Bartlett & Co 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
$3.79M Buy
14,733
+536
+4% +$138K 0.05% 149
2025
Q1
$2.85M Buy
14,197
+210
+2% +$42.1K 0.04% 167
2024
Q4
$2.34M Sell
13,987
-55
-0.4% -$9.19K 0.03% 183
2024
Q3
$2.65M Buy
14,042
+203
+1% +$38.3K 0.04% 172
2024
Q2
$2.2M Sell
13,839
-1,573
-10% -$250K 0.03% 189
2024
Q1
$2.16M Sell
15,412
-1,247
-7% -$175K 0.03% 192
2023
Q4
$1.71M Buy
16,659
+7,175
+76% +$735K 0.03% 215
2023
Q3
$837K Sell
9,484
-1
-0% -$88 0.02% 283
2023
Q2
$832K Buy
9,485
+1,804
+23% +$158K 0.01% 294
2023
Q1
$586K Sell
7,681
-2,177
-22% -$166K 0.01% 270
2022
Q4
$515K Sell
9,858
-723
-7% -$37.8K 0.01% 285
2022
Q3
$409K Sell
10,581
-464
-4% -$17.9K 0.01% 301
2022
Q2
$439K Buy
11,045
+55
+0.5% +$2.18K 0.01% 293
2022
Q1
$627K Buy
10,990
+85
+0.8% +$4.85K 0.01% 272
2021
Q4
$642K Buy
10,905
+6,517
+149% +$384K 0.01% 274
2021
Q3
$282K Sell
4,388
-117
-3% -$7.52K 0.01% 310
2021
Q2
$302K Sell
4,505
-2,267
-33% -$152K 0.01% 302
2021
Q1
$444K Buy
6,772
+79
+1% +$5.17K 0.01% 272
2020
Q4
$361K Buy
6,693
+1,609
+32% +$86.7K 0.01% 278
2020
Q3
$158K Sell
5,084
-2,426
-32% -$75.5K ﹤0.01% 330
2020
Q2
$256K Hold
7,510
0.01% 285
2020
Q1
$298K Sell
7,510
-2,569
-25% -$102K 0.01% 268
2019
Q4
$561K Sell
10,079
-494
-5% -$27.5K 0.01% 254
2019
Q3
$472K Buy
10,573
+2,044
+24% +$91.2K 0.01% 260
2019
Q2
$447K Sell
8,529
-10,949
-56% -$574K 0.02% 213
2019
Q1
$971K Buy
19,478
+7,639
+65% +$381K 0.04% 167
2018
Q4
$430K Sell
11,839
-16,186
-58% -$588K 0.02% 206
2018
Q3
$1.53M Buy
28,025
+28
+0.1% +$1.53K 0.06% 143
2018
Q2
$1.84M Sell
27,997
-6,113
-18% -$403K 0.08% 130
2018
Q1
$2.22M Buy
+34,110
New +$2.22M 0.09% 117