Valley Wealth Managers’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 | $4.08M | Buy |
13,974
+440
| +3% | +$128K | 0.29% | 79 |
|
|
2025
Q1 | $3.69M | Buy |
13,534
+228
| +2% | +$62.2K | 0.28% | 87 |
|
|
2024
Q4 | $3.51M | Sell |
13,306
-1,309
| -9% | -$345K | 0.26% | 83 |
|
|
2024
Q3 | $4.42M | Sell |
14,615
-421
| -3% | -$127K | 0.33% | 72 |
|
|
2024
Q2 | $4.36M | Sell |
15,036
-2,240
| -13% | -$650K | 0.35% | 61 |
|
|
2024
Q1 | $4.88M | Sell |
17,276
-1,959
| -10% | -$553K | 0.37% | 63 |
|
|
2023
Q4 | $4.99M | Sell |
19,235
-1,009
| -5% | -$262K | 0.39% | 60 |
|
|
2023
Q3 | $4.47M | Sell |
20,244
-600
| -3% | -$133K | 0.37% | 66 |
|
|
2023
Q2 | $4.48M | Buy |
20,844
+72
| +0.3% | +$15.5K | 0.4% | 59 |
|
|
2023
Q1 | $4.74M | Buy |
20,772
+122
| +0.6% | +$27.8K | 0.43% | 59 |
|
|
2022
Q4 | $5.12M | Sell |
20,650
-261
| -1% | -$64.8K | 0.48% | 53 |
|
|
2022
Q3 | $4.44M | Sell |
20,911
-221
| -1% | -$46.9K | 0.44% | 54 |
|
|
2022
Q2 | $4.68M | Buy |
21,132
+579
| +3% | +$128K | 0.44% | 53 |
|
|
2022
Q1 | $4.96M | Buy |
20,553
+76
| +0.4% | +$18.3K | 0.41% | 53 |
|
|
2021
Q4 | $4.27M | Sell |
20,477
-118
| -0.6% | -$24.6K | 0.34% | 67 |
|
|
2021
Q3 | $4.04M | Buy |
20,595
+161
| +0.8% | +$31.6K | 0.35% | 61 |
|
|
2021
Q2 | $3.85M | Buy |
20,434
+1,252
| +7% | +$236K | 0.33% | 67 |
|
|
2021
Q1 | $3.48M | Buy |
+19,182
| New | +$3.48M | 0.31% | 69 |
|