BFA
Beacon Financial Advisory’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $869K | Buy |
3,377
+1,548
| +85% | +$398K | 0.22% | 124 |
|
|
2025
Q1 | $366K | Buy |
1,829
+629
| +52% | +$126K | 0.11% | 206 |
|
|
2024
Q4 | $200K | Buy |
1,200
+37
| +3% | +$6.17K | 0.07% | 289 |
|
|
2024
Q3 | $219K | Buy |
+1,163
| New | +$219K | 0.07% | 269 |
|
|
2023
Q2 | – | Sell |
-6,595
| Closed | -$630K | – | 222 |
|
|
2023
Q1 | $630K | Sell |
6,595
-86
| -1% | -$8.22K | 0.4% | 81 |
|
|
2022
Q4 | $560K | Sell |
6,681
-196
| -3% | -$16.4K | 0.4% | 80 |
|
|
2022
Q3 | $426K | Sell |
6,877
-3,876
| -36% | -$240K | 0.3% | 108 |
|
|
2022
Q2 | $685K | Buy |
10,753
+21
| +0.2% | +$1.34K | 0.39% | 81 |
|
|
2022
Q1 | $982K | Buy |
10,732
+1,292
| +14% | +$118K | 0.47% | 62 |
|
|
2021
Q4 | $892K | Sell |
9,440
-259
| -3% | -$24.5K | 0.41% | 77 |
|
|
2021
Q3 | $999K | Sell |
9,699
-68,130
| -88% | -$7.02M | 0.52% | 56 |
|
|
2021
Q2 | $1.05M | Buy |
77,829
+3,172
| +4% | +$42.7K | 0.56% | 52 |
|
|
2021
Q1 | $980K | Buy |
74,657
+2,620
| +4% | +$34.4K | 0.56% | 51 |
|
|
2020
Q4 | $777K | Buy |
72,037
+18,582
| +35% | +$200K | 0.51% | 60 |
|
|
2020
Q3 | $333K | Buy |
53,455
+32,145
| +151% | +$200K | 0.29% | 119 |
|
|
2020
Q2 | $145K | Buy |
21,310
+1,090
| +5% | +$7.42K | 0.16% | 140 |
|
|
2020
Q1 | $160K | Buy |
20,220
+1,865
| +10% | +$14.8K | 0.2% | 128 |
|
|
2019
Q4 | $204K | Buy |
+18,355
| New | +$204K | 0.17% | 153 |
|