AWA
Arete Wealth Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
6,608
+35
| +0.5% | +$9.01K | 0.12% | 176 |
|
|
2025
Q1 | $1.32M | Sell |
6,573
-590
| -8% | -$118K | 0.1% | 206 |
|
|
2024
Q4 | $1.2M | Buy |
7,163
+1,460
| +26% | +$244K | 0.09% | 228 |
|
|
2024
Q3 | $1.07M | Sell |
5,703
-1,366
| -19% | -$256K | 0.09% | 216 |
|
|
2024
Q2 | $1.12M | Buy |
+7,069
| New | +$1.12M | 0.09% | 211 |
|
|
2024
Q1 | – | Sell |
-8,129
| Closed | -$1.04M | – | 501 |
|
|
2023
Q4 | $1.04M | Sell |
8,129
-520
| -6% | -$66.4K | 0.08% | 241 |
|
|
2023
Q3 | $956K | Sell |
8,649
-577
| -6% | -$63.8K | 0.17% | 135 |
|
|
2023
Q2 | $1.01M | Sell |
9,226
-1,467
| -14% | -$161K | 0.09% | 218 |
|
|
2023
Q1 | $1.02M | Sell |
10,693
-1,646
| -13% | -$157K | 0.08% | 208 |
|
|
2022
Q4 | $1.03B | Buy |
12,339
+1,278
| +12% | +$107M | 0.09% | 195 |
|
|
2022
Q3 | $685K | Buy |
11,061
+6,005
| +119% | +$372K | 0.07% | 245 |
|
|
2022
Q2 | $322K | Sell |
5,056
-3,242
| -39% | -$206K | 0.03% | 321 |
|
|
2022
Q1 | $759K | Sell |
8,298
-2,953
| -26% | -$270K | 0.06% | 216 |
|
|
2021
Q4 | $1.08M | Buy |
11,251
+266
| +2% | +$25.5K | 0.09% | 181 |
|
|
2021
Q3 | $1.14M | Sell |
10,985
-91,386
| -89% | -$9.44M | 0.13% | 157 |
|
|
2021
Q2 | $1.02M | Buy |
102,371
+13,673
| +15% | +$136K | 0.14% | 138 |
|
|
2021
Q1 | $1.17M | Sell |
88,698
-1,452
| -2% | -$19.1K | 0.15% | 145 |
|
|
2020
Q4 | $966K | Sell |
90,150
-16,003
| -15% | -$171K | 0.14% | 155 |
|
|
2020
Q3 | $678K | Sell |
106,153
-179
| -0.2% | -$1.14K | 0.1% | 186 |
|
|
2020
Q2 | $726K | Buy |
106,332
+58,475
| +122% | +$399K | 0.13% | 181 |
|
|
2020
Q1 | $374K | Buy |
47,857
+2,549
| +6% | +$19.9K | 0.07% | 220 |
|
|
2019
Q4 | $511K | Sell |
45,308
-471
| -1% | -$5.31K | 0.09% | 229 |
|
|
2019
Q3 | $409K | Buy |
45,779
+1,935
| +4% | +$17.3K | 0.08% | 243 |
|
|
2019
Q2 | $460K | Buy |
43,844
+1,120
| +3% | +$11.8K | 0.09% | 231 |
|
|
2019
Q1 | $427K | Sell |
42,724
-2,283
| -5% | -$22.8K | 0.09% | 234 |
|
|
2018
Q4 | $341K | Buy |
45,007
+4,116
| +10% | +$31.2K | 0.08% | 251 |
|
|
2018
Q3 | $462K | Sell |
40,891
-3,099
| -7% | -$35K | 0.1% | 201 |
|
|
2018
Q2 | $599K | Buy |
43,990
+50
| +0.1% | +$681 | 0.14% | 166 |
|
|
2018
Q1 | $592K | Buy |
43,940
+22,389
| +104% | +$302K | 0.2% | 139 |
|
|
2017
Q4 | $376K | Sell |
21,551
-4,866
| -18% | -$84.9K | 0.12% | 203 |
|
|
2017
Q3 | $639K | Sell |
26,417
-30,879
| -54% | -$747K | 0.25% | 123 |
|
|
2017
Q2 | $1.55M | Buy |
57,296
+28,391
| +98% | +$767K | 0.71% | 41 |
|
|
2017
Q1 | $861K | Buy |
28,905
+2,695
| +10% | +$80.3K | 0.38% | 64 |
|
|
2016
Q4 | $828K | Buy |
26,210
+9,223
| +54% | +$291K | 0.38% | 62 |
|
|
2016
Q3 | $503K | Buy |
+16,987
| New | +$503K | 0.29% | 83 |
|
|
2015
Q3 | – | Sell |
-21,713
| Closed | -$577K | – | 134 |
|
|
2015
Q2 | $577K | Sell |
21,713
-1,133
| -5% | -$30.1K | 0.39% | 60 |
|
|
2015
Q1 | $567K | Buy |
22,846
+13,320
| +140% | +$331K | 0.37% | 71 |
|
|
2014
Q4 | $241K | Buy |
9,526
+283
| +3% | +$7.16K | 0.17% | 111 |
|
|
2014
Q3 | $236K | Sell |
9,243
-1,646
| -15% | -$42K | 0.18% | 100 |
|
|
2014
Q2 | $286K | Sell |
10,889
-492
| -4% | -$12.9K | 0.22% | 93 |
|
|
2014
Q1 | $295K | Sell |
11,381
-2,690
| -19% | -$69.7K | 0.27% | 77 |
|
|
2013
Q4 | $393K | Buy |
+14,071
| New | +$393K | 0.39% | 63 |
|