Center for Financial Planning’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 | $302K | Hold |
1,174
| – | – | 0.03% | 136 |
|
2025
Q1 | $235K | Hold |
1,174
| – | – | 0.03% | 142 |
|
2024
Q4 | $196K | Hold |
1,174
| – | – | 0.03% | 154 |
|
2024
Q3 | $221K | Hold |
1,174
| – | – | 0.03% | 148 |
|
2024
Q2 | $187K | Sell |
1,174
-297
| -20% | -$47.2K | 0.03% | 151 |
|
2024
Q1 | $206K | Buy |
1,471
+215
| +17% | +$30.1K | 0.03% | 146 |
|
2023
Q4 | $128K | Buy |
1,256
+16
| +1% | +$1.63K | 0.02% | 156 |
|
2023
Q3 | $109K | Hold |
1,240
| – | – | 0.02% | 161 |
|
2023
Q2 | $109K | Sell |
1,240
-188
| -13% | -$16.5K | 0.02% | 164 |
|
2023
Q1 | $109K | Sell |
1,428
-402
| -22% | -$30.7K | 0.03% | 158 |
|
2022
Q4 | $95.5K | Hold |
1,830
| – | – | 0.02% | 166 |
|
2022
Q3 | $71K | Buy |
1,830
+29
| +2% | +$1.13K | 0.02% | 184 |
|
2022
Q2 | $71K | Buy |
1,801
+828
| +85% | +$32.6K | 0.02% | 188 |
|
2022
Q1 | $55K | Sell |
973
-120
| -11% | -$6.78K | 0.01% | 222 |
|
2021
Q4 | $64K | Hold |
1,093
| – | – | 0.01% | 210 |
|
2021
Q3 | $70K | Buy |
1,093
+258
| +31% | +$16.5K | 0.02% | 187 |
|
2021
Q2 | $56K | Buy |
835
+241
| +41% | +$16.2K | 0.01% | 210 |
|
2021
Q1 | $39K | Hold |
594
| – | – | 0.01% | 238 |
|
2020
Q4 | $32K | Buy |
594
+69
| +13% | +$3.72K | 0.01% | 242 |
|
2020
Q3 | $16K | Sell |
525
-1,705
| -76% | -$52K | 0.01% | 278 |
|
2020
Q2 | $76K | Sell |
2,230
-42
| -2% | -$1.43K | 0.03% | 157 |
|
2020
Q1 | $90K | Hold |
2,272
| – | – | 0.03% | 139 |
|
2019
Q4 | $126K | Buy |
+2,272
| New | +$126K | 0.03% | 123 |
|