EverSource Wealth Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
8,765
-1,167
| -12% | -$300K | 0.1% | 148 |
|
|
2025
Q1 | $1.99M | Buy |
9,932
+2,024
| +26% | +$405K | 0.11% | 148 |
|
|
2024
Q4 | $1.32M | Buy |
7,908
+1,898
| +32% | +$317K | 0.07% | 204 |
|
|
2024
Q3 | $1.13M | Buy |
6,010
+651
| +12% | +$123K | 0.07% | 199 |
|
|
2024
Q2 | $912K | Sell |
5,359
-891
| -14% | -$152K | 0.06% | 226 |
|
|
2024
Q1 | $807K | Buy |
6,250
+3,442
| +123% | +$444K | 0.06% | 206 |
|
|
2023
Q4 | $286K | Sell |
2,808
-104
| -4% | -$10.6K | 0.03% | 351 |
|
|
2023
Q3 | $257K | Sell |
2,912
-130
| -4% | -$11.5K | 0.03% | 350 |
|
|
2023
Q2 | $267K | Buy |
3,042
+364
| +14% | +$31.9K | 0.03% | 340 |
|
|
2023
Q1 | $204K | Sell |
2,678
-177
| -6% | -$13.5K | 0.03% | 367 |
|
|
2022
Q4 | $149K | Buy |
2,855
+179
| +7% | +$9.35K | 0.02% | 408 |
|
|
2022
Q3 | $103K | Buy |
2,676
+1,297
| +94% | +$49.9K | 0.02% | 423 |
|
|
2022
Q2 | $55K | Buy |
1,379
+307
| +29% | +$12.2K | 0.01% | 597 |
|
|
2022
Q1 | $61K | Buy |
1,072
+67
| +7% | +$3.81K | 0.02% | 430 |
|
|
2021
Q4 | $59K | Buy |
+1,005
| New | +$59K | 0.02% | 394 |
|