EWA
EP Wealth Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.66M | Buy |
25,879
+2,085
| +9% | +$537K | 0.04% | 231 |
|
|
2025
Q1 | $4.76M | Sell |
23,794
-468
| -2% | -$93.7K | 0.04% | 227 |
|
|
2024
Q4 | $4.05M | Sell |
24,262
-4,629
| -16% | -$772K | 0.03% | 247 |
|
|
2024
Q3 | $5.45M | Buy |
28,891
+9,574
| +50% | +$1.81M | 0.05% | 210 |
|
|
2024
Q2 | $3.07M | Buy |
19,317
+187
| +1% | +$29.7K | 0.03% | 231 |
|
|
2024
Q1 | $3.36M | Buy |
19,130
+2,036
| +12% | +$357K | 0.04% | 213 |
|
|
2023
Q4 | $2.18M | Sell |
17,094
-1,011
| -6% | -$129K | 0.03% | 244 |
|
|
2023
Q3 | $2M | Sell |
18,105
-2,584,533
| -99% | -$286M | 0.03% | 238 |
|
|
2023
Q2 | $1.95M | Buy |
2,602,638
+2,582,357
| +12,733% | +$1.94M | 0.03% | 241 |
|
|
2023
Q1 | $4.63M | Buy |
20,281
+10,279
| +103% | +$2.35M | 0.08% | 143 |
|
|
2022
Q4 | $838K | Sell |
10,002
-629
| -6% | -$52.7K | 0.02% | 312 |
|
|
2022
Q3 | $658K | Sell |
10,631
-10,551
| -50% | -$653K | 0.01% | 267 |
|
|
2022
Q2 | $1.35M | Buy |
21,182
+5,085
| +32% | +$324K | 0.03% | 226 |
|
|
2022
Q1 | $1.47M | Sell |
16,097
-3,288
| -17% | -$301K | 0.03% | 226 |
|
|
2021
Q4 | $1.83M | Sell |
19,385
-1,018
| -5% | -$96.2K | 0.04% | 195 |
|
|
2021
Q3 | $2.1M | Buy |
+20,403
| New | +$2.1M | 0.06% | 158 |
|
|
2021
Q2 | – | Sell |
-127,141
| Closed | -$1.67M | – | 541 |
|
|
2021
Q1 | $1.67M | Buy |
127,141
+99,046
| +353% | +$1.3M | 0.05% | 186 |
|
|
2020
Q4 | $303K | Sell |
28,095
-5,894
| -17% | -$63.6K | 0.01% | 343 |
|
|
2020
Q3 | $212K | Sell |
33,989
-8,511
| -20% | -$53.1K | 0.01% | 338 |
|
|
2020
Q2 | $290K | Sell |
42,500
-6,489
| -13% | -$44.3K | 0.01% | 311 |
|
|
2020
Q1 | $389K | Sell |
48,989
-4,721
| -9% | -$37.5K | 0.02% | 278 |
|
|
2019
Q4 | $599K | Sell |
53,710
-12,081
| -18% | -$135K | 0.02% | 255 |
|
|
2019
Q3 | $588K | Sell |
65,791
-2,760
| -4% | -$24.7K | 0.03% | 212 |
|
|
2019
Q2 | $720K | Buy |
68,551
+50,426
| +278% | +$530K | 0.05% | 163 |
|
|
2019
Q1 | $181K | Buy |
18,125
+844
| +5% | +$8.43K | 0.02% | 238 |
|
|
2018
Q4 | $131K | Sell |
17,281
-3,506
| -17% | -$26.6K | 0.01% | 255 |
|
|
2018
Q3 | $235K | Buy |
20,787
+4,098
| +25% | +$46.3K | 0.02% | 251 |
|
|
2018
Q2 | $227K | Sell |
16,689
-9,461
| -36% | -$129K | 0.02% | 169 |
|
|
2018
Q1 | $353K | Sell |
26,150
-7,459
| -22% | -$101K | 0.03% | 145 |
|
|
2017
Q4 | $586K | Sell |
33,609
-2,121
| -6% | -$37K | 0.06% | 101 |
|
|
2017
Q3 | $864K | Sell |
35,730
-3,185
| -8% | -$77K | 0.1% | 85 |
|
|
2017
Q2 | $1.05M | Sell |
38,915
-1,807
| -4% | -$48.8K | 0.13% | 81 |
|
|
2017
Q1 | $1.21M | Sell |
40,722
-4,635
| -10% | -$138K | 0.17% | 53 |
|
|
2016
Q4 | $1.37M | Sell |
45,357
-1,494
| -3% | -$45.1K | 0.2% | 51 |
|
|
2016
Q3 | $1.39M | Sell |
46,851
-204
| -0.4% | -$6.04K | 0.22% | 47 |
|
|
2016
Q2 | $1.48M | Buy |
47,055
+1,051
| +2% | +$33.1K | 0.24% | 48 |
|
|
2016
Q1 | $1.46M | Buy |
46,004
+13,997
| +44% | +$445K | 0.22% | 49 |
|
|
2015
Q4 | $997K | Buy |
32,007
+2,877
| +10% | +$89.6K | 0.17% | 71 |
|
|
2015
Q3 | $735K | Sell |
29,130
-300
| -1% | -$7.57K | 0.14% | 68 |
|
|
2015
Q2 | $782K | Buy |
29,430
+3,354
| +13% | +$89.1K | 0.15% | 53 |
|
|
2015
Q1 | $647K | Sell |
26,076
-1,265
| -5% | -$31.4K | 0.12% | 62 |
|
|
2014
Q4 | $691K | Buy |
27,341
+992
| +4% | +$25.1K | 0.11% | 72 |
|
|
2014
Q3 | $675K | Buy |
26,349
+1,788
| +7% | +$45.8K | 0.11% | 59 |
|
|
2014
Q2 | $645K | Sell |
24,561
-1,067
| -4% | -$28K | 0.15% | 58 |
|
|
2014
Q1 | $664K | Sell |
25,628
-3,067
| -11% | -$79.5K | 0.18% | 52 |
|
|
2013
Q4 | $804K | Buy |
28,695
+330
| +1% | +$9.25K | 0.21% | 52 |
|
|
2013
Q3 | $678K | Buy |
28,365
+1,657
| +6% | +$39.6K | 0.21% | 49 |
|
|
2013
Q2 | $619K | Buy |
+26,708
| New | +$619K | 0.22% | 44 |
|