WA
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WESPAC Advisors’s General Dynamics GD Stock Holding History

WESPAC Advisors’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,265
Closed -$314K – 115
2022
Q4 		$314K Buy
+1,265
New +$309K 0.54% 44
2022
Q2 		– Sell
-4,116
Closed -$993K – 101
2022
Q1 		$993K Sell
4,116
-1,522
-27% -$338K 1.07% 37
2021
Q4 		$1.18M Buy
5,638
+183
+3% +$37K 0.79% 54
2021
Q3 		$1.07M Buy
5,455
+2,865
+111% +$561K 0.66% 60
2021
Q2 		$488K Sell
2,590
-2,732
-51% -$515K 0.93% 55
2021
Q1 		$966K Sell
5,322
-644
-11% -$105K 0.72% 60
2020
Q4 		$888K Buy
5,966
+1,593
+36% +$233K 0.69% 59
2020
Q3 		$605K Buy
4,373
+66
+2% +$9.75K 0.75% 53
2020
Q2 		$644K Buy
+4,307
New +$608K 0.73% 55
2018
Q2 		– Sell
-1,199
Closed -$265K – 127
2018
Q1 		$265K Sell
1,199
-994
-45% -$216K 0.16% 115
2017
Q4 		$446K Sell
2,193
-1,170
-35% -$239K 0.41% 77
2017
Q3 		$691K Buy
+3,363
New +$674K 0.46% 70
2015
Q4 		– Sell
-5,461
Closed -$753K – 92
2015
Q3 		$753K Sell
5,461
-2,494
-31% -$361K 1.32% 30
2015
Q2 		$1.13M Buy
7,955
+245
+3% +$34K 0.85% 47
2015
Q1 		$1.05M Buy
7,710
+1,858
+32% +$255K 0.79% 54
2014
Q4 		$805K Buy
5,852
+2,358
+67% +$321K 0.56% 61
2014
Q3 		$444K Buy
3,494
+600
+21% +$72.9K 0.36% 91
2014
Q2 		$337K Buy
+2,894
New +$329K 0.38% 88

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return