Herold Advisors’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 | $842K | Buy |
3,270
+475
| +17% | +$122K | 0.18% | 127 |
|
|
2025
Q1 | $559K | Buy |
2,795
+109
| +4% | +$21.8K | 0.12% | 173 |
|
|
2024
Q4 | $448K | Sell |
2,686
-186
| -6% | -$31K | 0.1% | 193 |
|
|
2024
Q3 | $542K | Sell |
2,872
-431
| -13% | -$81.3K | 0.12% | 183 |
|
|
2024
Q2 | $525K | Sell |
3,303
-456
| -12% | -$72.5K | 0.12% | 174 |
|
|
2024
Q1 | $527K | Buy |
3,759
+152
| +4% | +$21.3K | 0.13% | 171 |
|
|
2023
Q4 | $367K | Buy |
3,607
+171
| +5% | +$17.4K | 0.1% | 188 |
|
|
2023
Q3 | $303K | Sell |
3,436
-440
| -11% | -$38.8K | 0.09% | 198 |
|
|
2023
Q2 | $340K | Sell |
3,876
-315
| -8% | -$27.6K | 0.1% | 188 |
|
|
2023
Q1 | $320K | Sell |
4,191
-1,738
| -29% | -$133K | 0.11% | 178 |
|
|
2022
Q4 | $310K | Buy |
5,929
+380
| +7% | +$19.8K | 0.13% | 153 |
|
|
2022
Q3 | $214K | Buy |
+5,549
| New | +$214K | 0.1% | 173 |
|
|
2022
Q2 | – | Sell |
-4,807
| Closed | -$274K | – | 362 |
|
|
2022
Q1 | $274K | Sell |
4,807
-2,288
| -32% | -$130K | 0.1% | 173 |
|
|
2021
Q4 | $417K | Sell |
7,095
-1,221
| -15% | -$71.8K | 0.16% | 140 |
|
|
2021
Q3 | $533K | Buy |
+8,316
| New | +$533K | 0.21% | 120 |
|