CFA
Cahill Financial Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
1,391
+1
| +0.1% | +$257 | 0.04% | 209 |
|
|
2025
Q1 | $278K | Hold |
1,390
| – | – | 0.04% | 225 |
|
|
2024
Q4 | $232K | Sell |
1,390
-50
| -3% | -$8.34K | 0.03% | 243 |
|
|
2024
Q3 | $272K | Buy |
1,440
+116
| +9% | +$21.9K | 0.04% | 223 |
|
|
2024
Q2 | $210K | Buy |
1,324
+42
| +3% | +$6.68K | 0.03% | 250 |
|
|
2024
Q1 | $225K | Buy |
+1,282
| New | +$225K | 0.03% | 247 |
|
|
2021
Q4 | – | Sell |
-968
| Closed | -$100K | – | 430 |
|
|
2021
Q3 | $100K | Sell |
968
-10,007
| -91% | -$1.03M | 0.02% | 267 |
|
|
2021
Q2 | $148K | Buy |
+10,975
| New | +$148K | 0.03% | 203 |
|
|
2017
Q4 | – | Sell |
-9,237
| Closed | -$224K | – | 140 |
|
|
2017
Q3 | $224K | Buy |
+9,237
| New | +$224K | 0.12% | 129 |
|
|
2017
Q2 | – | Sell |
-26,024
| Closed | -$776K | – | 139 |
|
|
2017
Q1 | $776K | Sell |
26,024
-387
| -1% | -$11.5K | 0.45% | 56 |
|
|
2016
Q4 | $835K | Buy |
26,411
+1,280
| +5% | +$40.5K | 0.51% | 50 |
|
|
2016
Q3 | $745K | Buy |
25,131
+1,211
| +5% | +$35.9K | 0.48% | 50 |
|
|
2016
Q2 | $754K | Sell |
23,920
-240
| -1% | -$7.57K | 0.53% | 49 |
|
|
2016
Q1 | $769K | Buy |
24,160
+320
| +1% | +$10.2K | 0.58% | 45 |
|
|
2015
Q4 | $743K | Buy |
23,840
+314
| +1% | +$9.79K | 0.61% | 45 |
|
|
2015
Q3 | $594K | Buy |
23,526
+16
| +0.1% | +$404 | 0.48% | 56 |
|
|
2015
Q2 | $625K | Sell |
23,510
-775
| -3% | -$20.6K | 0.47% | 58 |
|
|
2015
Q1 | $603K | Buy |
24,285
+17
| +0.1% | +$422 | 0.46% | 57 |
|
|
2014
Q4 | $614K | Buy |
24,268
+815
| +3% | +$20.6K | 0.47% | 53 |
|
|
2014
Q3 | $601K | Buy |
23,453
+1,055
| +5% | +$27K | 0.48% | 52 |
|
|
2014
Q2 | $589K | Buy |
22,398
+515
| +2% | +$13.5K | 0.46% | 48 |
|
|
2014
Q1 | $567K | Sell |
21,883
-2,588
| -11% | -$67.1K | 0.48% | 48 |
|
|
2013
Q4 | $686K | Buy |
+24,471
| New | +$686K | 0.59% | 44 |
|