High Net Worth Advisory Group’s GE Aerospace GE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$218K Buy
+847
New +$218K 0.06% 215
2023
Q1
Sell
-1,860
Closed -$97.1K 343
2022
Q4
$97.1K Sell
1,860
-602
-24% -$31.4K 0.04% 244
2022
Q3
$95K Sell
2,462
-85
-3% -$3.28K 0.04% 246
2022
Q2
$101K Sell
2,547
-1,170
-31% -$46.4K 0.04% 237
2022
Q1
$212K Buy
3,717
+1,394
+60% +$79.5K 0.08% 179
2021
Q4
$137K Buy
+2,323
New +$137K 0.05% 218