Worth Asset 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 | $374K | Hold |
1,281
| – | – | 0.18% | 82 |
|
|
2025
Q1 | $349K | Buy |
1,281
+17
| +1% | +$4.63K | 0.19% | 86 |
|
|
2024
Q4 | $333K | Hold |
1,264
| – | – | 0.18% | 93 |
|
|
2024
Q3 | $382K | Hold |
1,264
| – | – | 0.21% | 86 |
|
|
2024
Q2 | $367K | Sell |
1,264
-134
| -10% | -$38.9K | 0.22% | 76 |
|
|
2024
Q1 | $395K | Sell |
1,398
-161
| -10% | -$45.5K | 0.24% | 73 |
|
|
2023
Q4 | $405K | Buy |
1,559
+311
| +25% | +$80.8K | 0.29% | 67 |
|
|
2023
Q3 | $276K | Buy |
1,248
+135
| +12% | +$29.8K | 0.22% | 77 |
|
|
2023
Q2 | $239K | Buy |
1,113
+163
| +17% | +$35.1K | 0.18% | 74 |
|
|
2023
Q1 | $217K | Hold |
950
| – | – | 0.16% | 78 |
|
|
2022
Q4 | $236K | Hold |
950
| – | – | 0.16% | 65 |
|
|
2022
Q3 | $202K | Sell |
950
-57
| -6% | -$12.1K | 0.15% | 55 |
|
|
2022
Q2 | $223K | Hold |
1,007
| – | – | 0.15% | 71 |
|
|
2022
Q1 | $225K | Buy |
+1,007
| New | +$225K | 0.15% | 70 |
|