Heritage Trust’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $467K | Buy |
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|
2025
Q2 | $378K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $76K | Buy |
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|
2020
Q1 | $89K | Sell |
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|
2019
Q4 | $157K | Buy |
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|
2019
Q3 | $99K | Sell |
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|
2019
Q2 | $159K | Sell |
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|
2019
Q1 | $162K | Buy |
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|
2018
Q4 | $55K | Sell |
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|
2018
Q3 | $1.12M | Buy |
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|
2018
Q2 | $1.34M | Buy |
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|
2018
Q1 | $1.26M | Sell |
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|
2017
Q4 | $1.65M | Sell |
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|
2017
Q3 | $2.37M | Buy |
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|
2017
Q2 | $2.6M | Buy |
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|
2017
Q1 | $2.84M | Buy |
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