Wolff Financial 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 | $282K | Buy |
966
+3
| +0.3% | +$876 | 0.07% | 83 |
|
|
2025
Q1 | $262K | Hold |
963
| – | – | 0.07% | 84 |
|
|
2024
Q4 | $254K | Hold |
963
| – | – | 0.07% | 86 |
|
|
2024
Q3 | $291K | Buy |
+963
| New | +$291K | 0.08% | 83 |
|
|
2024
Q2 | – | Sell |
-980
| Closed | -$277K | – | 53 |
|
|
2024
Q1 | $277K | Sell |
980
-18
| -2% | -$5.09K | 0.08% | 86 |
|
|
2023
Q4 | $259K | Sell |
998
-19
| -2% | -$4.93K | 0.08% | 84 |
|
|
2023
Q3 | $225K | Buy |
+1,017
| New | +$225K | 0.08% | 87 |
|
|
2023
Q2 | – | Sell |
-1,017
| Closed | -$232K | – | 53 |
|
|
2023
Q1 | $232K | Hold |
1,017
| – | – | 0.08% | 91 |
|
|
2022
Q4 | $252K | Hold |
1,017
| – | – | 0.09% | 89 |
|
|
2022
Q3 | $215K | Hold |
1,017
| – | – | 0.1% | 93 |
|
|
2022
Q2 | $225K | Hold |
1,017
| – | – | 0.1% | 92 |
|
|
2022
Q1 | $245K | Hold |
1,017
| – | – | 0.1% | 95 |
|
|
2021
Q4 | $212K | Buy |
+1,017
| New | +$212K | 0.08% | 101 |
|