Baker Tilly Wealth Management’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 | $735K | Buy |
2,855
+37
| +1% | +$9.52K | 0.26% | 85 |
|
|
2025
Q1 | $564K | Buy |
2,818
+359
| +15% | +$71.9K | 0.22% | 106 |
|
|
2024
Q4 | $410K | Buy |
2,459
+163
| +7% | +$27.2K | 0.16% | 141 |
|
|
2024
Q3 | $433K | Buy |
2,296
+231
| +11% | +$43.6K | 0.19% | 129 |
|
|
2024
Q2 | $328K | Sell |
2,065
-1,332
| -39% | -$212K | 0.13% | 183 |
|
|
2024
Q1 | $476K | Sell |
3,397
-485
| -12% | -$67.9K | 0.09% | 265 |
|
|
2023
Q4 | $395K | Buy |
3,882
+57
| +1% | +$5.81K | 0.06% | 340 |
|
|
2023
Q3 | $338K | Sell |
3,825
-197
| -5% | -$17.4K | 0.06% | 342 |
|
|
2023
Q2 | $353K | Sell |
4,022
-132
| -3% | -$11.6K | 0.04% | 426 |
|
|
2023
Q1 | $317K | Sell |
4,154
-929
| -18% | -$70.9K | 0.04% | 443 |
|
|
2022
Q4 | $265K | Buy |
+5,083
| New | +$265K | 0.03% | 453 |
|
|
2022
Q2 | – | Sell |
-4,010
| Closed | -$229K | – | 507 |
|
|
2022
Q1 | $229K | Sell |
4,010
-1,019
| -20% | -$58.2K | 0.03% | 474 |
|
|
2021
Q4 | $296K | Sell |
5,029
-13
| -0.3% | -$765 | 0.03% | 433 |
|
|
2021
Q3 | $324K | Sell |
5,042
-17
| -0.3% | -$1.09K | 0.04% | 407 |
|
|
2021
Q2 | $339K | Buy |
5,059
+619
| +14% | +$41.5K | 0.05% | 370 |
|
|
2021
Q1 | $291K | Buy |
4,440
+491
| +12% | +$32.2K | 0.06% | 365 |
|
|
2020
Q4 | $213K | Buy |
+3,949
| New | +$213K | 0.07% | 308 |
|