Welch & Forbes’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 | $1.24M | Hold |
4,265
| – | – | 0.02% | 214 |
|
2025
Q1 | $1.16M | Buy |
4,265
+5
| +0.1% | +$1.36K | 0.02% | 215 |
|
2024
Q4 | $1.12M | Sell |
4,260
-75
| -2% | -$19.8K | 0.01% | 221 |
|
2024
Q3 | $1.31M | Buy |
4,335
+105
| +2% | +$31.7K | 0.02% | 208 |
|
2024
Q2 | $1.19M | Sell |
4,230
-232
| -5% | -$65.5K | 0.02% | 214 |
|
2024
Q1 | $1.26M | Buy |
4,462
+49
| +1% | +$13.8K | 0.02% | 215 |
|
2023
Q4 | $1.15M | Hold |
4,413
| – | – | 0.02% | 217 |
|
2023
Q3 | $975K | Buy |
4,413
+11
| +0.2% | +$2.43K | 0.02% | 227 |
|
2023
Q2 | $947K | Sell |
4,402
-3
| -0.1% | -$645 | 0.01% | 236 |
|
2023
Q1 | $1.01M | Buy |
4,405
+8
| +0.2% | +$1.83K | 0.02% | 229 |
|
2022
Q4 | $1.09M | Sell |
4,397
-183
| -4% | -$45.4K | 0.02% | 221 |
|
2022
Q3 | $971K | Sell |
4,580
-25
| -0.5% | -$5.3K | 0.02% | 226 |
|
2022
Q2 | $1.02M | Hold |
4,605
| – | – | 0.02% | 226 |
|
2022
Q1 | $1.11M | Buy |
4,605
+1,817
| +65% | +$438K | 0.02% | 220 |
|
2021
Q4 | $581K | Buy |
2,788
+8
| +0.3% | +$1.67K | 0.01% | 279 |
|
2021
Q3 | $545K | Hold |
2,780
| – | – | 0.01% | 279 |
|
2021
Q2 | $524K | Hold |
2,780
| – | – | 0.01% | 288 |
|
2021
Q1 | $504K | Sell |
2,780
-23
| -0.8% | -$4.17K | 0.01% | 277 |
|
2020
Q4 | $417K | Hold |
2,803
| – | – | 0.01% | 294 |
|
2020
Q3 | $388K | Buy |
2,803
+17
| +0.6% | +$2.35K | 0.01% | 270 |
|
2020
Q2 | $415K | Buy |
2,786
+6
| +0.2% | +$894 | 0.01% | 257 |
|
2020
Q1 | $368K | Hold |
2,780
| – | – | 0.01% | 254 |
|
2019
Q4 | $490K | Hold |
2,780
| – | – | 0.01% | 259 |
|
2019
Q3 | $508K | Buy |
2,780
+112
| +4% | +$20.5K | 0.01% | 254 |
|
2019
Q2 | $485K | Hold |
2,668
| – | – | 0.01% | 258 |
|
2019
Q1 | $452K | Hold |
2,668
| – | – | 0.01% | 265 |
|
2018
Q4 | $420K | Sell |
2,668
-55
| -2% | -$8.66K | 0.01% | 259 |
|
2018
Q3 | $557K | Hold |
2,723
| – | – | 0.01% | 246 |
|
2018
Q2 | $508K | Buy |
2,723
+55
| +2% | +$10.3K | 0.01% | 248 |
|
2018
Q1 | $590K | Hold |
2,668
| – | – | 0.02% | 238 |
|
2017
Q4 | $543K | Buy |
2,668
+183
| +7% | +$37.2K | 0.01% | 229 |
|
2017
Q3 | $511K | Sell |
2,485
-190
| -7% | -$39.1K | 0.01% | 239 |
|
2017
Q2 | $530K | Buy |
2,675
+180
| +7% | +$35.7K | 0.01% | 233 |
|
2017
Q1 | $468K | Sell |
2,495
-89
| -3% | -$16.7K | 0.01% | 245 |
|
2016
Q4 | $446K | Buy |
2,584
+49
| +2% | +$8.46K | 0.01% | 253 |
|
2016
Q3 | $393K | Hold |
2,535
| – | – | 0.01% | 232 |
|
2016
Q2 | $353K | Sell |
2,535
-40
| -2% | -$5.57K | 0.01% | 271 |
|
2016
Q1 | $338K | Hold |
2,575
| – | – | 0.01% | 274 |
|
2015
Q4 | $353K | Buy |
+2,575
| New | +$353K | 0.01% | 260 |
|