AWA
Amplius Wealth Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Buy |
1,603
+448
| +39% | +$115K | 0.04% | 134 |
|
|
2025
Q1 | $231K | Buy |
+1,155
| New | +$231K | 0.02% | 169 |
|
|
2024
Q4 | – | Sell |
-1,112
| Closed | -$210K | – | 183 |
|
|
2024
Q3 | $210K | Buy |
+1,112
| New | +$210K | 0.02% | 170 |
|
|
2023
Q3 | – | Sell |
-2,048
| Closed | -$225K | – | 165 |
|
|
2023
Q2 | $225K | Buy |
+2,048
| New | +$225K | 0.03% | 150 |
|
|
2022
Q2 | – | Sell |
-2,372
| Closed | -$217K | – | 186 |
|
|
2022
Q1 | $217K | Sell |
2,372
-19
| -0.8% | -$1.74K | 0.03% | 164 |
|
|
2021
Q4 | $225K | Buy |
+2,391
| New | +$225K | 0.03% | 175 |
|