Concord Wealth Partners’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 | $217K | Buy |
844
+171
| +25% | +$44K | 0.03% | 194 |
|
|
2025
Q1 | $135K | Sell |
673
-9,151
| -93% | -$1.83M | 0.02% | 218 |
|
|
2024
Q4 | $1.64M | Buy |
9,824
+5,251
| +115% | +$876K | 0.27% | 78 |
|
|
2024
Q3 | $862K | Buy |
4,573
+1,191
| +35% | +$225K | 0.14% | 104 |
|
|
2024
Q2 | $538K | Buy |
3,382
+2,252
| +199% | +$358K | 0.09% | 135 |
|
|
2024
Q1 | $158K | Hold |
1,130
| – | – | 0.03% | 226 |
|
|
2023
Q4 | $115K | Hold |
1,130
| – | – | 0.02% | 265 |
|
|
2023
Q3 | $99.7K | Sell |
1,130
-62
| -5% | -$5.47K | 0.02% | 281 |
|
|
2023
Q2 | $104K | Buy |
1,192
+248
| +26% | +$21.7K | 0.02% | 271 |
|
|
2023
Q1 | $72K | Sell |
944
-700
| -43% | -$53.4K | 0.02% | 294 |
|
|
2022
Q4 | $85.8K | Buy |
+1,644
| New | +$85.8K | 0.03% | 280 |
|
|
2022
Q3 | – | Sell |
-3,334
| Closed | -$132K | – | 530 |
|
|
2022
Q2 | $132K | Sell |
3,334
-735
| -18% | -$29.1K | 0.04% | 221 |
|
|
2022
Q1 | $232K | Sell |
4,069
-278
| -6% | -$15.9K | 0.06% | 163 |
|
|
2021
Q4 | $256K | Buy |
4,347
+3,841
| +759% | +$226K | 0.06% | 153 |
|
|
2021
Q3 | $32K | Sell |
506
-473
| -48% | -$29.9K | 0.01% | 294 |
|
|
2021
Q2 | $66K | Buy |
979
+101
| +12% | +$6.81K | 0.02% | 305 |
|
|
2021
Q1 | $57K | Sell |
878
-114
| -11% | -$7.4K | 0.02% | 314 |
|
|
2020
Q4 | $53K | Buy |
+992
| New | +$53K | 0.04% | 199 |
|