CWP
CFM Wealth Partners’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
911
-200
| -18% | -$51.5K | 0.04% | 127 |
|
|
2025
Q1 | $222K | Buy |
+1,111
| New | +$222K | 0.04% | 132 |
|
|
2024
Q4 | – | Sell |
-1,111
| Closed | -$210K | – | 144 |
|
|
2024
Q3 | $210K | Buy |
+1,111
| New | +$210K | 0.04% | 137 |
|
|
2024
Q2 | – | Sell |
-1,167
| Closed | -$205K | – | 152 |
|
|
2024
Q1 | $205K | Buy |
+1,167
| New | +$205K | 0.04% | 151 |
|
|
2021
Q3 | – | Sell |
-13,587
| Closed | -$183K | – | 185 |
|
|
2021
Q2 | $183K | Hold |
13,587
| – | – | 0.05% | 174 |
|
|
2021
Q1 | $178K | Sell |
13,587
-500
| -4% | -$6.55K | 0.05% | 168 |
|
|
2020
Q4 | $152K | Buy |
14,087
+845
| +6% | +$9.12K | 0.05% | 162 |
|
|
2020
Q3 | $82K | Hold |
13,242
| – | – | 0.03% | 148 |
|
|
2020
Q2 | $90K | Hold |
13,242
| – | – | 0.03% | 211 |
|
|
2020
Q1 | $105K | Buy |
13,242
+1,150
| +10% | +$9.12K | 0.05% | 190 |
|
|
2019
Q4 | $143K | Buy |
+12,092
| New | +$143K | 0.05% | 172 |
|