BWM
BigSur Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
15,437
+50
| +0.3% | +$12.9K | 1% | 28 |
|
|
2025
Q1 | $3.09M | Hold |
15,387
| – | – | 0.84% | 33 |
|
|
2024
Q4 | $2.57M | Buy |
15,387
+2,000
| +15% | +$334K | 0.73% | 37 |
|
|
2024
Q3 | $2.53M | Sell |
13,387
-25
| -0.2% | -$4.72K | 0.7% | 44 |
|
|
2024
Q2 | $2.13M | Hold |
13,412
| – | – | 0.65% | 44 |
|
|
2024
Q1 | $2.35M | Buy |
+13,412
| New | +$2.35M | 0.74% | 38 |
|
|
2021
Q2 | – | Sell |
-11,700
| Closed | -$154K | – | 128 |
|
|
2021
Q1 | $154K | Sell |
11,700
-800
| -6% | -$10.5K | 0.08% | 117 |
|
|
2020
Q4 | $135K | Hold |
12,500
| – | – | 0.08% | 101 |
|
|
2020
Q3 | $78K | Sell |
12,500
-9,150
| -42% | -$57.1K | 0.05% | 97 |
|
|
2020
Q2 | $148K | Sell |
21,650
-30,000
| -58% | -$205K | 0.11% | 91 |
|
|
2020
Q1 | $411K | Hold |
51,650
| – | – | 0.31% | 66 |
|
|
2019
Q4 | $577K | Hold |
51,650
| – | – | 0.33% | 61 |
|
|
2019
Q3 | $462K | Buy |
51,650
+2,000
| +4% | +$17.9K | 0.31% | 66 |
|
|
2019
Q2 | $528K | Buy |
49,650
+18,000
| +57% | +$191K | 0.37% | 58 |
|
|
2019
Q1 | $317K | Hold |
31,650
| – | – | 0.21% | 79 |
|
|
2018
Q4 | $240K | Buy |
31,650
+1,048
| +3% | +$7.95K | 0.17% | 84 |
|
|
2018
Q3 | $349K | Buy |
30,602
+202
| +0.7% | +$2.3K | 0.22% | 72 |
|
|
2018
Q2 | $417K | Buy |
30,400
+9,053
| +42% | +$124K | 0.3% | 62 |
|
|
2018
Q1 | $290K | Buy |
21,347
+1,535
| +8% | +$20.9K | 0.21% | 86 |
|
|
2017
Q4 | $348K | Sell |
19,812
-7,750
| -28% | -$136K | 0.35% | 63 |
|
|
2017
Q3 | $673K | Sell |
27,562
-5,000
| -15% | -$122K | 0.68% | 37 |
|
|
2017
Q2 | $835K | Hold |
32,562
| – | – | 0.85% | 28 |
|
|
2017
Q1 | $942K | Sell |
32,562
-1,500
| -4% | -$43.4K | 1.02% | 20 |
|
|
2016
Q4 | $1.09M | Buy |
+34,062
| New | +$1.09M | 1.45% | 15 |
|