9WM
9258 Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.99M | Buy |
10,534
+600
| +6% | +$113K | 0.29% | 68 |
|
|
2024
Q2 | $1.58M | Buy |
9,934
+236
| +2% | +$37.5K | 0.24% | 81 |
|
|
2024
Q1 | $1.7M | Buy |
9,698
+580
| +6% | +$102K | 0.27% | 77 |
|
|
2023
Q4 | $1.16M | Sell |
9,118
-275
| -3% | -$35.1K | 0.2% | 94 |
|
|
2023
Q3 | $1.04M | Sell |
9,393
-38
| -0.4% | -$4.2K | 0.2% | 95 |
|
|
2023
Q2 | $1.04M | Buy |
9,431
+198
| +2% | +$21.8K | 0.19% | 96 |
|
|
2023
Q1 | $883K | Sell |
9,233
-340
| -4% | -$32.5K | 0.18% | 107 |
|
|
2022
Q4 | $802K | Sell |
9,573
-156
| -2% | -$13.1K | 0.17% | 115 |
|
|
2022
Q3 | $602K | Buy |
9,729
+157
| +2% | +$9.72K | 0.15% | 142 |
|
|
2022
Q2 | $609K | Sell |
9,572
-496
| -5% | -$31.6K | 0.16% | 153 |
|
|
2022
Q1 | $921K | Sell |
10,068
-797
| -7% | -$72.9K | 0.21% | 115 |
|
|
2021
Q4 | $1.03M | Sell |
10,865
-1,739
| -14% | -$164K | 0.24% | 99 |
|
|
2021
Q3 | $1.3M | Sell |
12,604
-93,029
| -88% | -$9.59M | 0.35% | 59 |
|
|
2021
Q2 | $1.42M | Buy |
105,633
+7,544
| +8% | +$102K | 0.38% | 52 |
|
|
2021
Q1 | $1.29M | Sell |
98,089
-2,378
| -2% | -$31.2K | 0.39% | 55 |
|
|
2020
Q4 | $1.09M | Sell |
100,467
-9,712
| -9% | -$105K | 0.35% | 62 |
|
|
2020
Q3 | $818K | Sell |
110,179
-4,538
| -4% | -$33.7K | 0.31% | 77 |
|
|
2020
Q2 | $784K | Sell |
114,717
-750
| -0.6% | -$5.13K | 0.32% | 85 |
|
|
2020
Q1 | $742K | Sell |
115,467
-4,113
| -3% | -$26.4K | 0.33% | 84 |
|
|
2019
Q4 | $1.34M | Buy |
119,580
+26,210
| +28% | +$293K | 0.49% | 44 |
|
|
2019
Q3 | $835K | Buy |
93,370
+3,387
| +4% | +$30.3K | 0.65% | 51 |
|
|
2019
Q2 | $945K | Sell |
89,983
-5,015
| -5% | -$52.7K | 0.76% | 40 |
|
|
2019
Q1 | $949K | Buy |
94,998
+6,966
| +8% | +$69.6K | 0.81% | 39 |
|
|
2018
Q4 | $666K | Buy |
+88,032
| New | +$666K | 0.64% | 50 |
|