WealthTrust Axiom’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-667
| Closed | -$202K | – | 262 |
|
2024
Q3 | $202K | Sell |
667
-200
| -23% | -$60.5K | 0.06% | 236 |
|
2024
Q2 | $252K | Hold |
867
| – | – | 0.08% | 196 |
|
2024
Q1 | $245K | Hold |
867
| – | – | 0.08% | 203 |
|
2023
Q4 | $225K | Buy |
+867
| New | +$225K | 0.08% | 206 |
|
2023
Q1 | – | Sell |
-856
| Closed | -$212K | – | 255 |
|
2022
Q4 | $212K | Buy |
+856
| New | +$212K | 0.07% | 201 |
|
2022
Q2 | – | Sell |
-856
| Closed | -$206K | – | 259 |
|
2022
Q1 | $206K | Buy |
+856
| New | +$206K | 0.06% | 226 |
|
2019
Q4 | – | Sell |
-1,108
| Closed | -$202K | – | 238 |
|
2019
Q3 | $202K | Hold |
1,108
| – | – | 0.07% | 200 |
|
2019
Q2 | $201K | Buy |
+1,108
| New | +$201K | 0.07% | 202 |
|
2018
Q4 | – | Sell |
-1,108
| Closed | -$226K | – | 221 |
|
2018
Q3 | $226K | Hold |
1,108
| – | – | 0.08% | 195 |
|
2018
Q2 | $206K | Hold |
1,108
| – | – | 0.07% | 199 |
|
2018
Q1 | $244K | Buy |
1,108
+100
| +10% | +$22K | 0.09% | 181 |
|
2017
Q4 | $204K | Buy |
1,008
+1
| +0.1% | +$202 | 0.08% | 197 |
|
2017
Q3 | $207K | Buy |
+1,007
| New | +$207K | 0.08% | 192 |
|