BKM 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 | $1.91M | Buy |
7,430
+4,609
| +163% | +$1.19M | 0.75% | 40 |
|
|
2025
Q1 | $565K | Buy |
2,821
+72
| +3% | +$14.4K | 0.23% | 100 |
|
|
2024
Q4 | $459K | Hold |
2,749
| – | – | 0.19% | 113 |
|
|
2024
Q3 | $518K | Buy |
+2,749
| New | +$518K | 0.21% | 114 |
|
|
2024
Q2 | – | Sell |
-3,535
| Closed | -$495K | – | 164 |
|
|
2024
Q1 | $495K | Buy |
3,535
+91
| +3% | +$12.7K | 0.21% | 111 |
|
|
2023
Q4 | $351K | Buy |
+3,444
| New | +$351K | 0.15% | 119 |
|