Willner & Heller’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 | $612K | Buy |
2,100
+10
| +0.5% | +$2.92K | 0.52% | 63 |
|
|
2025
Q1 | $570K | Buy |
2,090
+73
| +4% | +$19.9K | 0.53% | 61 |
|
|
2024
Q4 | $531K | Buy |
2,017
+106
| +6% | +$27.9K | 0.47% | 70 |
|
|
2024
Q3 | $578K | Sell |
1,911
-108
| -5% | -$32.6K | 0.51% | 58 |
|
|
2024
Q2 | $586K | Buy |
2,019
+86
| +4% | +$25K | 0.56% | 53 |
|
|
2024
Q1 | $546K | Buy |
1,933
+8
| +0.4% | +$2.26K | 0.54% | 61 |
|
|
2023
Q4 | $500K | Buy |
+1,925
| New | +$500K | 0.56% | 60 |
|
|
2022
Q4 | $470K | Buy |
1,896
+6
| +0.3% | +$1.49K | 0.67% | 50 |
|
|
2022
Q3 | $401K | Sell |
1,890
-3
| -0.2% | -$637 | 0.65% | 55 |
|
|
2022
Q2 | $419K | Buy |
1,893
+157
| +9% | +$34.8K | 0.65% | 51 |
|
|
2022
Q1 | $362K | Buy |
1,736
+7
| +0.4% | +$1.46K | 0.45% | 79 |
|
|
2021
Q4 | $339K | Buy |
+1,729
| New | +$339K | 0.45% | 80 |
|