IFWM
Institute for Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Sell |
10,793
-261
| -2% | -$67.2K | 0.31% | 66 |
|
|
2025
Q1 | $2.21M | Sell |
11,054
-57
| -0.5% | -$11.4K | 0.28% | 81 |
|
|
2024
Q4 | $1.85M | Sell |
11,111
-8
| -0.1% | -$1.33K | 0.23% | 93 |
|
|
2024
Q3 | $2.1M | Sell |
11,119
-102
| -0.9% | -$19.2K | 0.26% | 82 |
|
|
2024
Q2 | $1.78M | Sell |
11,221
-110
| -1% | -$17.5K | 0.24% | 92 |
|
|
2024
Q1 | $1.99M | Sell |
11,331
-1
| -0% | -$176 | 0.26% | 80 |
|
|
2023
Q4 | $1.45M | Buy |
11,332
+182
| +2% | +$23.2K | 0.23% | 104 |
|
|
2023
Q3 | $1.23M | Hold |
11,150
| – | – | 0.22% | 107 |
|
|
2023
Q2 | $1.22M | Sell |
11,150
-528
| -5% | -$58K | 0.21% | 113 |
|
|
2023
Q1 | $1.12M | Sell |
11,678
-101
| -0.9% | -$9.66K | 0.21% | 118 |
|
|
2022
Q4 | $987K | Buy |
11,779
+1,208
| +11% | +$101K | 0.21% | 133 |
|
|
2022
Q3 | $654K | Sell |
10,571
-25
| -0.2% | -$1.55K | 0.15% | 187 |
|
|
2022
Q2 | $675K | Buy |
10,596
+365
| +4% | +$23.3K | 0.13% | 191 |
|
|
2022
Q1 | $936K | Buy |
10,231
+28
| +0.3% | +$2.56K | 0.15% | 168 |
|
|
2021
Q4 | $964K | Hold |
10,203
| – | – | 0.16% | 165 |
|
|
2021
Q3 | $1.05M | Sell |
10,203
-80,410
| -89% | -$8.28M | 0.18% | 135 |
|
|
2021
Q2 | $1.22M | Sell |
90,613
-806
| -0.9% | -$10.9K | 0.21% | 115 |
|
|
2021
Q1 | $1.2M | Sell |
91,419
-5,193
| -5% | -$68.2K | 0.23% | 116 |
|
|
2020
Q4 | $1.04M | Sell |
96,612
-8,077
| -8% | -$87.2K | 0.21% | 118 |
|
|
2020
Q3 | $652K | Buy |
104,689
+645
| +0.6% | +$4.02K | 0.15% | 174 |
|
|
2020
Q2 | $711K | Buy |
104,044
+6,311
| +6% | +$43.1K | 0.17% | 156 |
|
|
2020
Q1 | $776K | Buy |
97,733
+14,747
| +18% | +$117K | 0.24% | 112 |
|
|
2019
Q4 | $926K | Buy |
82,986
+15,980
| +24% | +$178K | 0.21% | 133 |
|
|
2019
Q3 | $599K | Sell |
67,006
-4,315
| -6% | -$38.6K | 0.15% | 205 |
|
|
2019
Q2 | $749K | Buy |
71,321
+343
| +0.5% | +$3.6K | 0.17% | 186 |
|
|
2019
Q1 | $709K | Buy |
+70,978
| New | +$709K | 0.15% | 183 |
|
|
2018
Q4 | – | Sell |
-106,491
| Closed | -$1.21M | – | 290 |
|
|
2018
Q3 | $1.21M | Buy |
106,491
+1,161
| +1% | +$13.2K | 0.41% | 87 |
|
|
2018
Q2 | $1.42M | Sell |
105,330
-1,047
| -1% | -$14.1K | 0.45% | 72 |
|
|
2018
Q1 | $1.49M | Buy |
106,377
+2,046
| +2% | +$28.6K | 0.44% | 73 |
|
|
2017
Q4 | $1.82M | Sell |
104,331
-13,975
| -12% | -$244K | 0.42% | 62 |
|
|
2017
Q3 | $2.85M | Buy |
118,306
+3,795
| +3% | +$91.6K | 0.93% | 19 |
|
|
2017
Q2 | $3.1M | Buy |
+114,511
| New | +$3.1M | 0.85% | 15 |
|
|
2014
Q1 | – | Sell |
-236
| Closed | -$7K | – | 73 |
|
|
2013
Q4 | $7K | Hold |
236
| – | – | 0.01% | 62 |
|
|
2013
Q3 | $6K | Sell |
236
-463
| -66% | -$11.8K | ﹤0.01% | 55 |
|
|
2013
Q2 | $16K | Buy |
+699
| New | +$16K | 0.01% | 77 |
|