Klingman & Associates’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 | $2.35M | Buy |
9,139
+650
| +8% | +$167K | 0.13% | 69 |
|
|
2025
Q1 | $1.7M | Buy |
8,489
+171
| +2% | +$34.2K | 0.1% | 79 |
|
|
2024
Q4 | $1.39M | Sell |
8,318
-39
| -0.5% | -$6.51K | 0.09% | 85 |
|
|
2024
Q3 | $1.58M | Sell |
8,357
-175
| -2% | -$33K | 0.1% | 84 |
|
|
2024
Q2 | $1.36M | Sell |
8,532
-2,185
| -20% | -$347K | 0.09% | 80 |
|
|
2024
Q1 | $1.5M | Sell |
10,717
-175
| -2% | -$24.5K | 0.1% | 77 |
|
|
2023
Q4 | $1.11M | Buy |
10,892
+28
| +0.3% | +$2.85K | 0.08% | 86 |
|
|
2023
Q3 | $958K | Sell |
10,864
-1
| -0% | -$88 | 0.08% | 91 |
|
|
2023
Q2 | $953K | Buy |
10,865
+97
| +0.9% | +$8.5K | 0.08% | 92 |
|
|
2023
Q1 | $822K | Sell |
10,768
-3,366
| -24% | -$257K | 0.07% | 90 |
|
|
2022
Q4 | $738K | Buy |
14,134
+417
| +3% | +$21.8K | 0.06% | 94 |
|
|
2022
Q3 | $529K | Buy |
13,717
+268
| +2% | +$10.3K | 0.05% | 103 |
|
|
2022
Q2 | $533K | Sell |
13,449
-153
| -1% | -$6.06K | 0.05% | 101 |
|
|
2022
Q1 | $775K | Buy |
13,602
+135
| +1% | +$7.69K | 0.07% | 84 |
|
|
2021
Q4 | $793K | Buy |
13,467
+97
| +0.7% | +$5.71K | 0.07% | 84 |
|
|
2021
Q3 | $858K | Sell |
13,370
-144
| -1% | -$9.24K | 0.08% | 76 |
|
|
2021
Q2 | $907K | Buy |
13,514
+62
| +0.5% | +$4.16K | 0.09% | 70 |
|
|
2021
Q1 | $880K | Buy |
13,452
+32
| +0.2% | +$2.09K | 0.09% | 69 |
|
|
2020
Q4 | $722K | Buy |
13,420
+82
| +0.6% | +$4.41K | 0.08% | 75 |
|
|
2020
Q3 | $414K | Buy |
13,338
+731
| +6% | +$22.7K | 0.06% | 92 |
|
|
2020
Q2 | $429K | Sell |
12,607
-104
| -0.8% | -$3.54K | 0.07% | 82 |
|
|
2020
Q1 | $503K | Buy |
12,711
+236
| +2% | +$9.34K | 0.1% | 74 |
|
|
2019
Q4 | $694K | Buy |
12,475
+286
| +2% | +$15.9K | 0.11% | 65 |
|
|
2019
Q3 | $543K | Hold |
12,189
| – | – | 0.1% | 66 |
|
|
2019
Q2 | $638K | Hold |
12,189
| – | – | 0.12% | 63 |
|
|
2019
Q1 | $607K | Buy |
+12,189
| New | +$607K | 0.12% | 65 |
|
|
2017
Q4 | – | Sell |
-4,639
| Closed | -$538K | – | 115 |
|
|
2017
Q3 | $538K | Sell |
4,639
-1,214
| -21% | -$141K | 0.13% | 55 |
|
|
2017
Q2 | $758K | Sell |
5,853
-887
| -13% | -$115K | 0.2% | 42 |
|
|
2017
Q1 | $963K | Sell |
6,740
-231
| -3% | -$33K | 0.27% | 38 |
|
|
2016
Q4 | $1.06M | Sell |
6,971
-7
| -0.1% | -$1.06K | 0.32% | 35 |
|
|
2016
Q3 | $991K | Buy |
6,978
+247
| +4% | +$35.1K | 0.3% | 37 |
|
|
2016
Q2 | $1.02M | Hold |
6,731
| – | – | 0.33% | 36 |
|
|
2016
Q1 | $1.03M | Sell |
6,731
-1,552
| -19% | -$236K | 0.37% | 38 |
|
|
2015
Q4 | $1.24M | Buy |
8,283
+2,106
| +34% | +$315K | 0.46% | 33 |
|
|
2015
Q3 | $746K | Sell |
6,177
-103
| -2% | -$12.4K | 0.29% | 40 |
|
|
2015
Q2 | $800K | Buy |
6,280
+295
| +5% | +$37.6K | 0.31% | 37 |
|
|
2015
Q1 | $712K | Sell |
5,985
-1,087
| -15% | -$129K | 0.29% | 41 |
|
|
2014
Q4 | $856K | Buy |
+7,072
| New | +$856K | 0.36% | 36 |
|