Waldron Private Wealth’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
$289K Sell
990
-53
-5% -$15.5K 0.01% 256
2025
Q1
$284K Buy
1,043
+283
+37% +$77.1K 0.01% 252
2024
Q4
$200K Sell
760
-8
-1% -$2.11K 0.01% 402
2024
Q3
$232K Buy
768
+71
+10% +$21.5K 0.01% 371
2024
Q2
$202K Buy
+697
New +$202K 0.01% 391