Acorn Wealth Advisors’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$767K Buy
2,979
+241
+9% +$62K 0.29% 79
2025
Q1
$548K Sell
2,738
-40
-1% -$8.01K 0.23% 97
2024
Q4
$463K Buy
2,778
+89
+3% +$14.8K 0.19% 114
2024
Q3
$507K Sell
2,689
-58
-2% -$10.9K 0.22% 90
2024
Q2
$437K Buy
2,747
+444
+19% +$70.6K 0.22% 97
2024
Q1
$323K Hold
2,303
0.17% 131
2023
Q4
$235K Sell
2,303
-107
-4% -$10.9K 0.14% 163
2023
Q3
$213K Buy
2,410
+8
+0.3% +$706 0.14% 169
2023
Q2
$211K Sell
2,402
-248
-9% -$21.7K 0.14% 166
2023
Q1
$202K Buy
+2,650
New +$202K 0.15% 161
2022
Q1
Sell
-3,454
Closed -$203K 177
2021
Q4
$203K Sell
3,454
-159
-4% -$9.35K 0.13% 176
2021
Q3
$232K Buy
+3,613
New +$232K 0.16% 150
2021
Q2
Sell
-4,019
Closed -$263K 171
2021
Q1
$263K Sell
4,019
-29
-0.7% -$1.9K 0.19% 124
2020
Q4
$218K Buy
4,048
+172
+4% +$9.26K 0.17% 134
2020
Q3
$120K Buy
3,876
+4
+0.1% +$124 0.11% 126
2020
Q2
$132K Buy
3,872
+444
+13% +$15.1K 0.12% 118
2020
Q1
$122K Buy
3,428
+598
+21% +$21.3K 0.14% 102
2019
Q4
$169K Sell
2,830
-201
-7% -$12K 0.14% 123
2019
Q3
$171K Buy
3,031
+2
+0.1% +$113 0.15% 120
2019
Q2
$143K Buy
3,029
+204
+7% +$9.63K 0.13% 120
2019
Q1
$127K Sell
2,825
-188
-6% -$8.45K 0.11% 121
2018
Q4
$124K Buy
3,013
+167
+6% +$6.87K 0.13% 114
2018
Q3
$134K Buy
2,846
+134
+5% +$6.31K 0.13% 117
2018
Q2
$174K Buy
2,712
+30
+1% +$1.93K 0.15% 122
2018
Q1
$183K Sell
2,682
-579
-18% -$39.5K 0.16% 118
2017
Q4
$289K Buy
+3,261
New +$289K 0.26% 76