DWM
Darwin Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Sell |
1,653
-276
| -14% | -$71.1K | 0.15% | 97 |
|
|
2025
Q1 | $322K | Hold |
1,929
| – | – | 0.11% | 108 |
|
|
2024
Q4 | $322K | Sell |
1,929
-396
| -17% | -$66.1K | 0.11% | 108 |
|
|
2024
Q3 | $438K | Buy |
+2,325
| New | +$438K | 0.12% | 100 |
|
|
2024
Q2 | – | Sell |
-2,712
| Closed | -$476K | – | 102 |
|
|
2024
Q1 | $476K | Sell |
2,712
-538
| -17% | -$94.4K | 0.13% | 96 |
|
|
2023
Q4 | $415K | Sell |
3,250
-328
| -9% | -$41.9K | 0.11% | 100 |
|
|
2023
Q3 | $396K | Buy |
3,578
+138
| +4% | +$15.3K | 0.11% | 103 |
|
|
2023
Q2 | $383K | Buy |
3,440
+800
| +30% | +$89K | 0.1% | 102 |
|
|
2023
Q1 | $255K | Sell |
2,640
-327
| -11% | -$31.6K | 0.07% | 138 |
|
|
2022
Q4 | $238K | Buy |
+2,967
| New | +$238K | 0.06% | 150 |
|
|
2020
Q2 | – | Sell |
-4,530
| Closed | -$35K | – | 380 |
|
|
2020
Q1 | $35K | Buy |
+4,530
| New | +$35K | 0.01% | 287 |
|
|
2017
Q4 | – | Sell |
-24,375
| Closed | -$589K | – | 163 |
|
|
2017
Q3 | $589K | Sell |
24,375
-2,230
| -8% | -$53.9K | 0.57% | 46 |
|
|
2017
Q2 | $719K | Sell |
26,605
-4,315
| -14% | -$117K | 0.4% | 74 |
|
|
2017
Q1 | $921K | Sell |
30,920
-48,807
| -61% | -$1.45M | 0.53% | 60 |
|
|
2016
Q4 | $2.52M | Sell |
79,727
-4,192
| -5% | -$132K | 1.69% | 12 |
|
|
2016
Q3 | $2.49M | Buy |
83,919
+8,254
| +11% | +$245K | 1.92% | 19 |
|
|
2016
Q2 | $2.38M | Buy |
+75,665
| New | +$2.38M | 2.03% | 17 |
|