BCU Wealth Advisors’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
$540K Buy
2,097
+3
+0.1% +$772 0.24% 35
2025
Q1
$419K Buy
2,094
+3
+0.1% +$600 0.22% 33
2024
Q4
$349K Buy
2,091
+4
+0.2% +$667 0.2% 39
2024
Q3
$394K Buy
2,087
+3
+0.1% +$566 0.23% 35
2024
Q2
$331K Sell
2,084
-522
-20% -$83K 0.24% 37
2024
Q1
$365K Buy
2,606
+1
+0% +$140 0.31% 34
2023
Q4
$265K Buy
+2,605
New +$265K 0.29% 37