Axxcess Wealth Management’s GE Aerospace GE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.73M | Buy |
22,253
+9,223
| +71% | +$2.37M | 0.13% | 133 |
|
2025
Q1 | $2.61M | Buy |
13,030
+494
| +4% | +$98.9K | 0.07% | 217 |
|
2024
Q4 | $2.09M | Buy |
12,536
+93
| +0.7% | +$15.5K | 0.05% | 260 |
|
2024
Q3 | $2.35M | Buy |
12,443
+3,671
| +42% | +$692K | 0.06% | 236 |
|
2024
Q2 | $1.39M | Sell |
8,772
-4,001
| -31% | -$636K | 0.04% | 315 |
|
2024
Q1 | $1.79M | Buy |
12,773
+3,226
| +34% | +$452K | 0.05% | 264 |
|
2023
Q4 | $973K | Buy |
9,547
+3,741
| +64% | +$381K | 0.03% | 358 |
|
2023
Q3 | $512K | Buy |
5,806
+312
| +6% | +$27.5K | 0.02% | 464 |
|
2023
Q2 | $482K | Buy |
5,494
+2,534
| +86% | +$222K | 0.03% | 355 |
|
2023
Q1 | $226K | Buy |
+2,960
| New | +$226K | 0.02% | 552 |
|
2022
Q1 | – | Sell |
-4,965
| Closed | -$292K | – | 660 |
|
2021
Q4 | $292K | Buy |
+4,965
| New | +$292K | 0.02% | 472 |
|