LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68M | Sell |
14,286
-118
| -0.8% | -$30.4K | 0.03% | 101 |
|
|
2025
Q1 | $2.79M | Buy |
14,404
+468
| +3% | +$90.6K | 0.03% | 111 |
|
|
2024
Q4 | $2.71M | Hold |
13,936
| – | – | 0.02% | 124 |
|
|
2024
Q3 | $2.5M | Sell |
13,936
-210
| -1% | -$37.7K | 0.02% | 127 |
|
|
2024
Q2 | $2.3M | Buy |
14,146
+142
| +1% | +$23.1K | 0.02% | 113 |
|
|
2024
Q1 | $2.1M | Buy |
14,004
+342
| +3% | +$51.4K | 0.02% | 114 |
|
|
2023
Q4 | $1.81M | Sell |
13,662
-50
| -0.4% | -$6.62K | 0.02% | 121 |
|
|
2023
Q3 | $1.48M | Sell |
13,712
-1,603
| -10% | -$173K | 0.02% | 126 |
|
|
2023
Q2 | $1.68M | Sell |
15,315
-384
| -2% | -$42.2K | 0.02% | 122 |
|
|
2023
Q1 | $1.5M | Buy |
15,699
+300
| +2% | +$28.7K | 0.02% | 128 |
|
|
2022
Q4 | $1.29M | Sell |
15,399
-8
| -0.1% | -$670 | 0.02% | 138 |
|
|
2022
Q3 | $954K | Sell |
15,407
-293
| -2% | -$18.1K | 0.01% | 149 |
|
|
2022
Q2 | $1M | Sell |
15,700
-2,795
| -15% | -$178K | 0.01% | 155 |
|
|
2022
Q1 | $1.69M | Buy |
18,495
+690
| +4% | +$63.1K | 0.02% | 132 |
|
|
2021
Q4 | $1.68M | Buy |
17,805
+1,594
| +10% | +$151K | 0.02% | 140 |
|
|
2021
Q3 | $1.67M | Sell |
16,211
-118,588
| -88% | -$12.2M | 0.02% | 133 |
|
|
2021
Q2 | $1.81M | Buy |
134,799
+3,375
| +3% | +$45.4K | 0.02% | 132 |
|
|
2021
Q1 | $1.73M | Buy |
131,424
+24,834
| +23% | +$326K | 0.02% | 127 |
|
|
2020
Q4 | $1.15M | Buy |
106,590
+3,281
| +3% | +$35.4K | 0.01% | 150 |
|
|
2020
Q3 | $644K | Buy |
103,309
+13,609
| +15% | +$84.8K | 0.01% | 171 |
|
|
2020
Q2 | $613K | Sell |
89,700
-3,654
| -4% | -$25K | 0.01% | 167 |
|
|
2020
Q1 | $741K | Sell |
93,354
-4,123
| -4% | -$32.7K | 0.01% | 143 |
|
|
2019
Q4 | $1.09M | Buy |
97,477
+12,071
| +14% | +$135K | 0.01% | 148 |
|
|
2019
Q3 | $764K | Buy |
85,406
+1,561
| +2% | +$14K | 0.01% | 173 |
|
|
2019
Q2 | $880K | Sell |
83,845
-19,710
| -19% | -$207K | 0.01% | 163 |
|
|
2019
Q1 | $1.04M | Sell |
103,555
-29,091
| -22% | -$291K | 0.02% | 152 |
|
|
2018
Q4 | $1M | Sell |
132,646
-249,019
| -65% | -$1.88M | 0.02% | 148 |
|
|
2018
Q3 | $4.31M | Sell |
381,665
-126,695
| -25% | -$1.43M | 0.07% | 93 |
|
|
2018
Q2 | $6.92M | Sell |
508,360
-88,249
| -15% | -$1.2M | 0.12% | 83 |
|
|
2018
Q1 | $8.04M | Sell |
596,609
-480,811
| -45% | -$6.48M | 0.15% | 83 |
|
|
2017
Q4 | $18.8M | Sell |
1,077,420
-31,412
| -3% | -$548K | 0.35% | 58 |
|
|
2017
Q3 | $26.8M | Sell |
1,108,832
-3,339
| -0.3% | -$80.7K | 0.52% | 46 |
|
|
2017
Q2 | $28.5M | Sell |
1,112,171
-36,809
| -3% | -$943K | 0.57% | 44 |
|
|
2017
Q1 | $34.2M | Sell |
1,148,980
-14,992
| -1% | -$447K | 0.72% | 44 |
|
|
2016
Q4 | $36.8M | Sell |
1,163,972
-7,892
| -0.7% | -$249K | 0.82% | 40 |
|
|
2016
Q3 | $34.7M | Buy |
1,171,864
+4,620
| +0.4% | +$137K | 0.79% | 40 |
|
|
2016
Q2 | $36.7M | Sell |
1,167,244
-22,319
| -2% | -$703K | 0.84% | 37 |
|
|
2016
Q1 | $37.8M | Buy |
1,189,563
+378
| +0% | +$12K | 0.89% | 37 |
|
|
2015
Q4 | $37M | Sell |
1,189,185
-63,237
| -5% | -$1.97M | 0.92% | 34 |
|
|
2015
Q3 | $33.3M | Hold |
1,252,422
| – | – | 0.85% | 35 |
|
|
2015
Q2 | $33.3M | Sell |
1,252,422
-33,390
| -3% | -$887K | 0.85% | 35 |
|
|
2015
Q1 | $31.9M | Sell |
1,285,812
-74,581
| -5% | -$1.85M | 0.8% | 36 |
|
|
2014
Q4 | $34.4M | Sell |
1,360,393
-9,020
| -0.7% | -$228K | 0.88% | 35 |
|
|
2014
Q3 | $35.1M | Buy |
1,369,413
+19,172
| +1% | +$491K | 0.95% | 35 |
|
|
2014
Q2 | $35.5M | Sell |
1,350,241
-5,765
| -0.4% | -$152K | 0.96% | 35 |
|
|
2014
Q1 | $35.1M | Sell |
1,356,006
-9,632
| -0.7% | -$249K | 0.96% | 33 |
|
|
2013
Q4 | $38.3M | Buy |
1,365,638
+8,989
| +0.7% | +$252K | 1.06% | 32 |
|
|
2013
Q3 | $32.4M | Sell |
1,356,649
-69,835
| -5% | -$1.67M | 0.99% | 34 |
|
|
2013
Q2 | $33.1M | Buy |
+1,426,484
| New | +$33.1M | 1.04% | 33 |
|