AWM
Affinity Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
1,387
+69
| +5% | +$17.8K | 0.06% | 70 |
|
|
2025
Q1 | $264K | Buy |
1,318
+56
| +4% | +$11.2K | 0.05% | 80 |
|
|
2024
Q4 | $210K | Buy |
1,262
+45
| +4% | +$7.51K | 0.04% | 97 |
|
|
2024
Q3 | $230K | Buy |
+1,217
| New | +$230K | 0.04% | 101 |
|
|
2024
Q2 | – | Sell |
-1,217
| Closed | -$214K | – | 105 |
|
|
2024
Q1 | $214K | Buy |
+1,217
| New | +$214K | 0.04% | 98 |
|
|
2019
Q2 | – | Sell |
-11,118
| Closed | -$111K | – | 101 |
|
|
2019
Q1 | $111K | Sell |
11,118
-21
| -0.2% | -$210 | 0.04% | 100 |
|
|
2018
Q4 | $84K | Buy |
+11,139
| New | +$84K | 0.05% | 94 |
|
|
2017
Q3 | $519K | Sell |
21,462
-479
| -2% | -$11.6K | 0.32% | 26 |
|
|
2017
Q2 | $593K | Sell |
21,941
-998
| -4% | -$27K | 0.38% | 18 |
|
|
2017
Q1 | $683K | Buy |
22,939
+732
| +3% | +$21.8K | 0.38% | 18 |
|
|
2016
Q4 | $702K | Sell |
22,207
-85
| -0.4% | -$2.69K | 0.4% | 21 |
|
|
2016
Q3 | $660K | Buy |
22,292
+846
| +4% | +$25K | 0.43% | 22 |
|
|
2016
Q2 | $675K | Sell |
21,446
-55
| -0.3% | -$1.73K | 0.46% | 19 |
|
|
2016
Q1 | $684K | Buy |
21,501
+4,198
| +24% | +$134K | 0.42% | 21 |
|
|
2015
Q4 | $539K | Sell |
17,303
-738
| -4% | -$23K | 0.35% | 21 |
|
|
2015
Q3 | $455K | Sell |
18,041
-1,140
| -6% | -$28.8K | 0.46% | 19 |
|
|
2015
Q2 | $509K | Buy |
19,181
+1,202
| +7% | +$31.9K | 0.33% | 20 |
|
|
2015
Q1 | $446K | Buy |
17,979
+238
| +1% | +$5.9K | 0.26% | 22 |
|
|
2014
Q4 | $448K | Buy |
+17,741
| New | +$448K | 0.36% | 16 |
|
|
2014
Q2 | $457K | Buy |
+17,381
| New | +$457K | 0.44% | 10 |
|
|
2013
Q3 | $465K | Buy |
19,473
+2,335
| +14% | +$55.8K | 0.2% | 32 |
|
|
2013
Q2 | $397K | Buy |
+17,138
| New | +$397K | 0.18% | 29 |
|