Heritage Financial Services’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	$253K	Buy	+984	New	+$253K	0.02%	104
2024 Q2	–	Sell	-1,743	Closed	-$244K	–	106
2024 Q1	$244K	Buy	+1,743	New	+$244K	0.04%	88
2022 Q3	–	Sell	-2,196	Closed	-$87K	–	220
2022 Q2	$87K	Buy	+2,196	New	+$87K	0.05%	121