Cassaday & Co Wealth Management’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
$1.29M Buy
5,022
+403
+9% +$104K 0.03% 107
2025
Q1
$925K Buy
4,619
+13
+0.3% +$2.6K 0.03% 127
2024
Q4
$768K Sell
4,606
-124
-3% -$20.7K 0.02% 143
2024
Q3
$892K Sell
4,730
-146
-3% -$27.5K 0.03% 121
2024
Q2
$775K Sell
4,876
-1,120
-19% -$178K 0.02% 130
2024
Q1
$840K Buy
5,996
+295
+5% +$41.3K 0.03% 121
2023
Q4
$581K Sell
5,701
-62
-1% -$6.32K 0.02% 152
2023
Q3
$508K Buy
5,763
+852
+17% +$75.2K 0.02% 145
2023
Q2
$431K Sell
4,911
-46
-0.9% -$4.03K 0.02% 166
2023
Q1
$378K Sell
4,957
-1,516
-23% -$116K 0.02% 179
2022
Q4
$338K Buy
+6,473
New +$338K 0.02% 183