WAS
WESPAC Advisors SoCal’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.29M | Buy |
21,574
+526
| +2% | +$153K | 1.4% | 31 |
|
|
2025
Q1 | $5.74M | Sell |
21,048
-148
| -0.7% | -$40.3K | 1.49% | 27 |
|
|
2024
Q4 | $5.58M | Buy |
21,196
+2,076
| +11% | +$547K | 1.26% | 27 |
|
|
2024
Q3 | $5.78M | Buy |
19,120
+627
| +3% | +$189K | 1.34% | 27 |
|
|
2024
Q2 | $5.37M | Buy |
18,493
+2,507
| +16% | +$727K | 1.35% | 27 |
|
|
2024
Q1 | $4.52M | Buy |
15,986
+186
| +1% | +$52.5K | 1.18% | 31 |
|
|
2023
Q4 | $4.1M | Buy |
15,800
+1,134
| +8% | +$294K | 1.2% | 31 |
|
|
2023
Q3 | $3.24M | Sell |
14,666
-76
| -0.5% | -$16.8K | 1.1% | 35 |
|
|
2023
Q2 | $3.17M | Buy |
14,742
+50
| +0.3% | +$10.8K | 1.09% | 31 |
|
|
2023
Q1 | $3.35M | Buy |
14,692
+24
| +0.2% | +$5.48K | 1.16% | 32 |
|
|
2022
Q4 | $3.64M | Buy |
+14,668
| New | +$3.64M | 1.35% | 30 |
|
|
2018
Q4 | – | Sell |
-21,780
| Closed | -$4.46M | – | 348 |
|
|
2018
Q3 | $4.46M | Buy |
21,780
+1,050
| +5% | +$215K | 2.24% | 19 |
|
|
2018
Q2 | $3.86M | Buy |
20,730
+200
| +1% | +$37.3K | 2.23% | 21 |
|
|
2018
Q1 | $4.54M | Sell |
20,530
-185
| -0.9% | -$40.9K | 2.63% | 14 |
|
|
2017
Q4 | $4.21M | Buy |
20,715
+19,715
| +1,972% | +$4.01M | 2.4% | 21 |
|
|
2017
Q3 | $205K | Hold |
1,000
| – | – | 0.12% | 84 |
|
|
2017
Q2 | $198K | Hold |
1,000
| – | – | 0.13% | 83 |
|
|
2017
Q1 | $187K | Hold |
1,000
| – | – | 0.12% | 85 |
|
|
2016
Q4 | $173K | Hold |
1,000
| – | – | 0.11% | 89 |
|
|
2016
Q3 | $155K | Hold |
1,000
| – | – | 0.1% | 86 |
|
|
2016
Q2 | $139K | Hold |
1,000
| – | – | 0.09% | 87 |
|
|
2016
Q1 | $131K | Hold |
1,000
| – | – | 0.1% | 81 |
|
|
2015
Q4 | $137K | Buy |
+1,000
| New | +$137K | 0.09% | 90 |
|