J.W. Cole 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
$16.4M Buy
63,846
+18,032
+39% +$4.64M 0.35% 48
2025
Q1
$9.17M Buy
45,814
+31,603
+222% +$6.33M 0.28% 64
2024
Q4
$2.37M Buy
14,211
+3,320
+30% +$554K 0.1% 214
2024
Q3
$2.05M Buy
10,891
+176
+2% +$33.2K 0.09% 240
2024
Q2
$1.7M Sell
10,715
-5,118
-32% -$814K 0.08% 243
2024
Q1
$2.22M Buy
15,833
+1,615
+11% +$226K 0.11% 198
2023
Q4
$1.45M Buy
14,218
+316
+2% +$32.2K 0.08% 239
2023
Q3
$1.23M Buy
13,902
+1,666
+14% +$147K 0.09% 225
2023
Q2
$1.07M Buy
12,236
+682
+6% +$59.8K 0.08% 257
2023
Q1
$881K Sell
11,554
-2,510
-18% -$191K 0.06% 313
2022
Q4
$734K Sell
14,064
-764
-5% -$39.9K 0.06% 325
2022
Q3
$572K Sell
14,828
-915
-6% -$35.3K 0.05% 360
2022
Q2
$624K Buy
15,743
+89
+0.6% +$3.53K 0.05% 350
2022
Q1
$892K Buy
15,654
+616
+4% +$35.1K 0.06% 303
2021
Q4
$885K Buy
15,038
+122
+0.8% +$7.18K 0.06% 321
2021
Q3
$957K Buy
14,916
+279
+2% +$17.9K 0.07% 171
2021
Q2
$982K Buy
14,637
+2,130
+17% +$143K 0.08% 271
2021
Q1
$819K Buy
12,507
+127
+1% +$8.32K 0.08% 277
2020
Q4
$666K Sell
12,380
-49,289
-80% -$2.65M 0.07% 288
2020
Q3
$1.92M Buy
61,669
+51,146
+486% +$1.59M 0.15% 160
2020
Q2
$358K Buy
+10,523
New +$358K 0.05% 246
2020
Q1
Sell
-10,187
Closed -$567K 250
2019
Q4
$567K Buy
+10,187
New +$567K 0.07% 279