Walkner Condon Financial Advisors’s General Dynamics GD Stock Holding History

Walkner Condon Financial Advisors’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
2023 Q2	–	Sell	-993	Closed	-$227K	–	244
2023 Q1	$227K	Buy	993 +7	+0.7%	+$1.62K	0.06%	212
2022 Q4	$245K	Sell	986 -6	-0.6%	-$1.46K	0.07%	195
2022 Q3	$210K	Buy	992 +10	+1%	+$2.26K	0.07%	203
2022 Q2	$217K	Sell	982 -5	-0.5%	-$1.15K	0.07%	199
2022 Q1	$238K	Buy	+987	New	+$219K	0.07%	192

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Walkner Condon Financial Advisors's GD Position: Q2 2023 in Review

Walkner Condon Financial Advisors sold out of General Dynamics (GD) in Q2 2023, closing a stake of 993 shares — an estimated $227K sold.

Walkner Condon Financial Advisors first reported a position in GD in Q1 2022 and held it in 5 quarters. The position peaked at $245K in Q4 2022. 1,528 funds tracked by Wall St. Rank hold GD as of Q2 2023.

Walkner Condon Financial Advisors reported no remaining General Dynamics position as of Q2 2023 after selling out during the quarter.
Walkner Condon Financial Advisors sold 993 General Dynamics shares in Q2 2023, an estimated $227K.
Walkner Condon Financial Advisors first reported a position in General Dynamics in Q1 2022 and held it in 5 quarters.
Walkner Condon Financial Advisors's General Dynamics position peaked at $245K in Q4 2022.
1,528 funds tracked by Wall St. Rank held General Dynamics as of Q2 2023.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.