HWA
Heritage Wealth Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $936K | Hold |
3,636
| – | – | 0.04% | 87 |
|
|
2025
Q1 | $728K | Sell |
3,636
-3
| -0.1% | -$600 | 0.04% | 98 |
|
|
2024
Q4 | $607K | Sell |
3,639
-124
| -3% | -$20.7K | 0.03% | 121 |
|
|
2024
Q3 | $710K | Buy |
3,763
+127
| +3% | +$24K | 0.03% | 113 |
|
|
2024
Q2 | $578K | Sell |
3,636
-52
| -1% | -$8.27K | 0.03% | 128 |
|
|
2024
Q1 | $647K | Sell |
3,688
-812
| -18% | -$143K | 0.03% | 125 |
|
|
2023
Q4 | $574K | Sell |
4,500
-2,059
| -31% | -$263K | 0.03% | 134 |
|
|
2023
Q3 | $725K | Sell |
6,559
-199
| -3% | -$22K | 0.04% | 100 |
|
|
2023
Q2 | $742K | Hold |
6,758
| – | – | 0.04% | 102 |
|
|
2023
Q1 | $646K | Sell |
6,758
-390
| -5% | -$37.3K | 0.04% | 107 |
|
|
2022
Q4 | $599K | Sell |
7,148
-665
| -9% | -$55.7K | 0.03% | 116 |
|
|
2022
Q3 | $484K | Buy |
7,813
+115
| +1% | +$7.12K | 0.04% | 123 |
|
|
2022
Q2 | $490K | Buy |
7,698
+4,499
| +141% | +$286K | 0.03% | 128 |
|
|
2022
Q1 | $293K | Sell |
3,199
-165
| -5% | -$15.1K | 0.02% | 159 |
|
|
2021
Q4 | $318K | Sell |
3,364
-30
| -0.9% | -$2.84K | 0.02% | 160 |
|
|
2021
Q3 | $350K | Sell |
3,394
-29,622
| -90% | -$3.05M | 0.02% | 154 |
|
|
2021
Q2 | $444K | Hold |
33,016
| – | – | 0.03% | 145 |
|
|
2021
Q1 | $434K | Buy |
33,016
+5,325
| +19% | +$69.9K | 0.03% | 150 |
|
|
2020
Q4 | $299K | Buy |
27,691
+6,245
| +29% | +$67.4K | 0.02% | 166 |
|
|
2020
Q3 | $134K | Buy |
21,446
+3,079
| +17% | +$19.2K | 0.02% | 182 |
|
|
2020
Q2 | $125K | Buy |
18,367
+2,700
| +17% | +$18.4K | 0.02% | 177 |
|
|
2020
Q1 | $124K | Sell |
15,667
-3,000
| -16% | -$23.8K | 0.02% | 165 |
|
|
2019
Q4 | $208K | Sell |
18,667
-1,907
| -9% | -$21.3K | 0.03% | 164 |
|
|
2019
Q3 | $183K | Sell |
20,574
-1,034
| -5% | -$9.2K | 0.03% | 163 |
|
|
2019
Q2 | $227K | Hold |
21,608
| – | – | 0.03% | 134 |
|
|
2019
Q1 | $216K | Sell |
21,608
-3,181
| -13% | -$31.8K | 0.04% | 126 |
|
|
2018
Q4 | $187K | Buy |
24,789
+3,000
| +14% | +$22.6K | 0.04% | 123 |
|
|
2018
Q3 | $245K | Sell |
21,789
-800
| -4% | -$9K | 0.05% | 111 |
|
|
2018
Q2 | $307K | Sell |
22,589
-386
| -2% | -$5.25K | 0.11% | 95 |
|
|
2018
Q1 | $309K | Sell |
22,975
-3,575
| -13% | -$48.1K | 0.13% | 89 |
|
|
2017
Q4 | $465K | Sell |
26,550
-245
| -0.9% | -$4.29K | 0.2% | 72 |
|
|
2017
Q3 | $647K | Sell |
26,795
-1,826
| -6% | -$44.1K | 0.33% | 54 |
|
|
2017
Q2 | $774K | Buy |
28,621
+3
| +0% | +$81 | 0.4% | 51 |
|
|
2017
Q1 | $853K | Buy |
28,618
+5
| +0% | +$149 | 0.46% | 43 |
|
|
2016
Q4 | $904K | Sell |
28,613
-5,052
| -15% | -$160K | 0.59% | 30 |
|
|
2016
Q3 | $1M | Sell |
33,665
-6,001
| -15% | -$178K | 0.69% | 24 |
|
|
2016
Q2 | $1.25M | Buy |
39,666
+3,076
| +8% | +$96.9K | 0.84% | 19 |
|
|
2016
Q1 | $1.16M | Buy |
36,590
+558
| +2% | +$17.8K | 0.91% | 17 |
|
|
2015
Q4 | $1.12M | Buy |
36,032
+8
| +0% | +$249 | 0.95% | 16 |
|
|
2015
Q3 | $909K | Sell |
36,024
-796
| -2% | -$20.1K | 0.78% | 16 |
|
|
2015
Q2 | $980K | Sell |
36,820
-75
| -0.2% | -$2K | 0.81% | 23 |
|
|
2015
Q1 | $915K | Sell |
36,895
-115
| -0.3% | -$2.85K | 0.75% | 22 |
|
|
2014
Q4 | $935K | Buy |
37,010
+10,574
| +40% | +$267K | 0.84% | 23 |
|
|
2014
Q3 | $678K | Sell |
26,436
-563
| -2% | -$14.4K | 0.7% | 27 |
|
|
2014
Q2 | $710K | Sell |
26,999
-15
| -0.1% | -$394 | 0.76% | 27 |
|
|
2014
Q1 | $698K | Sell |
27,014
-580
| -2% | -$15K | 0.81% | 25 |
|
|
2013
Q4 | $773K | Buy |
+27,594
| New | +$773K | 0.97% | 20 |
|