EWM
Empirical Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Buy |
15,151
+751
| +5% | +$193K | 0.09% | 146 |
|
|
2025
Q1 | $2.88M | Buy |
14,400
+10,177
| +241% | +$2.04M | 0.07% | 170 |
|
|
2024
Q4 | $704K | Sell |
4,223
-97
| -2% | -$16.2K | 0.02% | 324 |
|
|
2024
Q3 | $815K | Buy |
4,320
+689
| +19% | +$130K | 0.02% | 296 |
|
|
2024
Q2 | $577K | Buy |
3,631
+819
| +29% | +$130K | 0.02% | 332 |
|
|
2024
Q1 | $494K | Sell |
2,812
-915
| -25% | -$161K | 0.01% | 346 |
|
|
2023
Q4 | $476K | Buy |
3,727
+1,416
| +61% | +$181K | 0.02% | 328 |
|
|
2023
Q3 | $255K | Buy |
2,311
+340
| +17% | +$37.6K | 0.01% | 399 |
|
|
2023
Q2 | $217K | Sell |
1,971
-141
| -7% | -$15.5K | 0.01% | 432 |
|
|
2023
Q1 | $202K | Buy |
+2,112
| New | +$202K | 0.01% | 445 |
|
|
2021
Q3 | – | Sell |
-22,325
| Closed | -$300K | – | 463 |
|
|
2021
Q2 | $300K | Buy |
22,325
+11,834
| +113% | +$159K | 0.02% | 369 |
|
|
2021
Q1 | $138K | Sell |
10,491
-686
| -6% | -$9.02K | 0.01% | 377 |
|
|
2020
Q4 | $121K | Sell |
11,177
-1,175
| -10% | -$12.7K | 0.01% | 347 |
|
|
2020
Q3 | $77K | Sell |
12,352
-13,881
| -53% | -$86.5K | 0.01% | 337 |
|
|
2020
Q2 | $179K | Sell |
26,233
-14,280
| -35% | -$97.4K | 0.02% | 311 |
|
|
2020
Q1 | $322K | Buy |
40,513
+549
| +1% | +$4.36K | 0.04% | 239 |
|
|
2019
Q4 | $446K | Buy |
39,964
+5,861
| +17% | +$65.4K | 0.05% | 199 |
|
|
2019
Q3 | $305K | Buy |
34,103
+1,137
| +3% | +$10.2K | 0.04% | 228 |
|
|
2019
Q2 | $346K | Buy |
32,966
+1,871
| +6% | +$19.6K | 0.05% | 188 |
|
|
2019
Q1 | $311K | Sell |
31,095
-5,611
| -15% | -$56.1K | 0.05% | 180 |
|
|
2018
Q4 | $278K | Sell |
36,706
-5,318
| -13% | -$40.3K | 0.05% | 166 |
|
|
2018
Q3 | $474K | Buy |
42,024
+19,544
| +87% | +$220K | 0.08% | 122 |
|
|
2018
Q2 | $306K | Buy |
22,480
+5,285
| +31% | +$71.9K | 0.06% | 150 |
|
|
2018
Q1 | $232K | Sell |
17,195
-15,283
| -47% | -$206K | 0.05% | 154 |
|
|
2017
Q4 | $567K | Sell |
32,478
-204
| -0.6% | -$3.56K | 0.12% | 83 |
|
|
2017
Q3 | $790K | Buy |
32,682
+1,575
| +5% | +$38.1K | 0.18% | 63 |
|
|
2017
Q2 | $840K | Buy |
31,107
+1,493
| +5% | +$40.3K | 0.2% | 53 |
|
|
2017
Q1 | $883K | Sell |
29,614
-3,079
| -9% | -$91.8K | 0.22% | 51 |
|
|
2016
Q4 | $1.03M | Buy |
32,693
+3,777
| +13% | +$119K | 0.25% | 53 |
|
|
2016
Q3 | $856K | Buy |
28,916
+5,725
| +25% | +$169K | 0.22% | 55 |
|
|
2016
Q2 | $730K | Sell |
23,191
-4,861
| -17% | -$153K | 0.19% | 57 |
|
|
2016
Q1 | $892K | Buy |
28,052
+863
| +3% | +$27.4K | 0.22% | 54 |
|
|
2015
Q4 | $847K | Buy |
27,189
+1,828
| +7% | +$56.9K | 0.21% | 53 |
|
|
2015
Q3 | $640K | Buy |
25,361
+10
| +0% | +$252 | 0.15% | 68 |
|
|
2015
Q2 | $674K | Sell |
25,351
-945
| -4% | -$25.1K | 0.16% | 63 |
|
|
2015
Q1 | $652K | Sell |
26,296
-3,039
| -10% | -$75.4K | 0.16% | 61 |
|
|
2014
Q4 | $741K | Sell |
29,335
-428
| -1% | -$10.8K | 0.18% | 58 |
|
|
2014
Q3 | $763K | Buy |
29,763
+7,096
| +31% | +$182K | 0.18% | 55 |
|
|
2014
Q2 | $596K | Sell |
22,667
-549
| -2% | -$14.4K | 0.15% | 63 |
|
|
2014
Q1 | $601K | Sell |
23,216
-71
| -0.3% | -$1.84K | 0.16% | 60 |
|
|
2013
Q4 | $653K | Sell |
23,287
-206
| -0.9% | -$5.78K | 0.18% | 52 |
|
|
2013
Q3 | $561K | Buy |
23,493
+2,411
| +11% | +$57.6K | 0.18% | 53 |
|
|
2013
Q2 | $489K | Buy |
+21,082
| New | +$489K | 0.16% | 55 |
|