BWP
Baldwin Wealth Partners’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
1,503
-40
| -3% | -$10.3K | 0.03% | 163 |
|
|
2025
Q1 | $309K | Hold |
1,543
| – | – | 0.02% | 179 |
|
|
2024
Q4 | $257K | Sell |
1,543
-5
| -0.3% | -$834 | 0.02% | 202 |
|
|
2024
Q3 | $292K | Buy |
1,548
+302
| +24% | +$57K | 0.02% | 275 |
|
|
2024
Q2 | $198K | Sell |
1,246
-75
| -6% | -$11.9K | 0.02% | 199 |
|
|
2024
Q1 | $232K | Hold |
1,321
| – | – | 0.02% | 199 |
|
|
2023
Q4 | $169K | Sell |
1,321
-243
| -16% | -$31K | 0.01% | 222 |
|
|
2023
Q3 | $173K | Sell |
1,564
-96
| -6% | -$10.6K | 0.01% | 238 |
|
|
2023
Q2 | $182K | Hold |
1,660
| – | – | 0.02% | 245 |
|
|
2023
Q1 | $159K | Sell |
1,660
-200
| -11% | -$19.1K | 0.01% | 262 |
|
|
2022
Q4 | $156K | Buy |
1,860
+1,285
| +223% | +$108K | 0.01% | 264 |
|
|
2022
Q3 | $36K | Sell |
575
-293
| -34% | -$18.3K | 0.01% | 370 |
|
|
2022
Q2 | $55K | Buy |
+868
| New | +$55K | 0.01% | 342 |
|
|
2022
Q1 | – | Sell |
-868
| Closed | -$82K | – | 675 |
|
|
2021
Q4 | $82K | Hold |
868
| – | – | 0.01% | 296 |
|
|
2021
Q3 | $89K | Sell |
868
-6,082
| -88% | -$624K | 0.01% | 277 |
|
|
2021
Q2 | $94K | Hold |
6,950
| – | – | 0.01% | 277 |
|
|
2021
Q1 | $91K | Hold |
6,950
| – | – | 0.01% | 268 |
|
|
2020
Q4 | $75K | Sell |
6,950
-400
| -5% | -$4.32K | 0.01% | 274 |
|
|
2020
Q3 | $46K | Buy |
7,350
+400
| +6% | +$2.5K | 0.01% | 305 |
|
|
2020
Q2 | $47K | Hold |
6,950
| – | – | 0.01% | 299 |
|
|
2020
Q1 | $55K | Hold |
6,950
| – | – | 0.01% | 266 |
|
|
2019
Q4 | $78K | Hold |
6,950
| – | – | 0.01% | 265 |
|
|
2019
Q3 | $62K | Sell |
6,950
-4,800
| -41% | -$42.8K | 0.01% | 279 |
|
|
2019
Q2 | $123K | Hold |
11,750
| – | – | 0.02% | 229 |
|
|
2019
Q1 | $117K | Sell |
11,750
-295
| -2% | -$2.94K | 0.02% | 229 |
|
|
2018
Q4 | $91K | Buy |
12,045
+2,534
| +27% | +$19.1K | 0.02% | 237 |
|
|
2018
Q3 | $107K | Buy |
9,511
+60
| +0.6% | +$675 | 0.02% | 245 |
|
|
2018
Q2 | $129K | Buy |
9,451
+1,600
| +20% | +$21.8K | 0.02% | 232 |
|
|
2018
Q1 | $106K | Sell |
7,851
-42,754
| -84% | -$577K | 0.02% | 235 |
|
|
2017
Q4 | $883K | Sell |
50,605
-426,157
| -89% | -$7.44M | 0.14% | 99 |
|
|
2017
Q3 | $11.5M | Sell |
476,762
-38,603
| -7% | -$933K | 1.85% | 18 |
|
|
2017
Q2 | $13.9M | Sell |
515,365
-23,430
| -4% | -$633K | 2.24% | 11 |
|
|
2017
Q1 | $16.1M | Sell |
538,795
-7,645
| -1% | -$228K | 2.65% | 8 |
|
|
2016
Q4 | $17.3M | Sell |
546,440
-14,921
| -3% | -$472K | 3.12% | 5 |
|
|
2016
Q3 | $16.6M | Buy |
561,361
+3,076
| +0.6% | +$91.1K | 3.02% | 4 |
|
|
2016
Q2 | $17.6M | Buy |
558,285
+14,317
| +3% | +$451K | 3.62% | 3 |
|
|
2016
Q1 | $17.3M | Buy |
543,968
+5,955
| +1% | +$189K | 3.1% | 3 |
|
|
2015
Q4 | $16.8M | Buy |
538,013
+9,282
| +2% | +$289K | 2.73% | 4 |
|
|
2015
Q3 | $13.3M | Buy |
528,731
+10,856
| +2% | +$274K | 2.25% | 6 |
|
|
2015
Q2 | $13.8M | Buy |
517,875
+12,375
| +2% | +$329K | 2.04% | 7 |
|
|
2015
Q1 | $12.5M | Buy |
505,500
+67,215
| +15% | +$1.67M | 1.85% | 11 |
|
|
2014
Q4 | $11.1M | Sell |
438,285
-32,816
| -7% | -$829K | 1.6% | 19 |
|
|
2014
Q3 | $12.1M | Buy |
471,101
+34,965
| +8% | +$896K | 1.71% | 11 |
|
|
2014
Q2 | $11.5M | Buy |
436,136
+7,848
| +2% | +$206K | 1.7% | 15 |
|
|
2014
Q1 | $11.1M | Buy |
428,288
+7,440
| +2% | +$193K | 1.78% | 12 |
|
|
2013
Q4 | $11.8M | Buy |
420,848
+10,000
| +2% | +$280K | 1.89% | 9 |
|
|
2013
Q3 | $9.82M | Buy |
410,848
+68,148
| +20% | +$1.63M | 1.79% | 10 |
|
|
2013
Q2 | $7.95M | Buy |
+342,700
| New | +$7.95M | 1.57% | 18 |
|