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 |
|