Von Berge Wealth Management Group’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-907
| Closed | -$280K | – | 66 |
|
|
2024
Q3 | $280K | Buy |
907
+2
| +0.2% | +$617 | 0.17% | 51 |
|
|
2024
Q2 | $261K | Hold |
905
| – | – | 0.17% | 53 |
|
|
2024
Q1 | $256K | Hold |
905
| – | – | 0.16% | 53 |
|
|
2023
Q4 | $231K | Buy |
+905
| New | +$231K | 0.18% | 58 |
|
|
2023
Q2 | – | Sell |
-905
| Closed | -$210K | – | 64 |
|
|
2023
Q1 | $210K | Hold |
905
| – | – | 0.19% | 61 |
|
|
2022
Q4 | $206K | Hold |
905
| – | – | 0.19% | 62 |
|
|
2022
Q3 | $204K | Buy |
+905
| New | +$204K | 0.22% | 54 |
|
|
2022
Q2 | – | Sell |
-905
| Closed | -$221K | – | 61 |
|
|
2022
Q1 | $221K | Buy |
+905
| New | +$221K | 0.2% | 62 |
|