JFS Wealth 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 | $212K | Sell |
824
-824
| -50% | -$212K | 0.01% | 294 |
|
|
2025
Q1 | $330K | Buy |
1,648
+255
| +18% | +$51K | 0.02% | 246 |
|
|
2024
Q4 | $232K | Sell |
1,393
-84
| -6% | -$14K | 0.02% | 275 |
|
|
2024
Q3 | $279K | Hold |
1,477
| – | – | 0.02% | 255 |
|
|
2024
Q2 | $235K | Sell |
1,477
-1,362
| -48% | -$217K | 0.02% | 224 |
|
|
2024
Q1 | $398K | Buy |
2,839
+720
| +34% | +$101K | 0.03% | 169 |
|
|
2023
Q4 | $216K | Buy |
2,119
+1,045
| +97% | +$106K | 0.02% | 226 |
|
|
2023
Q3 | $94.7K | Buy |
1,074
+18
| +2% | +$1.59K | 0.01% | 285 |
|
|
2023
Q2 | $92.6K | Sell |
1,056
-43
| -4% | -$3.77K | 0.01% | 284 |
|
|
2023
Q1 | $83.8K | Sell |
1,099
-283
| -20% | -$21.6K | 0.01% | 299 |
|
|
2022
Q4 | $72.1K | Sell |
1,382
-130
| -9% | -$6.79K | 0.01% | 323 |
|
|
2022
Q3 | $58K | Buy |
1,512
+494
| +49% | +$19K | 0.01% | 357 |
|
|
2022
Q2 | $40K | Sell |
1,018
-35
| -3% | -$1.38K | ﹤0.01% | 434 |
|
|
2022
Q1 | $60K | Buy |
1,053
+210
| +25% | +$12K | 0.01% | 388 |
|
|
2021
Q4 | $50K | Buy |
843
+61
| +8% | +$3.62K | ﹤0.01% | 422 |
|
|
2021
Q3 | $50K | Buy |
782
+299
| +62% | +$19.1K | 0.01% | 412 |
|
|
2021
Q2 | $32K | Sell |
483
-35
| -7% | -$2.32K | ﹤0.01% | 318 |
|
|
2021
Q1 | $34K | Buy |
518
+35
| +7% | +$2.3K | 0.01% | 288 |
|
|
2020
Q4 | $26K | Hold |
483
| – | – | 0.01% | 301 |
|
|
2020
Q3 | $15K | Sell |
483
-90
| -16% | -$2.8K | ﹤0.01% | 350 |
|
|
2020
Q2 | $19K | Hold |
573
| – | – | ﹤0.01% | 305 |
|
|
2020
Q1 | $23K | Hold |
573
| – | – | 0.01% | 264 |
|
|
2019
Q4 | $32K | Hold |
573
| – | – | 0.01% | 268 |
|
|
2019
Q3 | $26K | Hold |
573
| – | – | 0.01% | 279 |
|
|
2019
Q2 | $30K | Sell |
573
-141
| -20% | -$7.38K | 0.01% | 273 |
|
|
2019
Q1 | $36K | Sell |
714
-1,130
| -61% | -$57K | 0.01% | 248 |
|
|
2018
Q4 | $67K | Sell |
1,844
-537
| -23% | -$19.5K | 0.02% | 202 |
|
|
2018
Q3 | $129K | Sell |
2,381
-84
| -3% | -$4.55K | 0.03% | 174 |
|
|
2018
Q2 | $161K | Sell |
2,465
-68
| -3% | -$4.44K | 0.04% | 152 |
|
|
2018
Q1 | $164K | Buy |
2,533
+154
| +6% | +$9.97K | 0.04% | 153 |
|
|
2017
Q4 | $199K | Sell |
2,379
-427
| -15% | -$35.7K | 0.05% | 139 |
|
|
2017
Q3 | $325K | Sell |
2,806
-309
| -10% | -$35.8K | 0.08% | 104 |
|
|
2017
Q2 | $403K | Sell |
3,115
-7,490
| -71% | -$969K | 0.11% | 88 |
|
|
2017
Q1 | $1.61M | Hold |
10,605
| – | – | 0.43% | 56 |
|
|
2016
Q4 | $1.61M | Sell |
10,605
-1,807
| -15% | -$274K | 0.43% | 56 |
|
|
2016
Q3 | $1.76M | Sell |
12,412
-2,377
| -16% | -$337K | 0.5% | 53 |
|
|
2016
Q2 | $2.23M | Buy |
14,789
+3,755
| +34% | +$566K | 0.62% | 35 |
|
|
2016
Q1 | $1.68M | Sell |
11,034
-233
| -2% | -$35.5K | 0.5% | 50 |
|
|
2015
Q4 | $1.68M | Sell |
11,267
-196
| -2% | -$29.3K | 0.48% | 51 |
|
|
2015
Q3 | $1.39M | Buy |
+11,463
| New | +$1.39M | 0.61% | 47 |
|
|
2014
Q2 | – | Sell |
-6,072
| Closed | -$753K | – | 479 |
|
|
2014
Q1 | $753K | Buy |
6,072
+34
| +0.6% | +$4.22K | 0.42% | 44 |
|
|
2013
Q4 | $811K | Sell |
6,038
-1,889
| -24% | -$254K | 0.35% | 44 |
|
|
2013
Q3 | $908K | Buy |
7,927
+552
| +7% | +$63.2K | 0.42% | 43 |
|
|
2013
Q2 | $820K | Buy |
+7,375
| New | +$820K | 0.41% | 46 |
|