APP
Avantax Planning Partners’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
2,142
+500
| +30% | +$129K | 0.02% | 257 |
|
|
2025
Q1 | $329K | Buy |
1,642
+308
| +23% | +$61.6K | 0.01% | 322 |
|
|
2024
Q4 | $222K | Sell |
1,334
-553
| -29% | -$92.2K | 0.01% | 394 |
|
|
2024
Q3 | $356K | Sell |
1,887
-225
| -11% | -$42.4K | 0.01% | 306 |
|
|
2024
Q2 | $336K | Sell |
2,112
-61
| -3% | -$9.7K | 0.01% | 343 |
|
|
2024
Q1 | $381K | Sell |
2,173
-607
| -22% | -$107K | 0.01% | 329 |
|
|
2023
Q4 | $355K | Sell |
2,780
-31
| -1% | -$3.96K | 0.01% | 276 |
|
|
2023
Q3 | $311K | Sell |
2,811
-327
| -10% | -$36.2K | 0.01% | 279 |
|
|
2023
Q2 | $345K | Buy |
3,138
+107
| +4% | +$11.8K | 0.01% | 271 |
|
|
2023
Q1 | $290K | Sell |
3,031
-84
| -3% | -$8.03K | 0.01% | 303 |
|
|
2022
Q4 | $261K | Buy |
+3,115
| New | +$261K | 0.01% | 317 |
|
|
2022
Q3 | – | Sell |
-3,447
| Closed | -$219K | – | 353 |
|
|
2022
Q2 | $219K | Buy |
3,447
+51
| +2% | +$3.24K | 0.01% | 312 |
|
|
2022
Q1 | $311K | Sell |
3,396
-351
| -9% | -$32.1K | 0.01% | 272 |
|
|
2021
Q4 | $354K | Buy |
3,747
+114
| +3% | +$10.8K | 0.01% | 254 |
|
|
2021
Q3 | $374K | Sell |
3,633
-24,641
| -87% | -$2.54M | 0.02% | 229 |
|
|
2021
Q2 | $381K | Buy |
28,274
+4,839
| +21% | +$65.2K | 0.02% | 230 |
|
|
2021
Q1 | $308K | Buy |
23,435
+704
| +3% | +$9.25K | 0.02% | 240 |
|
|
2020
Q4 | $245K | Sell |
22,731
-3,445
| -13% | -$37.1K | 0.01% | 251 |
|
|
2020
Q3 | $163K | Sell |
26,176
-2,222
| -8% | -$13.8K | 0.01% | 288 |
|
|
2020
Q2 | $194K | Sell |
28,398
-1,119
| -4% | -$7.64K | 0.01% | 268 |
|
|
2020
Q1 | $234K | Sell |
29,517
-1,110
| -4% | -$8.8K | 0.02% | 234 |
|
|
2019
Q4 | $342K | Sell |
30,627
-3,055
| -9% | -$34.1K | 0.02% | 218 |
|
|
2019
Q3 | $301K | Sell |
33,682
-82,805
| -71% | -$740K | 0.02% | 233 |
|
|
2019
Q2 | $1.19M | Buy |
116,487
+13,510
| +13% | +$138K | 0.08% | 92 |
|
|
2019
Q1 | $1.03M | Buy |
102,977
+49,465
| +92% | +$494K | 0.07% | 102 |
|
|
2018
Q4 | $405K | Sell |
53,512
-28,051
| -34% | -$212K | 0.03% | 163 |
|
|
2018
Q3 | $921K | Buy |
81,563
+9,649
| +13% | +$109K | 0.07% | 85 |
|
|
2018
Q2 | $979K | Sell |
71,914
-4,208
| -6% | -$57.3K | 0.09% | 80 |
|
|
2018
Q1 | $1.03M | Buy |
76,122
+6,986
| +10% | +$94.2K | 0.09% | 98 |
|
|
2017
Q4 | $1.21M | Sell |
69,136
-88,195
| -56% | -$1.54M | 0.11% | 85 |
|
|
2017
Q3 | $3.8M | Sell |
157,331
-12,533
| -7% | -$303K | 0.3% | 28 |
|
|
2017
Q2 | $4.59M | Buy |
169,864
+3,435
| +2% | +$92.8K | 0.39% | 23 |
|
|
2017
Q1 | $4.96M | Sell |
166,429
-14,728
| -8% | -$439K | 0.44% | 20 |
|
|
2016
Q4 | $5.73M | Buy |
+181,157
| New | +$5.73M | 0.61% | 12 |
|