Integrated Wealth Concepts’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 | $9.28M | Buy |
36,066
+4,129
| +13% | +$1.06M | 0.09% | 201 |
|
|
2025
Q1 | $6.39M | Buy |
31,937
+386
| +1% | +$77.3K | 0.07% | 262 |
|
|
2024
Q4 | $5.26M | Sell |
31,551
-325
| -1% | -$54.2K | 0.06% | 286 |
|
|
2024
Q3 | $6.01M | Sell |
31,876
-545
| -2% | -$103K | 0.07% | 247 |
|
|
2024
Q2 | $5.15M | Sell |
32,421
-7,330
| -18% | -$1.17M | 0.07% | 262 |
|
|
2024
Q1 | $5.57M | Buy |
39,751
+5,069
| +15% | +$710K | 0.08% | 247 |
|
|
2023
Q4 | $3.53M | Sell |
34,682
-163
| -0.5% | -$16.6K | 0.06% | 308 |
|
|
2023
Q3 | $3.07M | Buy |
34,845
+3,105
| +10% | +$274K | 0.05% | 320 |
|
|
2023
Q2 | $2.78M | Buy |
31,740
+34
| +0.1% | +$2.98K | 0.05% | 345 |
|
|
2023
Q1 | $2.42M | Buy |
31,706
+7,894
| +33% | +$602K | 0.05% | 342 |
|
|
2022
Q4 | $1.24M | Sell |
23,812
-2,789
| -10% | -$146K | 0.03% | 422 |
|
|
2022
Q3 | $1.03M | Sell |
26,601
-21
| -0.1% | -$810 | 0.03% | 419 |
|
|
2022
Q2 | $1.06M | Buy |
26,622
+15,947
| +149% | +$633K | 0.03% | 417 |
|
|
2022
Q1 | $609K | Sell |
10,675
-20,979
| -66% | -$1.2M | 0.02% | 528 |
|
|
2021
Q4 | $1.86M | Sell |
31,654
-132
| -0.4% | -$7.77K | 0.06% | 275 |
|
|
2021
Q3 | $2.04M | Buy |
31,786
+10,980
| +53% | +$705K | 0.07% | 243 |
|
|
2021
Q2 | $1.4M | Sell |
20,806
-5,398
| -21% | -$362K | 0.05% | 282 |
|
|
2021
Q1 | $1.72M | Buy |
26,204
+4,991
| +24% | +$327K | 0.07% | 209 |
|
|
2020
Q4 | $1.14M | Buy |
21,213
+3,137
| +17% | +$169K | 0.05% | 228 |
|
|
2020
Q3 | $561K | Buy |
18,076
+3,104
| +21% | +$96.3K | 0.03% | 320 |
|
|
2020
Q2 | $510K | Buy |
14,972
+2,989
| +25% | +$102K | 0.04% | 278 |
|
|
2020
Q1 | $474K | Sell |
11,983
-10,299
| -46% | -$407K | 0.04% | 229 |
|
|
2019
Q4 | $1.24M | Buy |
22,282
+14,054
| +171% | +$781K | 0.1% | 126 |
|
|
2019
Q3 | $367K | Buy |
8,228
+696
| +9% | +$31K | 0.04% | 264 |
|
|
2019
Q2 | $384K | Buy |
7,532
+149
| +2% | +$7.6K | 0.05% | 223 |
|
|
2019
Q1 | $368K | Buy |
7,383
+505
| +7% | +$25.2K | 0.06% | 208 |
|
|
2018
Q4 | $250K | Buy |
6,878
+1,486
| +28% | +$54K | 0.07% | 215 |
|
|
2018
Q3 | $312K | Sell |
5,392
-42
| -0.8% | -$2.43K | 0.09% | 167 |
|
|
2018
Q2 | $348K | Sell |
5,434
-712
| -12% | -$45.6K | 0.12% | 140 |
|
|
2018
Q1 | $386K | Buy |
6,146
+542
| +10% | +$34K | 0.15% | 121 |
|
|
2017
Q4 | $491K | Buy |
+5,604
| New | +$491K | 0.21% | 95 |
|