Lyell Wealth Management’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 | $367K | Buy |
1,424
+89
| +7% | +$22.9K | 0.03% | 167 |
|
|
2025
Q1 | $267K | Sell |
1,335
-150
| -10% | -$30K | 0.03% | 177 |
|
|
2024
Q4 | $248K | Hold |
1,485
| – | – | 0.02% | 185 |
|
|
2024
Q3 | $280K | Sell |
1,485
-40
| -3% | -$7.54K | 0.03% | 182 |
|
|
2024
Q2 | $242K | Sell |
1,525
-261
| -15% | -$41.5K | 0.02% | 185 |
|
|
2024
Q1 | $250K | Buy |
+1,786
| New | +$250K | 0.03% | 179 |
|
|
2018
Q4 | – | Sell |
-3,658
| Closed | -$200K | – | 112 |
|
|
2018
Q3 | $200K | Sell |
3,658
-1,920
| -34% | -$105K | 0.07% | 114 |
|
|
2018
Q2 | $367K | Sell |
5,578
-980
| -15% | -$64.5K | 0.13% | 89 |
|
|
2018
Q1 | $428K | Sell |
6,558
-770
| -11% | -$50.3K | 0.16% | 84 |
|
|
2017
Q4 | $617K | Sell |
7,328
-4,643
| -39% | -$391K | 0.25% | 80 |
|
|
2017
Q3 | $1.4M | Sell |
11,971
-4,288
| -26% | -$502K | 0.61% | 61 |
|
|
2017
Q2 | $2.12M | Sell |
16,259
-2,148
| -12% | -$280K | 1.03% | 46 |
|
|
2017
Q1 | $2.65M | Sell |
18,407
-549
| -3% | -$79K | 1.43% | 28 |
|
|
2016
Q4 | $2.89M | Buy |
+18,956
| New | +$2.89M | 1.8% | 13 |
|