4% | +$11.3K | 1.35% | 36 |
|
|
2017
Q2 | $3.07M | Sell |
15,486
-185
| -1% | -$36.7K | 1.29% | 40 |
|
|
2017
Q1 | $2.93M | Sell |
15,671
-2,177
| -12% | -$408K | 1.28% | 40 |
|
|
2016
Q4 | $3.08M | Buy |
17,848
+1,163
| +7% | +$201K | 1.31% | 37 |
|
|
2016
Q3 | $2.59M | Buy |
16,685
+299
| +2% | +$46.4K | 1.17% | 47 |
|
|
2016
Q2 | $2.28M | Sell |
16,386
-143
| -0.9% | -$19.9K | 1.04% | 54 |
|
|
2016
Q1 | $2.17M | Buy |
+16,529
| New | +$2.17M | 0.99% | 54 |
|