Circle 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 | – | Sell |
-1,351
| Closed | -$270K | – | 224 |
|
|
2025
Q1 | $270K | Hold |
1,351
| – | – | 0.01% | 199 |
|
|
2024
Q4 | $225K | Buy |
1,351
+155
| +13% | +$25.9K | ﹤0.01% | 207 |
|
|
2024
Q3 | $226K | Buy |
+1,196
| New | +$226K | 0.01% | 207 |
|
|
2024
Q2 | – | Sell |
-4,010
| Closed | -$562K | – | 220 |
|
|
2024
Q1 | $562K | Sell |
4,010
-2,154
| -35% | -$302K | 0.01% | 135 |
|
|
2023
Q4 | $628K | Sell |
6,164
-738
| -11% | -$75.2K | 0.02% | 123 |
|
|
2023
Q3 | $609K | Sell |
6,902
-1,714
| -20% | -$151K | 0.02% | 119 |
|
|
2023
Q2 | $755K | Hold |
8,616
| – | – | 0.1% | 74 |
|
|
2023
Q1 | $657K | Sell |
8,616
-661
| -7% | -$50.4K | 0.1% | 77 |
|
|
2022
Q4 | $484K | Buy |
9,277
+849
| +10% | +$44.3K | 0.07% | 99 |
|
|
2022
Q3 | $325K | Sell |
8,428
-578
| -6% | -$22.3K | 0.05% | 129 |
|
|
2022
Q2 | $357K | Buy |
9,006
+226
| +3% | +$8.96K | 0.06% | 127 |
|
|
2022
Q1 | $501K | Sell |
8,780
-27
| -0.3% | -$1.54K | 0.07% | 123 |
|
|
2021
Q4 | $518K | Sell |
8,807
-8
| -0.1% | -$471 | 0.07% | 122 |
|
|
2021
Q3 | $566K | Sell |
8,815
-101
| -1% | -$6.49K | 0.08% | 105 |
|
|
2021
Q2 | $598K | Sell |
8,916
-404
| -4% | -$27.1K | 0.09% | 108 |
|
|
2021
Q1 | $610K | Buy |
9,320
+95
| +1% | +$6.22K | 0.1% | 95 |
|
|
2020
Q4 | $497K | Sell |
9,225
-202
| -2% | -$10.9K | 0.07% | 145 |
|
|
2020
Q3 | $293K | Sell |
9,427
-3,687
| -28% | -$115K | 0.05% | 159 |
|
|
2020
Q2 | $446K | Buy |
+13,114
| New | +$446K | 0.08% | 116 |
|
|
2017
Q4 | – | Sell |
-4,501
| Closed | -$522K | – | 97 |
|
|
2017
Q3 | $522K | Sell |
4,501
-1,596
| -26% | -$185K | 0.21% | 41 |
|
|
2017
Q2 | $789K | Sell |
6,097
-277
| -4% | -$35.8K | 0.35% | 30 |
|
|
2017
Q1 | $911K | Sell |
6,374
-131
| -2% | -$18.7K | 0.44% | 26 |
|
|
2016
Q4 | $985K | Buy |
+6,505
| New | +$985K | 0.53% | 22 |
|