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Ropes Wealth Advisors LLC

SEC CIK
0001641652
Latest filing
Oct 19, 2023

GD holding history

General Dynamics Corp in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GD overviewAll 13F holders of GDFull Q3 2023 holdings

Shares (Q3 2023)
4,930
Value
$1.09M
% of portfolio
0.2%
Quarters held
11
Since Q1 2021
Holdings of GD by Ropes Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20234,930$1.09M0.2%−34−0.7%ReducedHolders
Q2 20234,964$1.07M0.2%+1,150+30.2%AddedHolders
Q1 20233,814$870.3K0.2%−127−3.2%ReducedHolders
Q4 20223,941$977.9K0.2%+1,232+45.5%AddedHolders
Q3 20222,709$575.0K0.1%00.0%UnchangedHolders
Q2 20222,709$599.0K0.1%00.0%UnchangedHolders
Q1 20222,709$653.0K0.1%−913−25.2%ReducedHolders
Q4 20213,622$755.0K0.1%+79+2.2%AddedHolders
Q3 20213,543$695.0K0.1%+48+1.4%AddedHolders
Q2 20213,495$658.0K0.1%+574+19.7%AddedHolders
Q1 20212,921$559.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.