GWM
Graybill Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.32M | Buy |
28,440
+218
| +0.8% | +$56.1K | 2.39% | 16 |
|
|
2025
Q1 | $5.65M | Buy |
+28,222
| New | +$5.65M | 1.94% | 22 |
|
|
2024
Q3 | $5.24M | Sell |
27,777
-281
| -1% | -$53K | 1.94% | 25 |
|
|
2024
Q2 | $4.46M | Buy |
28,058
+203
| +0.7% | +$32.3K | 1.81% | 29 |
|
|
2024
Q1 | $4.89M | Sell |
27,855
-5
| -0% | -$878 | 2.06% | 22 |
|
|
2023
Q4 | $3.56M | Buy |
27,860
+87
| +0.3% | +$11.1K | 1.57% | 32 |
|
|
2023
Q3 | $3.07M | Buy |
27,773
+1,176
| +4% | +$130K | 1.5% | 34 |
|
|
2023
Q2 | $2.92M | Sell |
26,597
-317
| -1% | -$34.8K | 1.39% | 37 |
|
|
2023
Q1 | $2.57M | Sell |
26,914
-463
| -2% | -$44.3K | 1.31% | 40 |
|
|
2022
Q4 | $2.29M | Buy |
27,377
+87
| +0.3% | +$7.29K | 1.24% | 42 |
|
|
2022
Q3 | $1.69M | Buy |
27,290
+406
| +2% | +$25.1K | 1% | 43 |
|
|
2022
Q2 | $1.71M | Sell |
26,884
-158
| -0.6% | -$10.1K | 0.95% | 44 |
|
|
2022
Q1 | $2.47M | Buy |
27,042
+725
| +3% | +$66.3K | 1.21% | 41 |
|
|
2021
Q4 | $2.49M | Sell |
26,317
-2,357
| -8% | -$223K | 1.13% | 43 |
|
|
2021
Q3 | $2.95M | Sell |
28,674
-175,552
| -86% | -$18.1M | 1.45% | 39 |
|
|
2021
Q2 | $2.75M | Buy |
204,226
+4,006
| +2% | +$53.9K | 1.36% | 41 |
|
|
2021
Q1 | $2.63M | Buy |
200,220
+5,960
| +3% | +$78.3K | 1.39% | 40 |
|
|
2020
Q4 | $2.1M | Sell |
194,260
-1,495
| -0.8% | -$16.1K | 1.18% | 41 |
|
|
2020
Q3 | $1.22M | Sell |
195,755
-2,770
| -1% | -$17.3K | 0.79% | 42 |
|
|
2020
Q2 | $1.36M | Sell |
198,525
-2,155
| -1% | -$14.7K | 1% | 41 |
|
|
2020
Q1 | $1.59M | Sell |
200,680
-2,305
| -1% | -$18.3K | 1.41% | 35 |
|
|
2019
Q4 | $2.27M | Buy |
202,985
+2,435
| +1% | +$27.2K | 1.41% | 37 |
|
|
2019
Q3 | $1.79M | Buy |
200,550
+9,210
| +5% | +$82.3K | 1.21% | 38 |
|
|
2019
Q2 | $2.01M | Buy |
191,340
+10,225
| +6% | +$107K | 1.38% | 36 |
|
|
2019
Q1 | $1.81M | Buy |
181,115
+4,715
| +3% | +$47.1K | 1.26% | 40 |
|
|
2018
Q4 | $1.34M | Sell |
176,400
-29,058
| -14% | -$220K | 1.11% | 40 |
|
|
2018
Q3 | $2.32M | Sell |
205,458
-650
| -0.3% | -$7.34K | 1.68% | 37 |
|
|
2018
Q2 | $2.81M | Buy |
206,108
+82,299
| +66% | +$1.12M | 2.15% | 25 |
|
|
2018
Q1 | $1.67M | Sell |
123,809
-2,175
| -2% | -$29.3K | 1.27% | 40 |
|
|
2017
Q4 | $2.2M | Buy |
125,984
+2,925
| +2% | +$51K | 1.58% | 39 |
|
|
2017
Q3 | $2.98M | Buy |
123,059
+1,540
| +1% | +$37.2K | 2.2% | 25 |
|
|
2017
Q2 | $3.28M | Buy |
121,519
+937
| +0.8% | +$25.3K | 2.59% | 14 |
|
|
2017
Q1 | $3.59M | Buy |
+120,582
| New | +$3.59M | 2.85% | 8 |
|
|
2016
Q1 | – | Sell |
-77,727
| Closed | -$2.42M | – | 45 |
|
|
2015
Q4 | $2.42M | Sell |
77,727
-1,700
| -2% | -$53K | 2.09% | 28 |
|
|
2015
Q3 | $2M | Buy |
79,427
+745
| +0.9% | +$18.8K | 1.64% | 36 |
|
|
2015
Q2 | $2.09M | Buy |
78,682
+70
| +0.1% | +$1.86K | 1.55% | 40 |
|
|
2015
Q1 | $1.95M | Sell |
78,612
-180
| -0.2% | -$4.47K | 1.46% | 40 |
|
|
2014
Q4 | $1.99M | Buy |
78,792
+415
| +0.5% | +$10.5K | 1.51% | 41 |
|
|
2014
Q3 | $2.01M | Buy |
78,377
+795
| +1% | +$20.4K | 1.54% | 42 |
|
|
2014
Q2 | $2.04M | Buy |
77,582
+250
| +0.3% | +$6.57K | 1.58% | 40 |
|
|
2014
Q1 | $2M | Buy |
77,332
+2,215
| +3% | +$57.3K | 1.65% | 39 |
|
|
2013
Q4 | $2.11M | Buy |
75,117
+1,350
| +2% | +$37.8K | 1.84% | 36 |
|
|
2013
Q3 | $1.76M | Sell |
73,767
-2,309
| -3% | -$55.2K | 1.5% | 41 |
|
|
2013
Q2 | $1.76M | Buy |
+76,076
| New | +$1.76M | 1.58% | 38 |
|