CWS
Confluence Wealth Services’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
9,151
+460
| +5% | +$118K | 0.13% | 81 |
|
|
2025
Q1 | $1.68M | Buy |
8,691
+272
| +3% | +$52.7K | 0.11% | 97 |
|
|
2024
Q4 | $1.69M | Sell |
8,419
-142
| -2% | -$28.5K | 0.11% | 92 |
|
|
2024
Q3 | $1.61M | Sell |
8,561
-999
| -10% | -$188K | 0.12% | 93 |
|
|
2024
Q2 | $1.52M | Buy |
9,560
+2,674
| +39% | +$425K | 0.12% | 101 |
|
|
2024
Q1 | $1.21M | Buy |
6,886
+913
| +15% | +$160K | 0.11% | 106 |
|
|
2023
Q4 | $762K | Sell |
5,973
-374
| -6% | -$47.7K | 0.08% | 141 |
|
|
2023
Q3 | $702K | Sell |
6,347
-1,448
| -19% | -$160K | 0.14% | 119 |
|
|
2023
Q2 | $856K | Buy |
7,795
+1,370
| +21% | +$150K | 0.18% | 107 |
|
|
2023
Q1 | $614K | Buy |
6,425
+238
| +4% | +$22.8K | 0.14% | 125 |
|
|
2022
Q4 | $518K | Sell |
6,187
-1,069
| -15% | -$89.6K | 0.13% | 131 |
|
|
2022
Q3 | $449K | Sell |
7,256
-2,683
| -27% | -$166K | 0.19% | 137 |
|
|
2022
Q2 | $784K | Buy |
9,939
+241
| +2% | +$19K | 0.34% | 99 |
|
|
2022
Q1 | $887K | Sell |
9,698
-480
| -5% | -$43.9K | 0.32% | 89 |
|
|
2021
Q4 | $961K | Buy |
+10,178
| New | +$961K | 0.31% | 83 |
|