Marcum Wealth’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $723K | Buy |
3,614
+79
| +2% | +$15.8K | 0.06% | 149 |
|
|
2024
Q4 | $590K | Buy |
3,535
+391
| +12% | +$65.2K | 0.05% | 172 |
|
|
2024
Q3 | $593K | Buy |
3,144
+222
| +8% | +$41.9K | 0.06% | 170 |
|
|
2024
Q2 | $465K | Sell |
2,922
-456
| -13% | -$72.5K | 0.05% | 207 |
|
|
2024
Q1 | $473K | Buy |
3,378
+308
| +10% | +$43.2K | 0.05% | 200 |
|
|
2023
Q4 | $313K | Sell |
3,070
-144
| -4% | -$14.7K | 0.03% | 246 |
|
|
2023
Q3 | $284K | Buy |
3,214
+450
| +16% | +$39.7K | 0.03% | 254 |
|
|
2023
Q2 | $242K | Sell |
2,764
-25
| -0.9% | -$2.19K | 0.03% | 290 |
|
|
2023
Q1 | $213K | Buy |
+2,789
| New | +$213K | 0.03% | 314 |
|
|
2022
Q2 | – | Sell |
-8,245
| Closed | -$470K | – | 397 |
|
|
2022
Q1 | $470K | Buy |
8,245
+2,671
| +48% | +$152K | 0.06% | 171 |
|
|
2021
Q4 | $328K | Sell |
5,574
-748
| -12% | -$44K | 0.05% | 232 |
|
|
2021
Q3 | $406K | Sell |
6,322
-1,867
| -23% | -$120K | 0.06% | 188 |
|
|
2021
Q2 | $549K | Sell |
8,189
-1,693
| -17% | -$114K | 0.09% | 136 |
|
|
2021
Q1 | $647K | Buy |
9,882
+1,524
| +18% | +$99.8K | 0.11% | 131 |
|
|
2020
Q4 | $450K | Buy |
8,358
+4,508
| +117% | +$243K | 0.11% | 70 |
|
|
2020
Q3 | $120K | Sell |
3,850
-2,062
| -35% | -$64.3K | 0.04% | 115 |
|
|
2020
Q2 | $201K | Buy |
5,912
+1,907
| +48% | +$64.8K | 0.06% | 112 |
|
|
2020
Q1 | $159K | Buy |
4,005
+219
| +6% | +$8.69K | 0.06% | 90 |
|
|
2019
Q4 | $211K | Buy |
+3,786
| New | +$211K | 0.08% | 96 |
|