EWM
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Evercore Wealth Management’s GE Aerospace GE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.74M Sell
10,633
-8
-0.1% -$2.06K 0.04% 135
2025
Q1
$2.13M Buy
10,641
+205
+2% +$41K 0.03% 149
2024
Q4
$1.74M Buy
10,436
+6
+0.1% +$1K 0.03% 169
2024
Q3
$1.97M Hold
10,430
0.03% 160
2024
Q2
$1.66M Buy
10,430
+20
+0.2% +$3.18K 0.03% 174
2024
Q1
$1.83M Sell
10,410
-333
-3% -$58.5K 0.03% 168
2023
Q4
$1.37M Sell
10,743
-434
-4% -$55.4K 0.02% 190
2023
Q3
$1.24M Sell
11,177
-1,635
-13% -$181K 0.02% 194
2023
Q2
$1.41M Sell
12,812
-677
-5% -$74.4K 0.03% 183
2023
Q1
$1.29M Sell
13,489
-1,263
-9% -$121K 0.03% 188
2022
Q4
$1.24M Sell
14,752
-76
-0.5% -$6.37K 0.03% 187
2022
Q3
$918K Sell
14,828
-576
-4% -$35.7K 0.02% 209
2022
Q2
$980K Hold
15,404
0.02% 209
2022
Q1
$1.41M Sell
15,404
-13
-0.1% -$1.19K 0.02% 187
2021
Q4
$1.46M Sell
15,417
-6,202
-29% -$586K 0.02% 189
2021
Q3
$2.23M Sell
21,619
-158,714
-88% -$16.4M 0.04% 160
2021
Q2
$2.43M Buy
180,333
+3,816
+2% +$51.4K 0.04% 157
2021
Q1
$2.32M Buy
176,517
+22,292
+14% +$293K 0.05% 155
2020
Q4
$1.67M Sell
154,225
-32,844
-18% -$355K 0.04% 171
2020
Q3
$1.17M Sell
187,069
-4,745
-2% -$29.6K 0.03% 183
2020
Q2
$1.31M Sell
191,814
-56
-0% -$382 0.04% 171
2020
Q1
$1.52M Sell
191,870
-2,046
-1% -$16.3K 0.05% 152
2019
Q4
$2.16M Sell
193,916
-13,464
-6% -$150K 0.06% 148
2019
Q3
$1.85M Sell
207,380
-922
-0.4% -$8.24K 0.05% 153
2019
Q2
$2.19M Buy
208,302
+8,736
+4% +$91.7K 0.07% 142
2019
Q1
$1.99M Sell
199,566
-10,528
-5% -$105K 0.06% 147
2018
Q4
$1.59M Sell
210,094
-76,088
-27% -$576K 0.06% 148
2018
Q3
$3.23M Sell
286,182
-95,763
-25% -$1.08M 0.1% 110
2018
Q2
$5.2M Buy
381,945
+61,411
+19% +$836K 0.18% 87
2018
Q1
$4.32M Sell
320,534
-34,333
-10% -$463K 0.17% 88
2017
Q4
$6.19M Sell
354,867
-26,985
-7% -$471K 0.23% 75
2017
Q3
$9.23M Sell
381,852
-5,819
-2% -$141K 0.36% 55
2017
Q2
$10.5M Sell
387,671
-16,292
-4% -$440K 0.4% 55
2017
Q1
$12M Buy
403,963
+26
+0% +$775 0.47% 52
2016
Q4
$12.8M Sell
403,937
-18,368
-4% -$580K 0.53% 49
2016
Q3
$12.5M Buy
422,305
+30,987
+8% +$918K 0.52% 52
2016
Q2
$12.3M Sell
391,318
-10,025
-2% -$316K 0.54% 52
2016
Q1
$12.8M Sell
401,343
-323
-0.1% -$10.3K 0.56% 50
2015
Q4
$12.5M Sell
401,666
-17,511
-4% -$545K 0.58% 51
2015
Q3
$10.6M Buy
419,177
+44,485
+12% +$1.12M 0.5% 56
2015
Q2
$9.96M Sell
374,692
-6,238
-2% -$166K 0.45% 62
2015
Q1
$9.45M Sell
380,930
-4,599
-1% -$114K 0.43% 60
2014
Q4
$9.74M Sell
385,529
-8,731
-2% -$221K 0.49% 57
2014
Q3
$10.1M Buy
394,260
+11,999
+3% +$308K 0.51% 59
2014
Q2
$10M Buy
382,261
+34,573
+10% +$909K 0.52% 59
2014
Q1
$9M Sell
347,688
-6,958
-2% -$180K 0.5% 63
2013
Q4
$9.94M Sell
354,646
-117,914
-25% -$3.3M 0.55% 60
2013
Q3
$11.3M Sell
472,560
-51,234
-10% -$1.22M 0.65% 49
2013
Q2
$12.2M Buy
+523,794
New +$12.2M 0.69% 46