Walter & Keenan Wealth Management’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 | $514K | Sell |
1,762
-70
| -4% | -$20.4K | 0.15% | 107 |
|
|
2025
Q1 | $499K | Sell |
1,832
-60
| -3% | -$16.4K | 0.15% | 108 |
|
|
2024
Q4 | $499K | Sell |
1,892
-4,661
| -71% | -$1.23M | 0.15% | 107 |
|
|
2024
Q3 | $1.98M | Buy |
6,553
+173
| +3% | +$52.3K | 0.6% | 48 |
|
|
2024
Q2 | $1.85M | Buy |
6,380
+147
| +2% | +$42.7K | 0.59% | 49 |
|
|
2024
Q1 | $1.76M | Buy |
6,233
+5,296
| +565% | +$1.5M | 0.58% | 50 |
|
|
2023
Q4 | $243K | Buy |
937
+2
| +0.2% | +$519 | 0.09% | 131 |
|
|
2023
Q3 | $207K | Buy |
935
+3
| +0.3% | +$663 | 0.08% | 133 |
|
|
2023
Q2 | $200K | Buy |
932
+3
| +0.3% | +$645 | 0.07% | 139 |
|
|
2023
Q1 | $212K | Buy |
929
+3
| +0.3% | +$685 | 0.08% | 135 |
|
|
2022
Q4 | $230K | Buy |
+926
| New | +$230K | 0.09% | 132 |
|
|
2018
Q3 | – | Sell |
-1,380
| Closed | -$257K | – | 175 |
|
|
2018
Q2 | $257K | Hold |
1,380
| – | – | 0.11% | 142 |
|
|
2018
Q1 | $305K | Hold |
1,380
| – | – | 0.13% | 129 |
|
|
2017
Q4 | $281K | Buy |
1,380
+80
| +6% | +$16.3K | 0.12% | 139 |
|
|
2017
Q3 | $267K | Hold |
1,300
| – | – | 0.12% | 136 |
|
|
2017
Q2 | $258K | Hold |
1,300
| – | – | 0.13% | 129 |
|
|
2017
Q1 | $243K | Buy |
+1,300
| New | +$243K | 0.13% | 126 |
|