HWA
HCR Wealth Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $826K | Buy |
3,208
+1
| +0% | +$257 | 0.1% | 112 |
|
|
2025
Q1 | $642K | Sell |
3,207
-15
| -0.5% | -$3K | 0.08% | 120 |
|
|
2024
Q4 | $538K | Buy |
3,222
+6
| +0.2% | +$1K | 0.07% | 133 |
|
|
2024
Q3 | $607K | Buy |
3,216
+16
| +0.5% | +$3.02K | 0.08% | 127 |
|
|
2024
Q2 | $509K | Sell |
3,200
-159
| -5% | -$25.3K | 0.07% | 126 |
|
|
2024
Q1 | $590K | Buy |
3,359
+100
| +3% | +$17.6K | 0.09% | 123 |
|
|
2023
Q4 | $416K | Buy |
3,259
+169
| +5% | +$21.6K | 0.07% | 131 |
|
|
2023
Q3 | $342K | Sell |
3,090
-27
| -0.9% | -$2.99K | 0.07% | 124 |
|
|
2023
Q2 | $342K | Hold |
3,117
| – | – | 0.06% | 131 |
|
|
2023
Q1 | $298K | Sell |
3,117
-7
| -0.2% | -$669 | 0.06% | 143 |
|
|
2022
Q4 | $262K | Buy |
+3,124
| New | +$262K | 0.06% | 144 |
|
|
2022
Q1 | – | Sell |
-3,084
| Closed | -$291K | – | 195 |
|
|
2021
Q4 | $291K | Hold |
3,084
| – | – | 0.05% | 165 |
|
|
2021
Q3 | $318K | Sell |
3,084
-21,691
| -88% | -$2.24M | 0.05% | 161 |
|
|
2021
Q2 | $333K | Buy |
24,775
+227
| +0.9% | +$3.05K | 0.06% | 151 |
|
|
2021
Q1 | $322K | Sell |
24,548
-4,068
| -14% | -$53.4K | 0.06% | 152 |
|
|
2020
Q4 | $309K | Buy |
+28,616
| New | +$309K | 0.06% | 143 |
|
|
2020
Q3 | – | Sell |
-28,616
| Closed | -$194K | – | 245 |
|
|
2020
Q2 | $194K | Buy |
28,616
+359
| +1% | +$2.43K | 0.05% | 149 |
|
|
2020
Q1 | $224K | Sell |
28,257
-137
| -0.5% | -$1.09K | 0.06% | 139 |
|
|
2019
Q4 | $317K | Buy |
28,394
+5,310
| +23% | +$59.3K | 0.08% | 125 |
|
|
2019
Q3 | $207K | Sell |
23,084
-5,920
| -20% | -$53.1K | 0.07% | 143 |
|
|
2019
Q2 | $304K | Buy |
29,004
+12,854
| +80% | +$135K | 0.09% | 126 |
|
|
2019
Q1 | $181K | Sell |
16,150
-11,496
| -42% | -$129K | 0.05% | 164 |
|
|
2018
Q4 | $209K | Sell |
27,646
-130
| -0.5% | -$983 | 0.07% | 145 |
|
|
2018
Q3 | $328K | Sell |
27,776
-1,692
| -6% | -$20K | 0.11% | 122 |
|
|
2018
Q2 | $389K | Buy |
29,468
+811
| +3% | +$10.7K | 0.13% | 124 |
|
|
2018
Q1 | $386K | Sell |
28,657
-3,730
| -12% | -$50.2K | 0.13% | 122 |
|
|
2017
Q4 | $565K | Buy |
32,387
+441
| +1% | +$7.69K | 0.2% | 101 |
|
|
2017
Q3 | $772K | Buy |
31,946
+3,264
| +11% | +$78.9K | 0.32% | 77 |
|
|
2017
Q2 | $775K | Sell |
28,682
-245
| -0.8% | -$6.62K | 0.38% | 62 |
|
|
2017
Q1 | $862K | Buy |
28,927
+150
| +0.5% | +$4.47K | 0.44% | 58 |
|
|
2016
Q4 | $909K | Buy |
+28,777
| New | +$909K | 0.48% | 46 |
|