Forvis Mazars Wealth Advisors’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 | $3.23M | Buy |
12,544
+465
| +4% | +$120K | 0.07% | 117 |
|
|
2025
Q1 | $2.42M | Buy |
12,079
+2,087
| +21% | +$418K | 0.06% | 136 |
|
|
2024
Q4 | $1.67M | Buy |
9,992
+6
| +0.1% | +$1K | 0.04% | 172 |
|
|
2024
Q3 | $1.88M | Sell |
9,986
-1,762
| -15% | -$332K | 0.04% | 171 |
|
|
2024
Q2 | $1.87M | Buy |
11,748
+109
| +0.9% | +$17.3K | 0.05% | 168 |
|
|
2024
Q1 | $1.63M | Buy |
11,639
+441
| +4% | +$61.8K | 0.04% | 177 |
|
|
2023
Q4 | $1.14M | Buy |
11,198
+83
| +0.7% | +$8.45K | 0.03% | 195 |
|
|
2023
Q3 | $981K | Buy |
11,115
+714
| +7% | +$63K | 0.03% | 208 |
|
|
2023
Q2 | $912K | Sell |
10,401
-901
| -8% | -$79K | 0.03% | 227 |
|
|
2023
Q1 | $862K | Sell |
11,302
-3,531
| -24% | -$269K | 0.03% | 215 |
|
|
2022
Q4 | $774K | Sell |
14,833
-4,446
| -23% | -$232K | 0.03% | 220 |
|
|
2022
Q3 | $744K | Sell |
19,279
-656
| -3% | -$25.3K | 0.03% | 220 |
|
|
2022
Q2 | $790K | Buy |
19,935
+7,391
| +59% | +$293K | 0.03% | 213 |
|
|
2022
Q1 | $715K | Buy |
12,544
+467
| +4% | +$26.6K | 0.03% | 164 |
|
|
2021
Q4 | $711K | Buy |
12,077
+15
| +0.1% | +$883 | 0.03% | 158 |
|
|
2021
Q3 | $774K | Buy |
12,062
+656
| +6% | +$42.1K | 0.04% | 146 |
|
|
2021
Q2 | $765K | Sell |
11,406
-863
| -7% | -$57.9K | 0.04% | 143 |
|
|
2021
Q1 | $803K | Sell |
12,269
-12,632
| -51% | -$827K | 0.04% | 145 |
|
|
2020
Q4 | $1.34M | Buy |
24,901
+768
| +3% | +$41.3K | 0.07% | 132 |
|
|
2020
Q3 | $749K | Buy |
24,133
+707
| +3% | +$21.9K | 0.04% | 159 |
|
|
2020
Q2 | $797K | Sell |
23,426
-264
| -1% | -$8.98K | 0.05% | 146 |
|
|
2020
Q1 | $938K | Buy |
23,690
+1,364
| +6% | +$54K | 0.08% | 112 |
|
|
2019
Q4 | $1.24M | Buy |
22,326
+15,077
| +208% | +$839K | 0.09% | 113 |
|
|
2019
Q3 | $323K | Sell |
7,249
-381
| -5% | -$17K | 0.03% | 214 |
|
|
2019
Q2 | $399K | Sell |
7,630
-3,086
| -29% | -$161K | 0.03% | 189 |
|
|
2019
Q1 | $533K | Buy |
10,716
+7,684
| +253% | +$382K | 0.04% | 156 |
|
|
2018
Q4 | $110K | Sell |
3,032
-667
| -18% | -$24.2K | 0.01% | 220 |
|
|
2018
Q3 | $200K | Sell |
3,699
-2,249
| -38% | -$122K | 0.02% | 225 |
|
|
2018
Q2 | $388K | Sell |
5,948
-12,331
| -67% | -$804K | 0.04% | 173 |
|
|
2018
Q1 | $1.18M | Sell |
18,279
-4,916
| -21% | -$318K | 0.12% | 93 |
|
|
2017
Q4 | $1.94M | Sell |
23,195
-2,793
| -11% | -$234K | 0.19% | 70 |
|
|
2017
Q3 | $3.01M | Sell |
25,988
-82
| -0.3% | -$9.5K | 0.33% | 38 |
|
|
2017
Q2 | $3.38M | Buy |
26,070
+744
| +3% | +$96.3K | 0.38% | 35 |
|
|
2017
Q1 | $3.62M | Buy |
25,326
+805
| +3% | +$115K | 0.44% | 29 |
|
|
2016
Q4 | $3.71M | Buy |
24,521
+1,679
| +7% | +$254K | 0.49% | 28 |
|
|
2016
Q3 | $3.24M | Sell |
22,842
-917
| -4% | -$130K | 0.45% | 29 |
|
|
2016
Q2 | $3.59M | Sell |
23,759
-1,249
| -5% | -$188K | 0.53% | 29 |
|
|
2016
Q1 | $3.81M | Buy |
25,008
+248
| +1% | +$37.8K | 0.61% | 24 |
|
|
2015
Q4 | $3.7M | Buy |
24,760
+1,278
| +5% | +$191K | 0.56% | 25 |
|
|
2015
Q3 | $2.84M | Sell |
23,482
-4,666
| -17% | -$564K | 0.5% | 25 |
|
|
2015
Q2 | $3.58M | Sell |
28,148
-2,321
| -8% | -$296K | 0.54% | 25 |
|
|
2015
Q1 | $3.62M | Buy |
30,469
+2,977
| +11% | +$354K | 0.52% | 26 |
|
|
2014
Q4 | $3.33M | Buy |
27,492
+2,150
| +8% | +$260K | 0.54% | 28 |
|
|
2014
Q3 | $3.11M | Sell |
25,342
-778
| -3% | -$95.5K | 0.54% | 26 |
|
|
2014
Q2 | $3.29M | Sell |
26,120
-2,472
| -9% | -$311K | 0.56% | 23 |
|
|
2014
Q1 | $3.55M | Buy |
28,592
+1,295
| +5% | +$161K | 0.63% | 22 |
|
|
2013
Q4 | $3.67M | Sell |
27,297
-941
| -3% | -$126K | 0.68% | 20 |
|
|
2013
Q3 | $3.23M | Buy |
28,238
+604
| +2% | +$69.2K | 0.66% | 19 |
|
|
2013
Q2 | $3.07M | Buy |
+27,634
| New | +$3.07M | 2.43% | 5 |
|