Mark Sheptoff Financial Planning, LLC General Dynamics Corp Transaction History

Mark Sheptoff Financial Planning, LLC

$186 Million
Q3 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in General Dynamics Corp stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 7,991 shares of GD stock, worth $2.12 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

7,991

Previous 7,991 -0.0%

Holding current value

$2.12 Million

Previous $2.32 Million 4.14%

% of portfolio

1.3%

Previous 1.31%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	SELL	$204.18 - $232.36 $10,209 - $11,618	-50 Reduced 0.62%	7,991 $1.72 Million
Q1 2023 May 11, 2023	BUY	$216.75 - $248.7 $6,936 - $7,958	32 Added 0.4%	8,041 $1.84 Million
Q4 2022 Feb 14, 2023	BUY	$220.53 - $255.71 $6,395 - $7,415	29 Added 0.36%	8,009 $1.99 Million
Q3 2022 Nov 08, 2022	BUY	$209.79 - $243.69 $6,503 - $7,554	31 Added 0.39%	7,980 $1.69 Million
Q2 2022 Aug 11, 2022	BUY	$209.78 - $247.69 $6,503 - $7,678	31 Added 0.39%	7,949 $1.76 Million
Q1 2022 May 12, 2022	SELL	$204.92 - $247.29 $568,038 - $685,487	-2,772 Reduced 25.93%	7,918 $1.91 Million
Q4 2021 Feb 11, 2022	BUY	$188.97 - $209.52 $462,787 - $513,114	2,449 Added 29.72%	10,690 $2.23 Million
Q3 2021 Nov 10, 2021	BUY	$184.09 - $204.4 $6,259 - $6,949	34 Added 0.41%	8,241 $1.62 Million
Q2 2021 Aug 12, 2021	BUY	$180.83 - $194.82 $6,148 - $6,623	34 Added 0.42%	8,207 $1.55 Million
Q1 2021 May 11, 2021	SELL	$145.94 - $183.3 $286,772 - $360,184	-1,965 Reduced 19.38%	8,173 $1.48 Million
Q4 2020 Feb 11, 2021	SELL	$131.32 - $156.04 $34,011 - $40,414	-259 Reduced 2.49%	10,138 $1.51 Million
Q3 2020 Nov 12, 2020	BUY	$136.51 - $158.85 $302,369 - $351,852	2,215 Added 27.07%	10,397 $1.44 Million
Q2 2020 Aug 10, 2020	BUY	$121.73 - $167.78 $5,843 - $8,053	48 Added 0.59%	8,182 $1.22 Million
Q1 2020 May 07, 2020	BUY	$106.6 - $189.43 $3,198 - $5,682	30 Added 0.37%	8,134 $1.08 Million
Q4 2019 Feb 10, 2020	BUY	$173.54 - $187.08 $5,032 - $5,425	29 Added 0.36%	8,104 $1.43 Million
Q3 2019 Nov 12, 2019	BUY	$176.77 - $192.67 $5,303 - $5,780	30 Added 0.37%	8,075 $1.48 Million
Q2 2019 Aug 12, 2019	BUY	$160.82 - $182.37 $5,146 - $5,835	32 Added 0.4%	8,045 $1.46 Million
Q1 2019 May 10, 2019	BUY	$153.37 - $176.0 $65,642 - $75,328	428 Added 5.64%	8,013 $1.36 Million
Q4 2018 Feb 11, 2019	BUY	$148.21 - $207.16 $4,001 - $5,593	27 Added 0.36%	7,585 $1.19 Million
Q3 2018 Nov 13, 2018	BUY	$187.37 - $204.72 $4,684 - $5,118	25 Added 0.33%	7,558 $1.55 Million
Q2 2018 Aug 09, 2018	BUY	$185.89 - $225.96 $4,461 - $5,423	24 Added 0.32%	7,533 $1.4 Million
Q1 2018 May 08, 2018	BUY	$200.49 - $229.95 $4,009 - $4,599	20 Added 0.27%	7,509 $1.66 Million
Q4 2017 Feb 09, 2018	BUY	$196.18 - $213.86 $4,119 - $4,491	21 Added 0.28%	7,489 $1.52 Million
Q3 2017 Nov 09, 2017	BUY	$196.33 - $206.8 $1.47 Million - $1.54 Million	7,468	7,468 $1.54 Million

Others Institutions Holding GD

# of Institutions

1,976

Shares Held

235M

Call Options Held

1.99M

Put Options Held

1.36M

View Full List

About GENERAL DYNAMICS CORP

Ticker GD
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 274,548,992
Market Cap $73B
Description
General Dynamics Corporation operates as an aerospace and defense company worldwide. It operates through four segments: Aerospace, Marine Systems, Combat Systems, and Technologies. The Aerospace segment designs, manufactures, and sells business jets; and offers aircraft maintenance and repair, management, charter, aircraft-on-ground support and ...

More about GD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.

Account

Mark Sheptoff Financial Planning, LLC General Dynamics Corp Transaction History