DWM
Dakota Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Buy |
57,201
+22,792
| +66% | +$5.87M | 0.31% | 62 |
|
|
2025
Q1 | $6.89M | Buy |
34,409
+25,485
| +286% | +$5.1M | 0.16% | 118 |
|
|
2024
Q4 | $1.49M | Buy |
8,924
+838
| +10% | +$140K | 0.03% | 303 |
|
|
2024
Q3 | $1.52M | Buy |
8,086
+1,449
| +22% | +$273K | 0.03% | 303 |
|
|
2024
Q2 | $1.06M | Sell |
6,637
-23
| -0.3% | -$3.66K | 0.02% | 358 |
|
|
2024
Q1 | $1.17M | Buy |
6,660
+960
| +17% | +$169K | 0.03% | 343 |
|
|
2023
Q4 | $728K | Buy |
5,700
+123
| +2% | +$15.7K | 0.03% | 359 |
|
|
2023
Q3 | $617K | Buy |
5,577
+3,460
| +163% | +$383K | 0.03% | 363 |
|
|
2023
Q2 | $233K | Sell |
2,117
-435
| -17% | -$47.8K | 0.01% | 549 |
|
|
2023
Q1 | $244K | Sell |
2,552
-492
| -16% | -$47K | 0.02% | 517 |
|
|
2022
Q4 | $255K | Sell |
3,044
-222
| -7% | -$18.6K | 0.02% | 480 |
|
|
2022
Q3 | $202K | Buy |
+3,266
| New | +$202K | 0.02% | 499 |
|
|
2021
Q2 | – | Sell |
-10,177
| Closed | -$134K | – | 334 |
|
|
2021
Q1 | $134K | Sell |
10,177
-3,728
| -27% | -$49.1K | 0.02% | 304 |
|
|
2020
Q4 | $150K | Buy |
+13,905
| New | +$150K | 0.02% | 307 |
|
|
2018
Q4 | – | Sell |
-21,528
| Closed | -$243K | – | 284 |
|
|
2018
Q3 | $243K | Sell |
21,528
-3,984
| -16% | -$45K | 0.05% | 237 |
|
|
2018
Q2 | $348K | Buy |
+25,512
| New | +$348K | 0.1% | 154 |
|
|
2017
Q3 | – | Sell |
-8,034
| Closed | -$217K | – | 63 |
|
|
2017
Q2 | $217K | Buy |
8,034
+278
| +4% | +$7.51K | 0.12% | 59 |
|
|
2017
Q1 | $231K | Buy |
7,756
+2
| +0% | +$60 | 0.13% | 58 |
|
|
2016
Q4 | $245K | Buy |
7,754
+63
| +0.8% | +$1.99K | 0.16% | 47 |
|
|
2016
Q3 | $228K | Sell |
7,691
-113
| -1% | -$3.35K | 0.15% | 46 |
|
|
2016
Q2 | $246K | Sell |
7,804
-54
| -0.7% | -$1.7K | 0.17% | 47 |
|
|
2016
Q1 | $250K | Sell |
7,858
-9,975
| -56% | -$317K | 0.18% | 45 |
|
|
2015
Q4 | $556K | Buy |
17,833
+1
| +0% | +$31 | 0.38% | 35 |
|
|
2015
Q3 | $450K | Sell |
17,832
-323
| -2% | -$8.15K | 0.31% | 35 |
|
|
2015
Q2 | $482K | Sell |
18,155
-123
| -0.7% | -$3.27K | 0.29% | 38 |
|
|
2015
Q1 | $453K | Buy |
18,278
+251
| +1% | +$6.22K | 0.27% | 40 |
|
|
2014
Q4 | $457K | Buy |
+18,027
| New | +$457K | 0.29% | 40 |
|