KMG Fiduciary Partners’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 | $297K | Sell |
1,153
-571
| -33% | -$147K | 0.02% | 259 |
|
|
2025
Q1 | $230K | Buy |
+1,724
| New | +$230K | 0.02% | 271 |
|
|
2024
Q4 | – | Sell |
-1,111
| Closed | -$210K | – | 273 |
|
|
2024
Q3 | $210K | Buy |
+1,111
| New | +$210K | 0.02% | 263 |
|
|
2022
Q2 | – | Sell |
-3,923
| Closed | -$224K | – | 208 |
|
|
2022
Q1 | $224K | Sell |
3,923
-83
| -2% | -$4.74K | 0.04% | 192 |
|
|
2021
Q4 | $236K | Sell |
4,006
-1,578
| -28% | -$93K | 0.04% | 182 |
|
|
2021
Q3 | $358K | Buy |
5,584
+1,701
| +44% | +$109K | 0.06% | 155 |
|
|
2021
Q2 | $261K | Sell |
3,883
-190
| -5% | -$12.8K | 0.05% | 178 |
|
|
2021
Q1 | $267K | Buy |
+4,073
| New | +$267K | 0.05% | 151 |
|
|
2020
Q2 | – | Sell |
-3,473
| Closed | -$137K | – | 135 |
|
|
2020
Q1 | $137K | Buy |
3,473
+521
| +18% | +$20.6K | 0.04% | 126 |
|
|
2019
Q4 | $164K | Sell |
2,952
-379
| -11% | -$21.1K | 0.05% | 126 |
|
|
2019
Q3 | $148K | Buy |
3,331
+454
| +16% | +$20.2K | 0.05% | 112 |
|
|
2019
Q2 | $151K | Sell |
2,877
-430
| -13% | -$22.6K | 0.05% | 110 |
|
|
2019
Q1 | $165K | Buy |
3,307
+416
| +14% | +$20.8K | 0.06% | 115 |
|
|
2018
Q4 | $105K | Buy |
+2,891
| New | +$105K | 0.05% | 100 |
|