JPWM
Jamison Private Wealth Management’s GE Aerospace GE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.06M | Sell |
11,887
-358
| -3% | -$92.1K | 0.44% | 60 |
|
2025
Q1 | $2.45M | Buy |
12,245
+46
| +0.4% | +$9.21K | 0.37% | 67 |
|
2024
Q4 | $2.03M | Buy |
12,199
+140
| +1% | +$23.4K | 0.3% | 77 |
|
2024
Q3 | $2.27M | Buy |
12,059
+621
| +5% | +$117K | 0.35% | 69 |
|
2024
Q2 | $1.82M | Buy |
11,438
+38
| +0.3% | +$6.04K | 0.3% | 74 |
|
2024
Q1 | $2M | Buy |
11,400
+11
| +0.1% | +$1.93K | 0.34% | 68 |
|
2023
Q4 | $1.45M | Buy |
11,389
+50
| +0.4% | +$6.38K | 0.27% | 82 |
|
2023
Q3 | $1.25M | Buy |
+11,339
| New | +$1.25M | 0.26% | 81 |
|