Carson Wealth (CWM LLC)’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.1M | Sell |
198,586
-1,026
| -0.5% | -$264K | 0.18% | 111 |
|
|
2025
Q1 | $40M | Buy |
199,612
+42,529
| +27% | +$8.51M | 0.16% | 122 |
|
|
2024
Q4 | $26.2M | Buy |
157,083
+15,393
| +11% | +$2.57M | 0.11% | 167 |
|
|
2024
Q3 | $26.7M | Buy |
141,690
+21,019
| +17% | +$3.96M | 0.11% | 164 |
|
|
2024
Q2 | $19.2M | Sell |
120,671
-8,467
| -7% | -$1.35M | 0.09% | 203 |
|
|
2024
Q1 | $18.1M | Buy |
129,138
+88,545
| +218% | +$12.4M | 0.09% | 209 |
|
|
2023
Q4 | $4.14M | Sell |
40,593
-1,698
| -4% | -$173K | 0.02% | 432 |
|
|
2023
Q3 | $3.73M | Buy |
42,291
+9,695
| +30% | +$855K | 0.02% | 420 |
|
|
2023
Q2 | $2.86M | Buy |
32,596
+2,806
| +9% | +$246K | 0.02% | 455 |
|
|
2023
Q1 | $2.27M | Sell |
29,790
-4,954
| -14% | -$378K | 0.02% | 458 |
|
|
2022
Q4 | $1.81M | Buy |
34,744
+2,316
| +7% | +$121K | 0.01% | 462 |
|
|
2022
Q3 | $1.25M | Buy |
32,428
+4,525
| +16% | +$175K | 0.01% | 499 |
|
|
2022
Q2 | $1.11M | Buy |
27,903
+7,714
| +38% | +$306K | 0.01% | 541 |
|
|
2022
Q1 | $1.15M | Buy |
20,189
+5,114
| +34% | +$292K | 0.01% | 529 |
|
|
2021
Q4 | $887K | Buy |
+15,075
| New | +$887K | 0.01% | 598 |
|
|
2021
Q2 | $896K | Hold |
13,357
| – | – | 0.01% | 578 |
|
|
2021
Q1 | $896K | Hold |
13,357
| – | – | 0.01% | 578 |
|
|
2020
Q4 | $896K | Hold |
13,357
| – | – | 0.01% | 578 |
|
|
2020
Q3 | $896K | Hold |
13,357
| – | – | 0.01% | 578 |
|
|
2020
Q2 | $896K | Hold |
13,357
| – | – | 0.01% | 578 |
|
|
2020
Q1 | $896K | Hold |
13,357
| – | – | 0.01% | 578 |
|
|
2019
Q4 | $896K | Hold |
13,357
| – | – | 0.01% | 578 |
|
|
2019
Q3 | $896K | Hold |
13,357
| – | – | 0.01% | 578 |
|
|
2019
Q2 | $896K | Hold |
13,357
| – | – | 0.01% | 578 |
|
|
2019
Q1 | $896K | Buy |
13,357
+4,043
| +43% | +$271K | 0.01% | 578 |
|
|
2018
Q4 | $338K | Buy |
9,314
+1,101
| +13% | +$40K | 0.01% | 505 |
|
|
2018
Q3 | $444K | Buy |
8,213
+1,861
| +29% | +$101K | 0.01% | 400 |
|
|
2018
Q2 | $414K | Buy |
6,352
+424
| +7% | +$27.6K | 0.01% | 348 |
|
|
2018
Q1 | $383K | Sell |
5,928
-442
| -7% | -$28.6K | 0.02% | 305 |
|
|
2017
Q4 | $533K | Sell |
6,370
-2,755
| -30% | -$231K | 0.02% | 264 |
|
|
2017
Q3 | $1.06M | Sell |
9,125
-1,660
| -15% | -$192K | 0.05% | 206 |
|
|
2017
Q2 | $1.4M | Sell |
10,785
-3,394
| -24% | -$439K | 0.07% | 177 |
|
|
2017
Q1 | $2.03M | Sell |
14,179
-21,076
| -60% | -$3.01M | 0.11% | 149 |
|
|
2016
Q4 | $5.34M | Sell |
35,255
-264
| -0.7% | -$40K | 0.33% | 82 |
|
|
2016
Q3 | $5.04M | Buy |
35,519
+16,856
| +90% | +$2.39M | 0.35% | 85 |
|
|
2016
Q2 | $2.82M | Sell |
18,663
-10,702
| -36% | -$1.61M | 0.21% | 130 |
|
|
2016
Q1 | $4.47M | Buy |
29,365
+18,055
| +160% | +$2.75M | 0.39% | 85 |
|
|
2015
Q4 | $1.69M | Sell |
11,310
-21,162
| -65% | -$3.16M | 0.16% | 131 |
|
|
2015
Q3 | $3.93M | Buy |
32,472
+4,293
| +15% | +$519K | 0.4% | 88 |
|
|
2015
Q2 | $3.59M | Sell |
28,179
-1,412
| -5% | -$180K | 0.34% | 102 |
|
|
2015
Q1 | $3.52M | Sell |
29,591
-3,499
| -11% | -$416K | 0.36% | 103 |
|
|
2014
Q4 | $4.01M | Buy |
33,090
+6,836
| +26% | +$828K | 0.49% | 75 |
|
|
2014
Q3 | $3.22M | Buy |
26,254
+4,408
| +20% | +$541K | 0.47% | 71 |
|
|
2014
Q2 | $2.75M | Buy |
21,846
+16,061
| +278% | +$2.02M | 0.49% | 64 |
|
|
2014
Q1 | $718K | Sell |
5,785
-10,844
| -65% | -$1.35M | 0.1% | 99 |
|
|
2013
Q4 | $2.23M | Buy |
16,629
+8,178
| +97% | +$1.1M | 0.35% | 57 |
|
|
2013
Q3 | $968K | Buy |
+8,451
| New | +$968K | 0.25% | 53 |
|