Williams Jones Wealth Management’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 | $1.08M | Buy |
3,716
+1,482
| +66% | +$432K | 0.01% | 248 |
|
|
2025
Q1 | $609K | Sell |
2,234
-18
| -0.8% | -$4.91K | 0.01% | 310 |
|
|
2024
Q4 | $593K | Sell |
2,252
-9
| -0.4% | -$2.37K | 0.01% | 318 |
|
|
2024
Q3 | $683K | Buy |
2,261
+10
| +0.4% | +$3.02K | 0.01% | 302 |
|
|
2024
Q2 | $653K | Buy |
2,251
+73
| +3% | +$21.2K | 0.01% | 307 |
|
|
2024
Q1 | $615K | Buy |
2,178
+17
| +0.8% | +$4.8K | 0.01% | 320 |
|
|
2023
Q4 | $561K | Sell |
2,161
-86
| -4% | -$22.3K | 0.01% | 328 |
|
|
2023
Q3 | $497K | Sell |
2,247
-79
| -3% | -$17.5K | 0.01% | 342 |
|
|
2023
Q2 | $500K | Buy |
2,326
+1
| +0% | +$215 | 0.01% | 341 |
|
|
2023
Q1 | $531K | Buy |
2,325
+33
| +1% | +$7.53K | 0.01% | 361 |
|
|
2022
Q4 | $569K | Buy |
2,292
+34
| +2% | +$8.44K | 0.01% | 339 |
|
|
2022
Q3 | $479K | Buy |
2,258
+88
| +4% | +$18.7K | 0.01% | 362 |
|
|
2022
Q2 | $480K | Buy |
+2,170
| New | +$480K | 0.01% | 368 |
|
|
2020
Q4 | – | Sell |
-1,517
| Closed | -$210K | – | 475 |
|
|
2020
Q3 | $210K | Sell |
1,517
-2,406
| -61% | -$333K | ﹤0.01% | 390 |
|
|
2020
Q2 | $586K | Buy |
3,923
+2,250
| +134% | +$336K | 0.01% | 243 |
|
|
2020
Q1 | $221K | Sell |
1,673
-254
| -13% | -$33.6K | 0.01% | 336 |
|
|
2019
Q4 | $340K | Hold |
1,927
| – | – | 0.01% | 334 |
|
|
2019
Q3 | $352K | Buy |
+1,927
| New | +$352K | 0.01% | 317 |
|