Charter Oak Capital 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 | $368K | Sell |
1,429
-25
| -2% | -$6.43K | 0.03% | 144 |
|
|
2025
Q1 | $291K | Buy |
1,454
+47
| +3% | +$9.4K | 0.03% | 154 |
|
|
2024
Q4 | $235K | Buy |
1,407
+3
| +0.2% | +$500 | 0.02% | 171 |
|
|
2024
Q3 | $265K | Buy |
1,404
+72
| +5% | +$13.6K | 0.02% | 160 |
|
|
2024
Q2 | $212K | Sell |
1,332
-834
| -39% | -$133K | 0.02% | 170 |
|
|
2024
Q1 | $304K | Buy |
+2,166
| New | +$304K | 0.03% | 151 |
|
|
2022
Q2 | – | Sell |
-14,444
| Closed | -$823K | – | 949 |
|
|
2022
Q1 | $823K | Sell |
14,444
-10
| -0.1% | -$570 | 0.1% | 84 |
|
|
2021
Q4 | $851K | Sell |
14,454
-107
| -0.7% | -$6.3K | 0.1% | 86 |
|
|
2021
Q3 | $935K | Buy |
14,561
+11,067
| +317% | +$711K | 0.12% | 76 |
|
|
2021
Q2 | $234K | Sell |
3,494
-98
| -3% | -$6.56K | 0.03% | 157 |
|
|
2021
Q1 | $235K | Sell |
3,592
-957
| -21% | -$62.6K | 0.03% | 157 |
|
|
2020
Q4 | $245K | Buy |
+4,549
| New | +$245K | 0.04% | 146 |
|