Evermay Wealth Management’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 | $776K | Buy |
3,016
+1,075
| +55% | +$277K | 0.1% | 99 |
|
|
2025
Q1 | $389K | Buy |
1,941
+431
| +29% | +$86.4K | 0.05% | 138 |
|
|
2024
Q4 | $252K | Sell |
1,510
-223
| -13% | -$37.2K | 0.04% | 175 |
|
|
2024
Q3 | $327K | Sell |
1,733
-269
| -13% | -$50.8K | 0.05% | 150 |
|
|
2024
Q2 | $318K | Sell |
2,002
-507
| -20% | -$80.6K | 0.05% | 157 |
|
|
2024
Q1 | $351K | Buy |
2,509
+931
| +59% | +$130K | 0.05% | 158 |
|
|
2023
Q4 | $161K | Sell |
1,578
-339
| -18% | -$34.5K | 0.03% | 196 |
|
|
2023
Q3 | $169K | Hold |
1,917
| – | – | 0.03% | 181 |
|
|
2023
Q2 | $168K | Hold |
1,917
| – | – | 0.03% | 192 |
|
|
2023
Q1 | $146K | Sell |
1,917
-1,587
| -45% | -$121K | 0.03% | 205 |
|
|
2022
Q4 | $183K | Buy |
3,504
+506
| +17% | +$26.4K | 0.04% | 175 |
|
|
2022
Q3 | $116K | Hold |
2,998
| – | – | 0.02% | 202 |
|
|
2022
Q2 | $119K | Buy |
2,998
+35
| +1% | +$1.39K | 0.02% | 200 |
|
|
2022
Q1 | $169K | Sell |
2,963
-7,147
| -71% | -$408K | 0.03% | 205 |
|
|
2021
Q4 | $595K | Hold |
10,110
| – | – | 0.11% | 80 |
|
|
2021
Q3 | $649K | Sell |
10,110
-75
| -0.7% | -$4.82K | 0.13% | 64 |
|
|
2021
Q2 | $683K | Hold |
10,185
| – | – | 0.13% | 71 |
|
|
2021
Q1 | $667K | Buy |
10,185
+60
| +0.6% | +$3.93K | 0.13% | 70 |
|
|
2020
Q4 | $545K | Hold |
10,125
| – | – | 0.12% | 79 |
|
|
2020
Q3 | $314K | Sell |
10,125
-908
| -8% | -$28.2K | 0.08% | 115 |
|
|
2020
Q2 | $376K | Buy |
11,033
+1,003
| +10% | +$34.2K | 0.1% | 95 |
|
|
2020
Q1 | $397K | Hold |
10,030
| – | – | 0.12% | 84 |
|
|
2019
Q4 | $558K | Sell |
10,030
-14
| -0.1% | -$779 | 0.14% | 82 |
|
|
2019
Q3 | $448K | Hold |
10,044
| – | – | 0.12% | 86 |
|
|
2019
Q2 | $526K | Hold |
10,044
| – | – | 0.15% | 70 |
|
|
2019
Q1 | $500K | Sell |
10,044
-297
| -3% | -$14.8K | 0.14% | 72 |
|
|
2018
Q4 | $375K | Buy |
10,341
+906
| +10% | +$32.9K | 0.12% | 84 |
|
|
2018
Q3 | $511K | Sell |
9,435
-1,599
| -14% | -$86.6K | 0.16% | 68 |
|
|
2018
Q2 | $720K | Sell |
11,034
-1,995
| -15% | -$130K | 0.24% | 46 |
|
|
2018
Q1 | $842K | Sell |
13,029
-2,127
| -14% | -$137K | 0.29% | 43 |
|
|
2017
Q4 | $1.27M | Buy |
15,156
+261
| +2% | +$21.8K | 0.46% | 25 |
|
|
2017
Q3 | $1.73M | Buy |
14,895
+712
| +5% | +$82.5K | 0.75% | 14 |
|
|
2017
Q2 | $1.84M | Sell |
14,183
-581
| -4% | -$75.2K | 0.81% | 15 |
|
|
2017
Q1 | $2.11M | Buy |
14,764
+1,133
| +8% | +$162K | 0.94% | 15 |
|
|
2016
Q4 | $2.06M | Sell |
13,631
-108
| -0.8% | -$16.4K | 1.01% | 14 |
|
|
2016
Q3 | $1.95M | Sell |
13,739
-861
| -6% | -$122K | 0.98% | 16 |
|
|
2016
Q2 | $2.2M | Sell |
14,600
-685
| -4% | -$103K | 1.15% | 14 |
|
|
2016
Q1 | $2.33M | Buy |
15,285
+1,036
| +7% | +$158K | 1.31% | 12 |
|
|
2015
Q4 | $2.13M | Buy |
14,249
+1,377
| +11% | +$206K | 1.25% | 13 |
|
|
2015
Q3 | $1.56M | Sell |
12,872
-39
| -0.3% | -$4.71K | 0.93% | 16 |
|
|
2015
Q2 | $1.64M | Buy |
12,911
+39
| +0.3% | +$4.97K | 0.98% | 17 |
|
|
2015
Q1 | $1.53M | Buy |
12,872
+1,827
| +17% | +$217K | 0.91% | 17 |
|
|
2014
Q4 | $1.34M | Sell |
11,045
-483
| -4% | -$58.5K | 0.87% | 15 |
|
|
2014
Q3 | $1.42M | Sell |
11,528
-99
| -0.9% | -$12.2K | 1.22% | 12 |
|
|
2014
Q2 | $1.46M | Buy |
11,627
+8,305
| +250% | +$1.05M | 1.27% | 12 |
|
|
2014
Q1 | $412K | Buy |
3,322
+865
| +35% | +$107K | 0.44% | 32 |
|
|
2013
Q4 | $330K | Buy |
+2,457
| New | +$330K | 0.46% | 34 |
|