KCPG
Kavar Capital Partners Group’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Buy |
1,540
+187
| +14% | +$48.1K | 0.06% | 137 |
|
|
2025
Q1 | $271K | Hold |
1,353
| – | – | 0.05% | 151 |
|
|
2024
Q4 | $226K | Hold |
1,353
| – | – | 0.04% | 159 |
|
|
2024
Q3 | $255K | Hold |
1,353
| – | – | 0.04% | 156 |
|
|
2024
Q2 | $215K | Hold |
1,353
| – | – | 0.04% | 155 |
|
|
2024
Q1 | $237K | Buy |
+1,353
| New | +$237K | 0.04% | 147 |
|
|
2020
Q2 | – | Sell |
-20,000
| Closed | -$159K | – | 123 |
|
|
2020
Q1 | $159K | Buy |
+20,000
| New | +$159K | 0.08% | 112 |
|
|
2019
Q3 | – | Sell |
-1,644
| Closed | -$17K | – | 259 |
|
|
2019
Q2 | $17K | Buy |
+1,644
| New | +$17K | 0.01% | 319 |
|
|
2018
Q3 | – | Sell |
-1,100
| Closed | -$15K | – | 225 |
|
|
2018
Q2 | $15K | Buy |
1,100
+500
| +83% | +$6.82K | 0.01% | 284 |
|
|
2018
Q1 | $8K | Buy |
+600
| New | +$8K | ﹤0.01% | 336 |
|
|
2017
Q4 | – | Sell |
-8,489
| Closed | -$205K | – | 111 |
|
|
2017
Q3 | $205K | Sell |
8,489
-68,839
| -89% | -$1.66M | 0.11% | 105 |
|
|
2017
Q2 | $2.09M | Sell |
77,328
-2,476
| -3% | -$66.9K | 1.14% | 35 |
|
|
2017
Q1 | $2.38M | Buy |
79,804
+7,996
| +11% | +$238K | 1.32% | 27 |
|
|
2016
Q4 | $2.27M | Sell |
71,808
-386
| -0.5% | -$12.2K | 1.44% | 29 |
|
|
2016
Q3 | $2.14M | Sell |
72,194
-2,246
| -3% | -$66.5K | 1.38% | 24 |
|
|
2016
Q2 | $2.34M | Sell |
74,440
-393
| -0.5% | -$12.4K | 1.51% | 20 |
|
|
2016
Q1 | $2.38M | Buy |
74,833
+1,146
| +2% | +$36.4K | 1.57% | 16 |
|
|
2015
Q4 | $2.3M | Sell |
73,687
-818
| -1% | -$25.5K | 1.48% | 16 |
|
|
2015
Q3 | $1.88M | Sell |
74,505
-2,444
| -3% | -$61.6K | 1.33% | 22 |
|
|
2015
Q2 | $2.04M | Buy |
76,949
+777
| +1% | +$20.6K | 1.39% | 16 |
|
|
2015
Q1 | $1.89M | Buy |
76,172
+180
| +0.2% | +$4.47K | 1.61% | 16 |
|
|
2014
Q4 | $1.92M | Buy |
75,992
+13,200
| +21% | +$334K | 1.51% | 11 |
|
|
2014
Q3 | $1.61M | Buy |
62,792
+3,832
| +6% | +$98.2K | 1.38% | 15 |
|
|
2014
Q2 | $1.55M | Buy |
58,960
+2,693
| +5% | +$70.8K | 1.31% | 13 |
|
|
2014
Q1 | $1.46M | Buy |
56,267
+7,153
| +15% | +$185K | 1.2% | 14 |
|
|
2013
Q4 | $1.38M | Buy |
+49,114
| New | +$1.38M | 1.23% | 14 |
|