Everhart Financial Group’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Buy |
11,981
+1,937
| +19% | +$499K | 0.36% | 42 |
|
|
2025
Q1 | $2.01M | Buy |
10,044
+667
| +7% | +$133K | 0.27% | 47 |
|
|
2024
Q4 | $1.56M | Buy |
9,377
+738
| +9% | +$123K | 0.32% | 56 |
|
|
2024
Q3 | $1.61M | Buy |
8,639
+1,195
| +16% | +$223K | 0.36% | 47 |
|
|
2024
Q2 | $1.17M | Sell |
7,444
-684
| -8% | -$107K | 0.3% | 59 |
|
|
2024
Q1 | $1.14M | Buy |
8,128
+2,474
| +44% | +$347K | 0.33% | 56 |
|
|
2023
Q4 | $576K | Buy |
5,654
+245
| +5% | +$25K | 0.2% | 100 |
|
|
2023
Q3 | $477K | Buy |
5,409
+329
| +6% | +$29K | 0.2% | 98 |
|
|
2023
Q2 | $445K | Buy |
5,080
+143
| +3% | +$12.5K | 0.18% | 108 |
|
|
2023
Q1 | $377K | Buy |
4,937
+640
| +15% | +$48.8K | 0.17% | 112 |
|
|
2022
Q4 | $224K | Sell |
4,297
-1,740
| -29% | -$90.8K | 0.11% | 159 |
|
|
2022
Q3 | $232K | Buy |
+6,037
| New | +$232K | 0.13% | 161 |
|
|
2022
Q2 | – | Sell |
-3,510
| Closed | -$200K | – | 190 |
|
|
2022
Q1 | $200K | Buy |
+3,510
| New | +$200K | 0.12% | 129 |
|
|
2021
Q1 | – | Sell |
-3,230
| Closed | -$174K | – | 86 |
|
|
2020
Q4 | $174K | Buy |
+3,230
| New | +$174K | 0.16% | 77 |
|