BSW Wealth Partners’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 | $389K | Sell |
1,511
-1,249
| -45% | -$321K | 0.05% | 200 |
|
|
2025
Q1 | $552K | Sell |
2,760
-282
| -9% | -$56.4K | 0.08% | 145 |
|
|
2024
Q4 | $507K | Buy |
3,042
+416
| +16% | +$69.4K | 0.07% | 161 |
|
|
2024
Q3 | $495K | Buy |
2,626
+48
| +2% | +$9.05K | 0.07% | 149 |
|
|
2024
Q2 | $410K | Sell |
2,578
-652
| -20% | -$104K | 0.07% | 158 |
|
|
2024
Q1 | $453K | Buy |
3,230
+11
| +0.3% | +$1.54K | 0.08% | 147 |
|
|
2023
Q4 | $328K | Sell |
3,219
-31
| -1% | -$3.16K | 0.07% | 187 |
|
|
2023
Q3 | $287K | Sell |
3,250
-1,189
| -27% | -$105K | 0.06% | 182 |
|
|
2023
Q2 | $389K | Sell |
4,439
-22
| -0.5% | -$1.93K | 0.08% | 142 |
|
|
2023
Q1 | $340K | Sell |
4,461
-1,191
| -21% | -$90.9K | 0.07% | 200 |
|
|
2022
Q4 | $295K | Sell |
5,652
-274
| -5% | -$14.3K | 0.06% | 218 |
|
|
2022
Q3 | $229K | Buy |
5,926
+42
| +0.7% | +$1.62K | 0.06% | 237 |
|
|
2022
Q2 | $233K | Sell |
5,884
-5
| -0.1% | -$198 | 0.06% | 230 |
|
|
2022
Q1 | $336K | Buy |
5,889
+107
| +2% | +$6.11K | 0.08% | 187 |
|
|
2021
Q4 | $340K | Buy |
5,782
+402
| +7% | +$23.6K | 0.09% | 173 |
|
|
2021
Q3 | $345K | Sell |
5,380
-309
| -5% | -$19.8K | 0.1% | 152 |
|
|
2021
Q2 | $382K | Hold |
5,689
| – | – | 0.11% | 130 |
|
|
2021
Q1 | $372K | Buy |
5,689
+14
| +0.2% | +$915 | 0.11% | 114 |
|
|
2020
Q4 | $305K | Buy |
5,675
+285
| +5% | +$15.3K | 0.09% | 124 |
|
|
2020
Q3 | $167K | Sell |
5,390
-262
| -5% | -$8.12K | 0.06% | 147 |
|
|
2020
Q2 | $192K | Sell |
5,652
-89
| -2% | -$3.02K | 0.06% | 136 |
|
|
2020
Q1 | $227K | Sell |
5,741
-86
| -1% | -$3.4K | 0.09% | 102 |
|
|
2019
Q4 | $324K | Sell |
5,827
-9
| -0.2% | -$500 | 0.11% | 92 |
|
|
2019
Q3 | $260K | Sell |
5,836
-735
| -11% | -$32.7K | 0.1% | 84 |
|
|
2019
Q2 | $344K | Sell |
6,571
-53
| -0.8% | -$2.78K | 0.13% | 69 |
|
|
2019
Q1 | $330K | Sell |
6,624
-215
| -3% | -$10.7K | 0.13% | 63 |
|
|
2018
Q4 | $248K | Buy |
6,839
+1,207
| +21% | +$43.8K | 0.09% | 75 |
|
|
2018
Q3 | $305K | Sell |
5,632
-38
| -0.7% | -$2.06K | 0.12% | 77 |
|
|
2018
Q2 | $370K | Sell |
5,670
-929
| -14% | -$60.6K | 0.16% | 53 |
|
|
2018
Q1 | $426K | Buy |
6,599
+256
| +4% | +$16.5K | 0.19% | 43 |
|
|
2017
Q4 | $530K | Sell |
6,343
-145
| -2% | -$12.1K | 0.22% | 43 |
|
|
2017
Q3 | $752K | Sell |
6,488
-604
| -9% | -$70K | 0.33% | 31 |
|
|
2017
Q2 | $918K | Sell |
7,092
-234
| -3% | -$30.3K | 0.42% | 27 |
|
|
2017
Q1 | $1.05M | Sell |
7,326
-370
| -5% | -$52.8K | 0.52% | 26 |
|
|
2016
Q4 | $1.17M | Buy |
7,696
+7,472
| +3,336% | +$1.13M | 0.61% | 21 |
|
|
2016
Q3 | $36.3K | Sell |
224
-8,721
| -97% | -$1.41M | 1.25% | 15 |
|
|
2016
Q2 | $1.35M | Sell |
8,945
-59
| -0.7% | -$8.9K | 0.74% | 17 |
|
|
2016
Q1 | $1.37M | Sell |
9,004
-1,249
| -12% | -$190K | 0.77% | 16 |
|
|
2015
Q4 | $1.53M | Sell |
10,253
-142
| -1% | -$21.2K | 0.77% | 18 |
|
|
2015
Q3 | $1.26M | Buy |
10,395
+3,211
| +45% | +$388K | 0.75% | 17 |
|
|
2015
Q2 | $915K | Buy |
7,184
+211
| +3% | +$26.9K | 0.58% | 20 |
|
|
2015
Q1 | $829K | Sell |
6,973
-1,739
| -20% | -$207K | 0.53% | 21 |
|
|
2014
Q4 | $1.06M | Buy |
8,712
+28
| +0.3% | +$3.39K | 0.85% | 14 |
|
|
2014
Q3 | $1.07M | Buy |
8,684
+2,117
| +32% | +$260K | 0.83% | 14 |
|
|
2014
Q2 | $827K | Buy |
6,567
+195
| +3% | +$24.6K | 0.65% | 18 |
|
|
2014
Q1 | $791K | Sell |
6,372
-1,746
| -22% | -$217K | 0.64% | 19 |
|
|
2013
Q4 | $1.09M | Sell |
8,118
-57
| -0.7% | -$7.66K | 0.87% | 14 |
|
|
2013
Q3 | $936K | Buy |
8,175
+1
| +0% | +$114 | 0.81% | 14 |
|
|
2013
Q2 | $908K | Buy |
+8,174
| New | +$908K | 0.8% | 15 |
|