Winch Advisory Services’s General Dynamics GD Stock Holding History

Winch Advisory Services’s Portfolio GD Stock Details GD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$41.6K	Buy	143 +7	+5%	+$2.04K	0.01%	176
2025 Q1	$37.2K	Hold	136	–	–	0.01%	176
2024 Q4	$35.8K	Buy	136 +33	+32%	+$8.7K	0.01%	181
2024 Q3	$31.1K	Hold	103	–	–	0.01%	188
2024 Q2	$29.8K	Hold	103	–	–	0.01%	187
2024 Q1	$29K	Buy	103 +1	+1%	+$281	0.01%	184
2023 Q4	$26.6K	Hold	102	–	–	0.01%	187
2023 Q3	$23K	Hold	102	–	–	0.01%	189
2023 Q2	$22K	Buy	102 +1	+1%	+$216	0.01%	187
2023 Q1	$23K	Hold	101	–	–	0.01%	182
2022 Q4	$25K	Buy	101 +1	+1%	+$248	0.01%	169
2022 Q3	$21K	Hold	100	–	–	0.01%	167
2022 Q2	$22K	Hold	100	–	–	0.01%	172
2022 Q1	$24K	Sell	100 -1	-1%	-$240	0.01%	191
2021 Q4	$21K	Buy	101 +1	+1%	+$208	0.01%	200
2021 Q3	$20K	Hold	100	–	–	0.01%	206
2021 Q2	$19K	Hold	100	–	–	0.01%	203
2021 Q1	$18K	Sell	100 -27	-21%	-$4.86K	0.01%	193
2020 Q4	$19K	Hold	127	–	–	0.01%	167
2020 Q3	$18K	Hold	127	–	–	0.01%	151
2020 Q2	$19K	Buy	127 +27	+27%	+$4.04K	0.01%	143
2020 Q1	$13K	Hold	100	–	–	0.01%	154
2019 Q4	$18K	Buy	100 +19	+23%	+$3.42K	0.01%	168
2019 Q3	$15K	Sell	81 -18	-18%	-$3.33K	0.01%	168
2019 Q2	$18K	Buy	99 +18	+22%	+$3.27K	0.01%	157
2019 Q1	$14K	Hold	81	–	–	0.01%	176
2018 Q4	$13K	Hold	81	–	–	0.01%	163
2018 Q3	$17K	Hold	81	–	–	0.01%	151
2018 Q2	$15K	Hold	81	–	–	0.01%	167
2018 Q1	$18K	Hold	81	–	–	0.01%	156
2017 Q4	$17K	Hold	81	–	–	0.01%	155
2017 Q3	$17K	Hold	81	–	–	0.01%	142
2017 Q2	$16K	Sell	81 -27	-25%	-$5.33K	0.01%	162
2017 Q1	$20K	Hold	108	–	–	0.01%	142
2016 Q4	$19K	Buy	108 +1	+0.9%	+$176	0.01%	124
2016 Q3	$17K	Buy	107 +26	+32%	+$4.13K	0.01%	124
2016 Q2	$11K	Hold	81	–	–	0.01%	139
2016 Q1	$11K	Hold	81	–	–	0.02%	109
2015 Q4	$11K	Hold	81	–	–	0.01%	123
2015 Q3	$11K	Hold	81	–	–	0.02%	114
2015 Q2	$11K	Hold	81	–	–	0.01%	175
2015 Q1	$11K	Buy	+81	New	+$11K	0.01%	145
2014 Q4	–	Sell	-80	Closed	-$10K	–	91
2014 Q3	$10K	Buy	+80	New	+$10K	0.01%	133