Wagner Wealth Management (South Carolina)’s General Dynamics GD Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio GD Stock Details GD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-856	Closed	-$248K	–	245
2024 Q2	$248K	Buy	856 +7	+0.8%	+$2.05K	0.07%	114
2024 Q1	$240K	Sell	849 -113	-12%	-$30.2K	0.07%	113
2023 Q4	$250K	Buy	+962	New	+$235K	0.08%	108
2022 Q4	–	Sell	-143	Closed	-$30K	–	434
2022 Q3	$30K	Hold	143	–	–	0.02%	255
2022 Q2	$32K	Buy	+143	New	+$32.9K	0.03%	258
2022 Q1	–	Sell	-139	Closed	-$29K	–	388
2021 Q4	$29K	Buy	139 +58	+72%	+$11.7K	0.02%	332
2021 Q3	$16K	Buy	81 +47	+138%	+$9.2K	0.01%	403
2021 Q2	$6K	Hold	34	–	–	﹤0.01%	548
2021 Q1	$6K	Buy	+34	New	+$5.55K	﹤0.01%	521
2018 Q3	$471K	Buy	2,300 +200	+10%	+$39.1K	0.31%	71
2018 Q2	$391K	Buy	2,100 +200	+11%	+$41K	0.28%	79
2018 Q1	$420K	Buy	1,900 +1,100	+138%	+$239K	0.32%	75
2017 Q4	$164K	Buy	+800	New	+$163K	0.12%	127

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s GD Position: Q3 2024 in Review

Wagner Wealth Management (South Carolina) sold out of General Dynamics (GD) in Q3 2024, closing a stake of 856 shares — an estimated $248K sold.

Wagner Wealth Management (South Carolina) first reported a position in GD in Q4 2017 and held it in 13 quarters. The position peaked at $471K in Q3 2018. 1,802 funds tracked by Wall St. Rank hold GD as of Q3 2024.

Wagner Wealth Management (South Carolina) reported no remaining General Dynamics position as of Q3 2024 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 856 General Dynamics shares in Q3 2024, an estimated $248K.
Wagner Wealth Management (South Carolina) first reported a position in General Dynamics in Q4 2017 and held it in 13 quarters.
Wagner Wealth Management (South Carolina)'s General Dynamics position peaked at $471K in Q3 2018.
1,802 funds tracked by Wall St. Rank held General Dynamics as of Q3 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2024, filed 11 Oct 2024.