Valeo Financial 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 | $2.3M | Buy |
7,898
+933
| +13% | +$272K | 0.06% | 155 |
|
|
2025
Q1 | $1.9M | Buy |
6,965
+769
| +12% | +$210K | 0.05% | 167 |
|
|
2024
Q4 | $1.63M | Sell |
6,196
-67
| -1% | -$17.7K | 0.05% | 172 |
|
|
2024
Q3 | $1.89M | Sell |
6,263
-37
| -0.6% | -$11.2K | 0.05% | 161 |
|
|
2024
Q2 | $1.83M | Sell |
6,300
-1,011
| -14% | -$293K | 0.06% | 157 |
|
|
2024
Q1 | $2.06M | Sell |
7,311
-650
| -8% | -$183K | 0.07% | 139 |
|
|
2023
Q4 | $2.07M | Buy |
7,961
+679
| +9% | +$176K | 0.08% | 131 |
|
|
2023
Q3 | $1.61M | Buy |
7,282
+491
| +7% | +$108K | 0.07% | 151 |
|
|
2023
Q2 | $1.46M | Buy |
6,791
+291
| +4% | +$62.6K | 0.07% | 158 |
|
|
2023
Q1 | $1.48M | Sell |
6,500
-59
| -0.9% | -$13.5K | 0.07% | 160 |
|
|
2022
Q4 | $1.63M | Buy |
6,559
+169
| +3% | +$41.9K | 0.09% | 134 |
|
|
2022
Q3 | $1.36M | Buy |
6,390
+258
| +4% | +$54.7K | 0.09% | 135 |
|
|
2022
Q2 | $1.36M | Sell |
6,132
-83
| -1% | -$18.4K | 0.09% | 135 |
|
|
2022
Q1 | $1.5M | Sell |
6,215
-138
| -2% | -$33.3K | 0.08% | 150 |
|
|
2021
Q4 | $1.32M | Sell |
6,353
-202
| -3% | -$42.1K | 0.07% | 149 |
|
|
2021
Q3 | $1.29M | Sell |
6,555
-541
| -8% | -$106K | 0.07% | 148 |
|
|
2021
Q2 | $1.34M | Sell |
7,096
-295
| -4% | -$55.5K | 0.08% | 130 |
|
|
2021
Q1 | $1.34M | Sell |
7,391
-251
| -3% | -$45.6K | 0.06% | 152 |
|
|
2020
Q4 | $1.14M | Sell |
7,642
-34
| -0.4% | -$5.06K | 0.06% | 152 |
|
|
2020
Q3 | $1.06M | Buy |
7,676
+2,489
| +48% | +$345K | 0.09% | 124 |
|
|
2020
Q2 | $775K | Buy |
5,187
+308
| +6% | +$46K | 0.07% | 147 |
|
|
2020
Q1 | $688K | Sell |
4,879
-585
| -11% | -$82.5K | 0.07% | 148 |
|
|
2019
Q4 | $964K | Sell |
5,464
-125
| -2% | -$22.1K | 0.09% | 135 |
|
|
2019
Q3 | $1.02M | Sell |
5,589
-185
| -3% | -$33.8K | 0.11% | 123 |
|
|
2019
Q2 | $1.05M | Buy |
5,774
+1,881
| +48% | +$342K | 0.12% | 126 |
|
|
2019
Q1 | $659K | Buy |
3,893
+199
| +5% | +$33.7K | 0.08% | 156 |
|
|
2018
Q4 | $581K | Buy |
3,694
+270
| +8% | +$42.5K | 0.08% | 156 |
|
|
2018
Q3 | $591K | Buy |
3,424
+472
| +16% | +$81.5K | 0.08% | 161 |
|
|
2018
Q2 | $566K | Sell |
2,952
-283
| -9% | -$54.3K | 0.08% | 159 |
|
|
2018
Q1 | $715K | Buy |
3,235
+308
| +11% | +$68.1K | 0.11% | 126 |
|
|
2017
Q4 | $595K | Buy |
2,927
+366
| +14% | +$74.4K | 0.1% | 133 |
|
|
2017
Q3 | $527K | Buy |
+2,561
| New | +$527K | 0.12% | 118 |
|