AllSquare Wealth Management’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
$808K Buy
3,141
+21
+0.7% +$5.41K 0.45% 38
2025
Q1
$624K Hold
3,120
0.37% 43
2024
Q4
$520K Sell
3,120
-3
-0.1% -$500 0.3% 51
2024
Q3
$589K Hold
3,123
0.33% 48
2024
Q2
$496K Sell
3,123
-811
-21% -$129K 0.3% 49
2024
Q1
$551K Hold
3,934
0.32% 49
2023
Q4
$401K Hold
3,934
0.25% 59
2023
Q3
$347K Hold
3,934
0.23% 64
2023
Q2
$322K Buy
3,934
+56
+1% +$4.58K 0.21% 66
2023
Q1
$296K Sell
3,878
-1,090
-22% -$83.2K 0.19% 74
2022
Q4
$259K Sell
4,968
-50
-1% -$2.61K 0.18% 77
2022
Q3
$194K Sell
5,018
-4
-0.1% -$155 0.14% 83
2022
Q2
$199K Hold
5,022
0.14% 90
2022
Q1
$286K Hold
5,022
0.17% 80
2021
Q4
$296K Sell
5,022
-721
-13% -$42.5K 0.17% 74
2021
Q3
$369K Buy
5,743
+382
+7% +$24.5K 0.22% 56
2021
Q2
$360K Buy
5,361
+231
+5% +$15.5K 0.21% 64
2021
Q1
$336K Hold
5,130
0.21% 63
2020
Q4
$276K Hold
5,130
0.18% 66
2020
Q3
$159K Sell
5,130
-30
-0.6% -$930 0.12% 92
2020
Q2
$176K Hold
5,160
0.13% 84
2020
Q1
$204K Sell
5,160
-151
-3% -$5.97K 0.18% 67
2019
Q4
$295K Sell
5,311
-58
-1% -$3.22K 0.21% 67
2019
Q3
$239K Sell
5,369
-4
-0.1% -$178 0.18% 75
2019
Q2
$281K Hold
5,373
0.21% 64
2019
Q1
$268K Sell
5,373
-215
-4% -$10.7K 0.2% 65
2018
Q4
$203K Sell
5,588
-2,360
-30% -$85.7K 0.17% 73
2018
Q3
$430K Sell
7,948
-9,714
-55% -$526K 0.32% 47
2018
Q2
$1.15M Buy
17,662
+101
+0.6% +$6.59K 0.87% 12
2018
Q1
$1.13M Sell
17,561
-1,248
-7% -$80.6K 0.9% 12
2017
Q4
$1.57M Sell
18,809
-1,061
-5% -$88.7K 1.24% 11
2017
Q3
$2.3M Buy
+19,870
New +$2.3M 1.89% 9
2017
Q2
Sell
-12,101
Closed -$1.73M 246
2017
Q1
$1.73M Sell
12,101
-140
-1% -$20K 1.51% 10
2016
Q4
$1.85M Buy
12,241
+1,251
+11% +$189K 1.7% 10
2016
Q3
$1.56M Buy
10,990
+157
+1% +$22.3K 1.5% 10
2016
Q2
$1.63M Sell
10,833
-605
-5% -$91.3K 1.63% 10
2016
Q1
$1.74M Sell
11,438
-405
-3% -$61.7K 1.73% 11
2015
Q4
$1.77M Sell
11,843
-767
-6% -$115K 1.78% 10
2015
Q3
$1.52M Buy
12,610
+60
+0.5% +$7.25K 1.56% 10
2015
Q2
$1.6M Sell
12,550
-1,457
-10% -$186K 1.49% 10
2015
Q1
$1.67M Sell
14,007
-66
-0.5% -$7.85K 1.59% 11
2014
Q4
$1.7M Buy
+14,073
New +$1.7M 1.66% 11