Congress 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 | $10.1M | Buy |
39,051
+168
| +0.4% | +$43.2K | 0.1% | 244 |
|
|
2025
Q1 | $7.89M | Buy |
38,883
+30,057
| +341% | +$6.1M | 0.09% | 246 |
|
|
2024
Q4 | $1.47M | Buy |
8,826
+591
| +7% | +$98.6K | 0.02% | 457 |
|
|
2024
Q3 | $1.55M | Buy |
8,235
+2,310
| +39% | +$436K | 0.02% | 458 |
|
|
2024
Q2 | $942K | Sell |
5,925
-934
| -14% | -$149K | 0.02% | 436 |
|
|
2024
Q1 | $961K | Sell |
6,859
-366
| -5% | -$51.3K | 0.02% | 379 |
|
|
2023
Q4 | $736K | Sell |
7,225
-233
| -3% | -$23.7K | 0.01% | 416 |
|
|
2023
Q3 | $658K | Buy |
7,458
+298
| +4% | +$26.3K | 0.01% | 417 |
|
|
2023
Q2 | $628K | Buy |
7,160
+762
| +12% | +$66.8K | 0.01% | 389 |
|
|
2023
Q1 | $488K | Sell |
6,398
-833
| -12% | -$63.6K | 0.01% | 418 |
|
|
2022
Q4 | $377K | Sell |
7,231
-43
| -0.6% | -$2.25K | 0.01% | 447 |
|
|
2022
Q3 | $282K | Sell |
7,274
-361
| -5% | -$14K | 0.01% | 477 |
|
|
2022
Q2 | $303K | Sell |
7,635
-2,036
| -21% | -$80.8K | 0.01% | 477 |
|
|
2022
Q1 | $552K | Sell |
9,671
-1,279
| -12% | -$73K | 0.01% | 432 |
|
|
2021
Q4 | $645K | Buy |
+10,950
| New | +$645K | 0.01% | 432 |
|