Crestwood Advisors Group’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
$3.35M Buy
13,024
+7
+0.1% +$1.8K 0.06% 163
2025
Q1
$2.61M Buy
13,017
+953
+8% +$191K 0.05% 175
2024
Q4
$2.01M Sell
12,064
-841
-7% -$140K 0.04% 188
2024
Q3
$2.43M Buy
12,905
+2,106
+20% +$397K 0.05% 170
2024
Q2
$1.72M Sell
10,799
-2,740
-20% -$436K 0.04% 187
2024
Q1
$1.9M Buy
13,539
+322
+2% +$45.1K 0.04% 172
2023
Q4
$1.35M Buy
13,217
+814
+7% +$82.9K 0.03% 188
2023
Q3
$1.07M Buy
12,403
+4,935
+66% +$427K 0.03% 191
2023
Q2
$655K Buy
7,468
+209
+3% +$18.3K 0.02% 166
2023
Q1
$554K Sell
7,259
-2,314
-24% -$177K 0.02% 180
2022
Q4
$500K Sell
9,573
-608
-6% -$31.7K 0.02% 189
2022
Q3
$393K Buy
10,181
+50
+0.5% +$1.93K 0.01% 206
2022
Q2
$402K Sell
10,131
-39
-0.4% -$1.55K 0.01% 201
2022
Q1
$580K Sell
10,170
-1,375
-12% -$78.4K 0.02% 194
2021
Q4
$680K Buy
11,545
+964
+9% +$56.8K 0.02% 185
2021
Q3
$679K Sell
10,581
-10
-0.1% -$642 0.02% 175
2021
Q2
$711K Sell
10,591
-163
-2% -$10.9K 0.02% 177
2021
Q1
$704K Sell
10,754
-556
-5% -$36.4K 0.02% 170
2020
Q4
$609K Sell
11,310
-1,242
-10% -$66.9K 0.02% 177
2020
Q3
$390K Sell
12,552
-161
-1% -$5K 0.01% 180
2020
Q2
$433K Sell
12,713
-105
-0.8% -$3.58K 0.02% 174
2020
Q1
$507K Sell
12,818
-1,506
-11% -$59.6K 0.03% 151
2019
Q4
$797K Sell
14,324
-884
-6% -$49.2K 0.03% 145
2019
Q3
$678K Sell
15,208
-53
-0.3% -$2.36K 0.03% 151
2019
Q2
$799K Buy
15,261
+4,354
+40% +$228K 0.04% 141
2019
Q1
$543K Buy
10,907
+2,635
+32% +$131K 0.04% 104
2018
Q4
$300K Buy
8,272
+184
+2% +$6.67K 0.02% 129
2018
Q3
$438K Sell
8,088
-455
-5% -$24.6K 0.03% 111
2018
Q2
$510K Sell
8,543
-110
-1% -$6.57K 0.04% 102
2018
Q1
$559K Sell
8,653
-1,086
-11% -$70.2K 0.04% 96
2017
Q4
$814K Buy
9,739
+935
+11% +$78.1K 0.06% 82
2017
Q3
$1.02M Sell
8,804
-53
-0.6% -$6.14K 0.09% 74
2017
Q2
$1.08M Sell
8,857
-114
-1% -$14K 0.09% 75
2017
Q1
$1.25M Sell
8,971
-2,106
-19% -$293K 0.11% 69
2016
Q4
$1.68M Sell
11,077
-508
-4% -$77K 0.16% 67
2016
Q3
$1.64M Sell
11,585
-16
-0.1% -$2.27K 0.2% 55
2016
Q2
$1.75M Sell
11,601
-896
-7% -$135K 0.22% 54
2016
Q1
$1.9M Sell
12,497
-1,602
-11% -$244K 0.22% 56
2015
Q4
$2.11M Sell
14,099
-3,312
-19% -$494K 0.25% 56
2015
Q3
$2.1M Buy
17,411
+4,383
+34% +$530K 0.27% 51
2015
Q2
$1.66M Sell
13,028
-901
-6% -$115K 0.22% 50
2015
Q1
$1.66M Sell
13,929
-1,974
-12% -$235K 0.24% 47
2014
Q4
$1.93M Buy
15,903
+556
+4% +$67.3K 0.29% 47
2014
Q3
$1.88M Buy
15,347
+1,241
+9% +$152K 0.3% 49
2014
Q2
$1.78M Buy
14,106
+549
+4% +$69.2K 0.28% 49
2014
Q1
$1.68M Sell
13,557
-391
-3% -$48.5K 0.27% 50
2013
Q4
$1.87M Sell
13,948
-1,602
-10% -$215K 0.3% 49
2013
Q3
$1.78M Buy
15,550
+2,762
+22% +$316K 0.31% 48
2013
Q2
$1.42M Buy
+12,788
New +$1.42M 0.26% 50