WAOTB
Wealth Advisors of Tampa Bay’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Buy |
10,141
+125
| +1% | +$36.5K | 1.12% | 36 |
|
|
2025
Q1 | $2.73M | Buy |
10,016
+473
| +5% | +$129K | 1.11% | 37 |
|
|
2024
Q4 | $2.51M | Buy |
9,543
+1,221
| +15% | +$322K | 1.08% | 33 |
|
|
2024
Q3 | $2.51M | Sell |
8,322
-121
| -1% | -$36.6K | 1.05% | 37 |
|
|
2024
Q2 | $2.45M | Sell |
8,443
-70
| -0.8% | -$20.3K | 1.14% | 34 |
|
|
2024
Q1 | $2.4M | Sell |
8,513
-190
| -2% | -$53.7K | 1.14% | 36 |
|
|
2023
Q4 | $2.26M | Sell |
8,703
-8,353
| -49% | -$2.17M | 1.14% | 38 |
|
|
2023
Q3 | $3.77M | Buy |
17,056
+8,553
| +101% | +$1.89M | 1.04% | 40 |
|
|
2023
Q2 | $1.83M | Buy |
8,503
+15
| +0.2% | +$3.23K | 1% | 42 |
|
|
2023
Q1 | $1.94M | Sell |
8,488
-250
| -3% | -$57.1K | 1.11% | 39 |
|
|
2022
Q4 | $2.17M | Sell |
8,738
-343
| -4% | -$85.1K | 1.34% | 37 |
|
|
2022
Q3 | $1.93M | Sell |
9,081
-9,171
| -50% | -$1.95M | 1.32% | 34 |
|
|
2022
Q2 | $4.04M | Sell |
18,252
-58
| -0.3% | -$12.8K | 1.25% | 34 |
|
|
2022
Q1 | $4.42M | Sell |
18,310
-140
| -0.8% | -$33.8K | 1.19% | 38 |
|
|
2021
Q4 | $3.85M | Buy |
18,450
+9,660
| +110% | +$2.01M | 0.94% | 48 |
|
|
2021
Q3 | $1.72M | Sell |
8,790
-215
| -2% | -$42.1K | 0.95% | 50 |
|
|
2021
Q2 | $1.7M | Buy |
9,005
+2,200
| +32% | +$414K | 0.94% | 50 |
|
|
2021
Q1 | $1.24M | Sell |
6,805
-231
| -3% | -$42K | 0.73% | 57 |
|
|
2020
Q4 | $1.05M | Sell |
7,036
-4,930
| -41% | -$734K | 0.73% | 50 |
|
|
2020
Q3 | $1.66M | Hold |
11,966
| – | – | 1.23% | 38 |
|
|
2020
Q2 | $1.79M | Buy |
11,966
+3,686
| +45% | +$551K | 1.49% | 33 |
|
|
2020
Q1 | $1.1M | Buy |
8,280
+4,340
| +110% | +$574K | 1.23% | 34 |
|
|
2019
Q4 | $695K | Sell |
3,940
-3,970
| -50% | -$700K | 0.64% | 44 |
|
|
2019
Q3 | $1.45M | Sell |
7,910
-525
| -6% | -$95.9K | 1.2% | 39 |
|
|
2019
Q2 | $1.53M | Buy |
8,435
+395
| +5% | +$71.8K | 1.11% | 39 |
|
|
2019
Q1 | $1.36M | Hold |
8,040
| – | – | 0.99% | 42 |
|
|
2018
Q4 | $1.26M | Buy |
8,040
+235
| +3% | +$36.9K | 1.03% | 38 |
|
|
2018
Q3 | $1.59M | Buy |
+7,805
| New | +$1.59M | 1.12% | 38 |
|