Caldwell Trust’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
4,360
-187
|
|
||||
|
2025
Q1 | $910K | Hold |
4,547
|
|
||||
|
2024
Q4 | $758K | Hold |
4,547
|
|
||||
|
2024
Q3 | $857K | Sell |
4,547
-252
|
|
||||
|
2024
Q2 | $763K | Sell |
4,799
-1,203
|
|
||||
|
2024
Q1 | $841K | Hold |
6,002
|
|
||||
|
2023
Q4 | $611K | Buy |
6,002
+316
|
|
||||
|
2023
Q3 | $502K | Sell |
5,686
-75
|
|
||||
|
2023
Q2 | $505K | Hold |
5,761
|
|
||||
|
2023
Q1 | $440K | Sell |
5,761
-1,619
|
|
||||
|
2022
Q4 | $385K | Hold |
7,380
|
|
||||
|
2022
Q3 | $285K | Sell |
7,380
-2,363
|
|
||||
|
2022
Q2 | $386K | Buy |
9,743
+4,522
|
|
||||
|
2022
Q1 | $298K | Hold |
5,221
|
|
||||
|
2021
Q4 | $307K | Hold |
5,221
|
|
||||
|
2021
Q3 | $335K | Buy |
5,221
+800
|
|
||||
|
2021
Q2 | $297K | Buy |
4,421
+422
|
|
||||
|
2021
Q1 | $262K | Hold |
3,999
|
|
||||
|
2020
Q4 | $215K | Hold |
3,999
|
|
||||
|
2020
Q3 | $124K | Sell |
3,999
-834
|
|
||||
|
2020
Q2 | $165K | Sell |
4,833
-201
|
|
||||
|
2020
Q1 | $199K | Buy |
5,034
+80
|
|
||||
|
2019
Q4 | $276K | Buy |
+4,954
|
|