JWM
Jackson Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Sell |
2,115
-247
| -10% | -$63.5K | 0.06% | 108 |
|
|
2025
Q1 | $473K | Sell |
2,362
-671
| -22% | -$134K | 0.06% | 115 |
|
|
2024
Q4 | $506K | Buy |
3,033
+1,453
| +92% | +$242K | 0.06% | 109 |
|
|
2024
Q3 | $298K | Buy |
+1,580
| New | +$298K | 0.04% | 123 |
|
|
2021
Q1 | – | Sell |
-335,036
| Closed | -$3.62M | – | 125 |
|
|
2020
Q4 | $3.62M | Buy |
335,036
+234,850
| +234% | +$2.54M | 0.49% | 51 |
|
|
2020
Q3 | $624K | Buy |
+100,186
| New | +$624K | 0.09% | 107 |
|
|
2017
Q4 | – | Sell |
-12,375
| Closed | -$289K | – | 93 |
|
|
2017
Q3 | $289K | Buy |
+12,375
| New | +$289K | 0.08% | 84 |
|
|
2015
Q3 | – | Sell |
-9,067
| Closed | -$242K | – | 126 |
|
|
2015
Q2 | $242K | Sell |
9,067
-150
| -2% | -$4K | 0.08% | 99 |
|
|
2015
Q1 | $229K | Buy |
+9,217
| New | +$229K | 0.07% | 105 |
|