LA
Legacy Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,334
| Closed | -$2.27M | – | 163 |
|
|
2025
Q1 | $2.27M | Buy |
11,334
+4,694
| +71% | +$940K | 0.23% | 82 |
|
|
2024
Q4 | $1.11M | Buy |
6,640
+647
| +11% | +$108K | 0.11% | 146 |
|
|
2024
Q3 | $1.13M | Buy |
5,993
+393
| +7% | +$74.1K | 0.12% | 137 |
|
|
2024
Q2 | $890K | Buy |
+5,600
| New | +$890K | 0.11% | 143 |
|
|
2024
Q1 | – | Sell |
-4,987
| Closed | -$636K | – | 321 |
|
|
2023
Q4 | $636K | Buy |
4,987
+1,049
| +27% | +$134K | 0.08% | 175 |
|
|
2023
Q3 | $435K | Buy |
3,938
+764
| +24% | +$84.5K | 0.07% | 196 |
|
|
2023
Q2 | $349K | Buy |
3,174
+11
| +0.3% | +$1.21K | 0.05% | 206 |
|
|
2023
Q1 | $303K | Sell |
3,163
-1,282
| -29% | -$123K | 0.06% | 201 |
|
|
2022
Q4 | $373K | Buy |
4,445
+132
| +3% | +$11.1K | 0.07% | 171 |
|
|
2022
Q3 | $267K | Sell |
4,313
-1,234
| -22% | -$76.4K | 0.06% | 180 |
|
|
2022
Q2 | $353K | Sell |
5,547
-88
| -2% | -$5.6K | 0.07% | 153 |
|
|
2022
Q1 | $516K | Buy |
5,635
+798
| +16% | +$73.1K | 0.1% | 120 |
|
|
2021
Q4 | $457K | Hold |
4,837
| – | – | 0.17% | 76 |
|
|
2021
Q3 | $498K | Sell |
4,837
-33,819
| -87% | -$3.48M | 0.2% | 72 |
|
|
2021
Q2 | $520K | Buy |
38,656
+6,000
| +18% | +$80.7K | 0.21% | 68 |
|
|
2021
Q1 | $429K | Buy |
32,656
+2,865
| +10% | +$37.6K | 0.19% | 73 |
|
|
2020
Q4 | $322K | Sell |
29,791
-20,221
| -40% | -$219K | 0.18% | 80 |
|
|
2020
Q3 | $312K | Sell |
50,012
-1,629
| -3% | -$10.2K | 0.21% | 77 |
|
|
2020
Q2 | $353K | Buy |
51,641
+11,949
| +30% | +$81.7K | 0.28% | 63 |
|
|
2020
Q1 | $315K | Buy |
+39,692
| New | +$315K | 0.32% | 66 |
|
|
2019
Q3 | – | Sell |
-54,770
| Closed | -$575K | – | 194 |
|
|
2019
Q2 | $575K | Sell |
54,770
-66,770
| -55% | -$701K | 0.39% | 51 |
|
|
2019
Q1 | $1.21M | Buy |
121,540
+40,770
| +50% | +$407K | 0.39% | 57 |
|
|
2018
Q4 | $611K | Buy |
80,770
+48,725
| +152% | +$369K | 0.46% | 49 |
|
|
2018
Q3 | $362K | Buy |
32,045
+5,900
| +23% | +$66.7K | 0.18% | 102 |
|
|
2018
Q2 | $356K | Buy |
26,145
+3,669
| +16% | +$50K | 0.27% | 64 |
|
|
2018
Q1 | $303K | Buy |
22,476
+2,965
| +15% | +$40K | 0.22% | 62 |
|
|
2017
Q4 | $340K | Buy |
19,511
+387
| +2% | +$6.74K | 0.33% | 42 |
|
|
2017
Q3 | $462K | Buy |
19,124
+213
| +1% | +$5.15K | 0.51% | 31 |
|
|
2017
Q2 | $510K | Buy |
18,911
+18,528
| +4,838% | +$500K | 0.65% | 26 |
|
|
2017
Q1 | $11K | Buy |
383
+27
| +8% | +$775 | 0.01% | 153 |
|
|
2016
Q4 | $11K | Buy |
+356
| New | +$11K | 0.02% | 167 |
|