WBH Advisory’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 | $300K | Buy |
1,028
+200
| +24% | +$58.3K | 0.03% | 287 |
|
|
2025
Q1 | $226K | Hold |
828
| – | – | 0.02% | 306 |
|
|
2024
Q4 | $218K | Hold |
828
| – | – | 0.02% | 303 |
|
|
2024
Q3 | $250K | Sell |
828
-1
| -0.1% | -$302 | 0.02% | 289 |
|
|
2024
Q2 | $241K | Buy |
829
+8
| +1% | +$2.32K | 0.02% | 282 |
|
|
2024
Q1 | $232K | Buy |
+821
| New | +$232K | 0.02% | 289 |
|
|
2019
Q4 | – | Sell |
-1,421
| Closed | -$259K | – | 245 |
|
|
2019
Q3 | $259K | Buy |
1,421
+300
| +27% | +$54.7K | 0.06% | 215 |
|
|
2019
Q2 | $208K | Sell |
1,121
-150
| -12% | -$27.8K | 0.05% | 224 |
|
|
2019
Q1 | $215K | Sell |
1,271
-250
| -16% | -$42.3K | 0.05% | 221 |
|
|
2018
Q4 | $239 | Sell |
1,521
-445
| -23% | -$70 | 0.06% | 207 |
|
|
2018
Q3 | $402K | Hold |
1,966
| – | – | 0.1% | 171 |
|
|
2018
Q2 | $366K | Buy |
1,966
+50
| +3% | +$9.31K | 0.09% | 171 |
|
|
2018
Q1 | $423K | Buy |
1,916
+25
| +1% | +$5.52K | 0.12% | 159 |
|
|
2017
Q4 | $384K | Hold |
1,891
| – | – | 0.1% | 168 |
|
|
2017
Q3 | $388K | Buy |
1,891
+50
| +3% | +$10.3K | 0.11% | 162 |
|
|
2017
Q2 | $364K | Hold |
1,841
| – | – | 0.1% | 158 |
|
|
2017
Q1 | $344K | Buy |
1,841
+300
| +19% | +$56.1K | 0.1% | 169 |
|
|
2016
Q4 | $266K | Hold |
1,541
| – | – | 0.09% | 190 |
|
|
2016
Q3 | $239K | Hold |
1,541
| – | – | 0.08% | 192 |
|
|
2016
Q2 | $214K | Hold |
1,541
| – | – | 0.08% | 184 |
|
|
2016
Q1 | $202K | Hold |
1,541
| – | – | 0.07% | 190 |
|
|
2015
Q4 | $211 | Hold |
1,541
| – | – | 0.07% | 188 |
|
|
2015
Q3 | $212K | Buy |
+1,541
| New | +$212K | 0.09% | 180 |
|