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 |
|