WI
WBI Investments’s General Dynamics GD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-787
| Closed | -$215K | – | 290 |
|
2025
Q1 | $215K | Buy |
+787
| New | +$215K | 0.06% | 213 |
|
2023
Q1 | – | Sell |
-3,608
| Closed | -$895K | – | 197 |
|
2022
Q4 | $895K | Buy |
+3,608
| New | +$895K | 0.19% | 106 |
|
2022
Q3 | – | Sell |
-40,516
| Closed | -$8.74M | – | 124 |
|
2022
Q2 | $8.74M | Buy |
+40,516
| New | +$8.74M | 1.89% | 14 |
|
2021
Q4 | – | Sell |
-17,027
| Closed | -$3.22M | – | 193 |
|
2021
Q3 | $3.22M | Buy |
17,027
+4,137
| +32% | +$782K | 0.54% | 46 |
|
2021
Q2 | $2.43M | Buy |
+12,890
| New | +$2.43M | 0.37% | 63 |
|
2018
Q2 | – | Sell |
-80,073
| Closed | -$17.7M | – | 251 |
|
2018
Q1 | $17.7M | Buy |
+80,073
| New | +$17.7M | 0.91% | 32 |
|
2015
Q3 | – | Sell |
-536,980
| Closed | -$76.1M | – | 191 |
|
2015
Q2 | $76.1M | Buy |
536,980
+338,636
| +171% | +$48M | 1.92% | 15 |
|
2015
Q1 | $26.9M | Buy |
+198,344
| New | +$26.9M | 0.64% | 40 |
|