Bell & Brown 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 | $1.01M | Sell |
3,939
-125
| -3% | -$32.1K | 0.36% | 54 |
|
|
2025
Q1 | $813K | Buy |
4,064
+11
| +0.3% | +$2.2K | 0.32% | 53 |
|
|
2024
Q4 | $676K | Buy |
4,053
+175
| +5% | +$29.2K | 0.25% | 55 |
|
|
2024
Q3 | $731K | Sell |
3,878
-5
| -0.1% | -$943 | 0.29% | 54 |
|
|
2024
Q2 | $617K | Sell |
3,883
-1,079
| -22% | -$172K | 0.24% | 56 |
|
|
2024
Q1 | $695K | Sell |
4,962
-416
| -8% | -$58.3K | 0.3% | 53 |
|
|
2023
Q4 | $548K | Buy |
+5,378
| New | +$548K | 0.25% | 57 |
|
|
2023
Q2 | $417K | Buy |
4,751
+52
| +1% | +$4.56K | 0.21% | 59 |
|
|
2023
Q1 | $359K | Sell |
4,699
-1,450
| -24% | -$111K | 0.19% | 61 |
|
|
2022
Q4 | $321K | Buy |
+6,149
| New | +$321K | 0.18% | 63 |
|
|
2022
Q2 | – | Sell |
-5,111
| Closed | -$291K | – | 74 |
|
|
2022
Q1 | $291K | Sell |
5,111
-226
| -4% | -$12.9K | 0.13% | 65 |
|
|
2021
Q4 | $331K | Sell |
5,337
-99
| -2% | -$6.14K | 0.16% | 61 |
|
|
2021
Q3 | $349K | Buy |
+5,436
| New | +$349K | 0.19% | 63 |
|
|
2020
Q2 | – | Sell |
-20,003
| Closed | -$615K | – | 73 |
|
|
2020
Q1 | $615K | Sell |
20,003
-241
| -1% | -$7.41K | 0.57% | 52 |
|
|
2019
Q4 | $1.2M | Sell |
20,244
-420
| -2% | -$24.9K | 0.9% | 44 |
|
|
2019
Q3 | $880K | Buy |
20,664
+41
| +0.2% | +$1.75K | 0.72% | 53 |
|
|
2019
Q2 | $1.08M | Buy |
20,623
+640
| +3% | +$33.5K | 0.95% | 45 |
|
|
2019
Q1 | $995K | Sell |
19,983
-891
| -4% | -$44.4K | 0.91% | 48 |
|
|
2018
Q4 | $757K | Buy |
20,874
+2,556
| +14% | +$92.7K | 0.81% | 50 |
|
|
2018
Q3 | $887K | Sell |
18,318
-217
| -1% | -$10.5K | 0.82% | 49 |
|
|
2018
Q2 | $1.21M | Buy |
18,535
+1,297
| +8% | +$84.6K | 1.19% | 36 |
|
|
2018
Q1 | $1.15M | Buy |
17,238
+4,887
| +40% | +$325K | 1.21% | 35 |
|
|
2017
Q4 | $1.03M | Buy |
+12,351
| New | +$1.03M | 1.07% | 41 |
|