CWM
Connecticut Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
9,389
+593
| +7% | +$153K | 0.12% | 81 |
|
|
2025
Q1 | $1.76M | Sell |
8,796
-187
| -2% | -$37.4K | 0.09% | 106 |
|
|
2024
Q4 | $1.5M | Sell |
8,983
-414
| -4% | -$69.1K | 0.07% | 101 |
|
|
2024
Q3 | $1.77M | Buy |
9,397
+323
| +4% | +$60.9K | 0.09% | 107 |
|
|
2024
Q2 | $1.44M | Buy |
9,074
+3,117
| +52% | +$496K | 0.07% | 119 |
|
|
2024
Q1 | $1.05M | Buy |
5,957
+1
| +0% | +$176 | 0.06% | 144 |
|
|
2023
Q4 | $760K | Sell |
5,956
-203
| -3% | -$25.9K | 0.04% | 170 |
|
|
2023
Q3 | $681K | Buy |
6,159
+68
| +1% | +$7.52K | 0.05% | 142 |
|
|
2023
Q2 | $669K | Buy |
6,091
+219
| +4% | +$24.1K | 0.05% | 127 |
|
|
2023
Q1 | $561K | Buy |
5,872
+1,333
| +29% | +$127K | 0.04% | 136 |
|
|
2022
Q4 | $380K | Buy |
4,539
+127
| +3% | +$10.6K | 0.03% | 135 |
|
|
2022
Q3 | $273K | Sell |
4,412
-16
| -0.4% | -$990 | 0.03% | 157 |
|
|
2022
Q2 | $282K | Buy |
4,428
+606
| +16% | +$38.6K | 0.02% | 150 |
|
|
2022
Q1 | $350K | Sell |
3,822
-253
| -6% | -$23.2K | 0.03% | 140 |
|
|
2021
Q4 | $385K | Buy |
4,075
+325
| +9% | +$30.7K | 0.03% | 139 |
|
|
2021
Q3 | $386K | Sell |
3,750
-27,068
| -88% | -$2.79M | 0.03% | 133 |
|
|
2021
Q2 | $415K | Sell |
30,818
-7,629
| -20% | -$103K | 0.04% | 125 |
|
|
2021
Q1 | $505K | Sell |
38,447
-2,130
| -5% | -$28K | 0.05% | 99 |
|
|
2020
Q4 | $438K | Sell |
40,577
-2,283
| -5% | -$24.6K | 0.05% | 124 |
|
|
2020
Q3 | $267K | Buy |
42,860
+2,036
| +5% | +$12.7K | 0.03% | 168 |
|
|
2020
Q2 | $279K | Buy |
40,824
+11,008
| +37% | +$75.2K | 0.03% | 118 |
|
|
2020
Q1 | $237K | Sell |
29,816
-1,913
| -6% | -$15.2K | 0.04% | 130 |
|
|
2019
Q4 | $354K | Sell |
31,729
-5,166
| -14% | -$57.6K | 0.04% | 126 |
|
|
2019
Q3 | $330K | Sell |
36,895
-2,312
| -6% | -$20.7K | 0.04% | 124 |
|
|
2019
Q2 | $412K | Buy |
39,207
+9,823
| +33% | +$103K | 0.05% | 107 |
|
|
2019
Q1 | $294K | Buy |
29,384
+210
| +0.7% | +$2.1K | 0.1% | 62 |
|
|
2018
Q4 | $221K | Sell |
29,174
-13,477
| -32% | -$102K | 0.1% | 68 |
|
|
2018
Q3 | $516K | Buy |
42,651
+811
| +2% | +$9.81K | 0.23% | 37 |
|
|
2018
Q2 | $559K | Sell |
41,840
-1,957
| -4% | -$26.1K | 0.27% | 34 |
|
|
2018
Q1 | $575K | Buy |
43,797
+5,718
| +15% | +$75.1K | 0.33% | 31 |
|
|
2017
Q4 | $696K | Sell |
38,079
-8,774
| -19% | -$160K | 0.37% | 29 |
|
|
2017
Q3 | $1.1M | Sell |
46,853
-803
| -2% | -$18.8K | 0.65% | 19 |
|
|
2017
Q2 | $1.24M | Sell |
47,656
-3,784
| -7% | -$98.5K | 0.75% | 16 |
|
|
2017
Q1 | $1.54M | Sell |
51,440
-5,767
| -10% | -$173K | 0.94% | 12 |
|
|
2016
Q4 | $1.8M | Sell |
57,207
-5,113
| -8% | -$161K | 1.15% | 9 |
|
|
2016
Q3 | $1.84M | Buy |
+62,320
| New | +$1.84M | 1.32% | 9 |
|