Annex Advisory Services’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 | $1.05M | Buy |
4,075
+202
| +5% | +$52K | 0.03% | 159 |
|
2025
Q1 | $775K | Sell |
3,873
-239
| -6% | -$47.8K | 0.02% | 185 |
|
2024
Q4 | $686K | Sell |
4,112
-393
| -9% | -$65.5K | 0.02% | 189 |
|
2024
Q3 | $849K | Sell |
4,505
-2
| -0% | -$377 | 0.03% | 159 |
|
2024
Q2 | $716K | Sell |
4,507
-1,017
| -18% | -$162K | 0.03% | 154 |
|
2024
Q1 | $774K | Sell |
5,524
-94
| -2% | -$13.2K | 0.03% | 147 |
|
2023
Q4 | $572K | Buy |
5,618
+899
| +19% | +$91.6K | 0.02% | 159 |
|
2023
Q3 | $416K | Buy |
4,719
+1,269
| +37% | +$112K | 0.03% | 158 |
|
2023
Q2 | $302K | Buy |
3,450
+509
| +17% | +$44.6K | 0.02% | 186 |
|
2023
Q1 | $224K | Sell |
2,941
-2,186
| -43% | -$167K | 0.01% | 219 |
|
2022
Q4 | $268K | Sell |
5,127
-200
| -4% | -$10.4K | 0.02% | 204 |
|
2022
Q3 | $205K | Sell |
5,327
-304
| -5% | -$11.7K | 0.01% | 217 |
|
2022
Q2 | $223K | Sell |
5,631
-992
| -15% | -$39.3K | 0.02% | 234 |
|
2022
Q1 | $378K | Buy |
6,623
+2,076
| +46% | +$118K | 0.03% | 172 |
|
2021
Q4 | $268K | Buy |
4,547
+897
| +25% | +$52.9K | 0.02% | 201 |
|
2021
Q3 | $234K | Sell |
3,650
-640
| -15% | -$41K | 0.02% | 188 |
|
2021
Q2 | $287K | Buy |
4,290
+534
| +14% | +$35.7K | 0.02% | 181 |
|
2021
Q1 | $246K | Buy |
3,756
+144
| +4% | +$9.43K | 0.02% | 174 |
|
2020
Q4 | $194K | Sell |
3,612
-14
| -0.4% | -$752 | 0.02% | 191 |
|
2020
Q3 | $113K | Sell |
3,626
-1,247
| -26% | -$38.9K | 0.01% | 134 |
|
2020
Q2 | $166K | Buy |
4,873
+1,180
| +32% | +$40.2K | 0.02% | 121 |
|
2020
Q1 | $146K | Sell |
3,693
-1,076
| -23% | -$42.5K | 0.02% | 120 |
|
2019
Q4 | $266K | Buy |
4,769
+2,283
| +92% | +$127K | 0.03% | 111 |
|
2019
Q3 | $110K | Buy |
+2,486
| New | +$110K | 0.01% | 123 |
|
2019
Q1 | – | Sell |
-2,764
| Closed | -$100K | – | 134 |
|
2018
Q4 | $100K | Buy |
+2,764
| New | +$100K | 0.02% | 121 |
|
2018
Q3 | – | Sell |
-2,799
| Closed | -$183K | – | 136 |
|
2018
Q2 | $183K | Buy |
2,799
+317
| +13% | +$20.7K | 0.03% | 121 |
|
2018
Q1 | $160K | Sell |
2,482
-185
| -7% | -$11.9K | 0.03% | 122 |
|
2017
Q4 | $223K | Sell |
2,667
-706
| -21% | -$59K | 0.04% | 114 |
|
2017
Q3 | $391K | Sell |
3,373
-441
| -12% | -$51.1K | 0.08% | 85 |
|
2017
Q2 | $494K | Buy |
3,814
+504
| +15% | +$65.3K | 0.11% | 79 |
|
2017
Q1 | $473K | Sell |
3,310
-382
| -10% | -$54.6K | 0.12% | 76 |
|
2016
Q4 | $559K | Buy |
3,692
+249
| +7% | +$37.7K | 0.14% | 67 |
|
2016
Q3 | $489K | Buy |
3,443
+393
| +13% | +$55.8K | 0.13% | 73 |
|
2016
Q2 | $460K | Sell |
3,050
-762
| -20% | -$115K | 0.12% | 76 |
|
2016
Q1 | $581K | Buy |
3,812
+171
| +5% | +$26.1K | 0.16% | 61 |
|
2015
Q4 | $544K | Buy |
3,641
+31
| +0.9% | +$4.63K | 0.16% | 61 |
|
2015
Q3 | $436K | Buy |
3,610
+202
| +6% | +$24.4K | 0.14% | 70 |
|
2015
Q2 | $434K | Buy |
3,408
+144
| +4% | +$18.3K | 0.14% | 60 |
|
2015
Q1 | $388K | Buy |
3,264
+97
| +3% | +$11.5K | 0.12% | 53 |
|
2014
Q4 | $384K | Buy |
3,167
+221
| +8% | +$26.8K | 0.12% | 52 |
|
2014
Q3 | $362K | Sell |
2,946
-96
| -3% | -$11.8K | 0.12% | 50 |
|
2014
Q2 | $383K | Sell |
3,042
-987
| -24% | -$124K | 0.13% | 49 |
|
2014
Q1 | $500K | Sell |
4,029
-277
| -6% | -$34.4K | 0.19% | 39 |
|
2013
Q4 | $578K | Sell |
4,306
-208
| -5% | -$27.9K | 0.22% | 39 |
|
2013
Q3 | $517K | Sell |
4,514
-257
| -5% | -$29.4K | 0.24% | 51 |
|
2013
Q2 | $530K | Buy |
+4,771
| New | +$530K | 0.29% | 51 |
|