Heritage Wealth Management (Ohio)’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	$1.01M	Sell	3,929 -95	-2%	-$24.5K	0.33%	80
2025 Q1	$805K	Sell	4,024 -198	-5%	-$39.6K	0.27%	95
2024 Q4	$704K	Sell	4,222 -200	-5%	-$33.4K	0.23%	109
2024 Q3	$834K	Sell	4,422 -95	-2%	-$17.9K	0.27%	96
2024 Q2	$725K	Buy	+4,517	New	+$725K	0.24%	102