HHM Wealth 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 | $977K | Buy |
3,794
+300
| +9% | +$77.2K | 0.12% | 70 |
|
|
2025
Q1 | $699K | Sell |
3,494
-16
| -0.5% | -$3.2K | 0.09% | 82 |
|
|
2024
Q4 | $585K | Sell |
3,510
-41
| -1% | -$6.84K | 0.08% | 94 |
|
|
2024
Q3 | $670K | Sell |
3,551
-343
| -9% | -$64.7K | 0.1% | 76 |
|
|
2024
Q2 | $619K | Sell |
3,894
-985
| -20% | -$157K | 0.09% | 83 |
|
|
2024
Q1 | $684K | Buy |
4,879
+74
| +2% | +$10.4K | 0.11% | 64 |
|
|
2023
Q4 | $489K | Sell |
4,805
-19
| -0.4% | -$1.94K | 0.09% | 76 |
|
|
2023
Q3 | $426K | Sell |
4,824
-153
| -3% | -$13.5K | 0.08% | 77 |
|
|
2023
Q2 | $436K | Hold |
4,977
| – | – | 0.08% | 81 |
|
|
2023
Q1 | $380K | Sell |
4,977
-1,217
| -20% | -$92.9K | 0.08% | 78 |
|
|
2022
Q4 | $323K | Sell |
6,194
-597
| -9% | -$31.2K | 0.07% | 90 |
|
|
2022
Q3 | $262K | Sell |
6,791
-1,905
| -22% | -$73.5K | 0.07% | 91 |
|
|
2022
Q2 | $345K | Buy |
8,696
+173
| +2% | +$6.86K | 0.09% | 81 |
|
|
2022
Q1 | $486K | Buy |
8,523
+50
| +0.6% | +$2.85K | 0.11% | 72 |
|
|
2021
Q4 | $499K | Sell |
8,473
-103
| -1% | -$6.07K | 0.12% | 68 |
|
|
2021
Q3 | $550K | Sell |
8,576
-655
| -7% | -$42K | 0.15% | 62 |
|
|
2021
Q2 | $619K | Hold |
9,231
| – | – | 0.17% | 61 |
|
|
2021
Q1 | $604K | Buy |
9,231
+838
| +10% | +$54.8K | 0.19% | 53 |
|
|
2020
Q4 | $452K | Sell |
8,393
-489
| -6% | -$26.3K | 0.16% | 55 |
|
|
2020
Q3 | $276K | Hold |
8,882
| – | – | 0.11% | 68 |
|
|
2020
Q2 | $302K | Buy |
8,882
+80
| +0.9% | +$2.72K | 0.13% | 62 |
|
|
2020
Q1 | $348K | Sell |
8,802
-44
| -0.5% | -$1.74K | 0.17% | 49 |
|
|
2019
Q4 | $492K | Sell |
8,846
-144
| -2% | -$8.01K | 0.24% | 43 |
|
|
2019
Q3 | $401K | Buy |
8,990
+241
| +3% | +$10.8K | 0.23% | 48 |
|
|
2019
Q2 | $458K | Buy |
8,749
+63
| +0.7% | +$3.3K | 0.27% | 37 |
|
|
2019
Q1 | $433K | Sell |
8,686
-174
| -2% | -$8.67K | 0.28% | 33 |
|
|
2018
Q4 | $321K | Buy |
+8,860
| New | +$321K | 0.24% | 38 |
|