CBIZ Investment Advisory Services’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 | $87K | Buy |
338
+33
| +11% | +$8.49K | ﹤0.01% | 85 |
|
|
2025
Q1 | $61.1K | Buy |
305
+132
| +76% | +$26.4K | ﹤0.01% | 101 |
|
|
2024
Q4 | $28.9K | Buy |
+173
| New | +$28.9K | ﹤0.01% | 162 |
|
|
2024
Q3 | – | Sell |
-39
| Closed | -$6.26K | – | 413 |
|
|
2024
Q2 | $6.26K | Sell |
39
-24
| -38% | -$3.85K | ﹤0.01% | 282 |
|
|
2024
Q1 | $8.83K | Buy |
+63
| New | +$8.83K | ﹤0.01% | 255 |
|
|
2021
Q4 | – | Hold |
0
| – | -$13K | – | 52 |
|
|
2021
Q3 | – | Hold |
0
| – | -$13K | – | 80 |
|
|
2021
Q2 | – | Hold |
0
| – | -$13K | – | 83 |
|
|
2021
Q1 | – | Hold |
0
| – | -$17K | – | 74 |
|
|
2020
Q4 | – | Hold |
0
| – | -$10K | – | 75 |
|
|
2020
Q3 | – | Hold |
0
| – | -$13K | – | 89 |
|
|
2020
Q2 | – | Hold |
0
| – | -$15K | – | 90 |
|
|
2020
Q1 | – | Hold |
0
| – | -$25K | – | 120 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 96 |
|