Caldwell Trust’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.51M | Buy |
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|
2025
Q2 | $1.12M | Sell |
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|
2025
Q1 | $910K | Hold |
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|
2024
Q4 | $758K | Hold |
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|
2024
Q3 | $857K | Sell |
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|
2024
Q2 | $763K | Sell |
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|
2024
Q1 | $841K | Hold |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $502K | Sell |
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|
2023
Q2 | $505K | Hold |
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|
2023
Q1 | $440K | Sell |
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|
2022
Q4 | $385K | Hold |
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|
2022
Q3 | $285K | Sell |
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|
2022
Q2 | $386K | Buy |
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|
2022
Q1 | $298K | Hold |
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|
2021
Q4 | $307K | Hold |
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|
2021
Q3 | $335K | Buy |
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|
2021
Q2 | $297K | Buy |
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|
2021
Q1 | $262K | Hold |
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|
2020
Q4 | $215K | Hold |
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|
2020
Q3 | $124K | Sell |
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|
2020
Q2 | $165K | Sell |
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|
2020
Q1 | $199K | Buy |
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|
2019
Q4 | $276K | Buy |
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