WDG
Wealth Dimensions Group’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
+727
| New | +$212K | 0.05% | 164 |
|
|
2024
Q2 | – | Sell |
-723
| Closed | -$204K | – | 142 |
|
|
2024
Q1 | $204K | Buy |
+723
| New | +$204K | 0.06% | 139 |
|
|
2023
Q4 | – | Sell |
-1,058
| Closed | -$234K | – | 138 |
|
|
2023
Q3 | $234K | Hold |
1,058
| – | – | 0.08% | 119 |
|
|
2023
Q2 | $228K | Sell |
1,058
-21
| -2% | -$4.52K | 0.08% | 124 |
|
|
2023
Q1 | $246K | Buy |
+1,079
| New | +$246K | 0.1% | 116 |
|