Wealthspire Advisors (New York)’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 | $603K | Buy |
2,066
+306
| +17% | +$89.3K | ﹤0.01% | 495 |
|
|
2025
Q1 | $480K | Buy |
1,760
+10
| +0.6% | +$2.73K | ﹤0.01% | 523 |
|
|
2024
Q4 | $461K | Sell |
1,750
-39
| -2% | -$10.3K | ﹤0.01% | 532 |
|
|
2024
Q3 | $541K | Buy |
1,789
+77
| +4% | +$23.3K | 0.01% | 478 |
|
|
2024
Q2 | $497K | Buy |
1,712
+154
| +10% | +$44.7K | 0.01% | 433 |
|
|
2024
Q1 | $440K | Sell |
1,558
-186
| -11% | -$52.5K | 0.01% | 446 |
|
|
2023
Q4 | $453K | Sell |
1,744
-57
| -3% | -$14.8K | 0.01% | 431 |
|
|
2023
Q3 | $398K | Buy |
1,801
+190
| +12% | +$42K | 0.01% | 433 |
|
|
2023
Q2 | $347K | Buy |
1,611
+29
| +2% | +$6.24K | 0.01% | 439 |
|
|
2023
Q1 | $361K | Sell |
1,582
-1,194
| -43% | -$273K | 0.01% | 406 |
|
|
2022
Q4 | $689K | Buy |
2,776
+234
| +9% | +$58K | 0.01% | 330 |
|
|
2022
Q3 | $539K | Buy |
2,542
+26
| +1% | +$5.51K | 0.01% | 320 |
|
|
2022
Q2 | $557K | Buy |
2,516
+606
| +32% | +$134K | 0.01% | 298 |
|
|
2022
Q1 | $461K | Buy |
1,910
+111
| +6% | +$26.8K | 0.01% | 284 |
|
|
2021
Q4 | $375K | Sell |
1,799
-1,199
| -40% | -$250K | 0.01% | 372 |
|
|
2021
Q3 | $588K | Buy |
+2,998
| New | +$588K | 0.01% | 325 |
|
|
2021
Q2 | – | Sell |
-2,757
| Closed | -$501K | – | 491 |
|
|
2021
Q1 | $501K | Buy |
2,757
+549
| +25% | +$99.8K | 0.01% | 397 |
|
|
2020
Q4 | $329K | Buy |
2,208
+646
| +41% | +$96.3K | 0.01% | 409 |
|
|
2020
Q3 | $216K | Buy |
1,562
+93
| +6% | +$12.9K | 0.01% | 286 |
|
|
2020
Q2 | $220K | Sell |
1,469
-6,658
| -82% | -$997K | 0.02% | 247 |
|
|
2020
Q1 | $1.08M | Buy |
+8,127
| New | +$1.08M | 0.05% | 184 |
|
|
2019
Q1 | – | Sell |
-299
| Closed | -$47K | – | 328 |
|
|
2018
Q4 | $47K | Buy |
+299
| New | +$47K | ﹤0.01% | 191 |
|