HWA
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Hillcrest Wealth Advisors’s GE Aerospace GE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.82M Sell
7,071
-3,100
-30% -$798K 0.86% 21
2025
Q1
$2.04M Sell
10,171
-2,140
-17% -$428K 1.01% 21
2024
Q4
$2.05M Buy
+12,311
New +$2.05M 0.98% 21