MSFP
Mark Sheptoff Financial Planning’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Buy |
767
+218
| +40% | +$56.1K | 0.11% | 91 |
|
|
2025
Q1 | $110K | Hold |
549
| – | – | 0.06% | 113 |
|
|
2024
Q4 | $91.6K | Hold |
549
| – | – | 0.05% | 128 |
|
|
2024
Q3 | $104K | Hold |
549
| – | – | 0.06% | 122 |
|
|
2024
Q2 | $87.3K | Sell |
549
-300
| -35% | -$47.7K | 0.05% | 146 |
|
|
2024
Q1 | $149K | Buy |
849
+300
| +55% | +$52.7K | 0.08% | 115 |
|
|
2023
Q4 | $70.1K | Hold |
549
| – | – | 0.04% | 138 |
|
|
2023
Q3 | $60.7K | Hold |
549
| – | – | 0.04% | 133 |
|
|
2023
Q2 | $60.3K | Buy |
549
+529
| +2,645% | +$58.1K | 0.03% | 148 |
|
|
2023
Q1 | $1.91K | Hold |
20
| – | – | ﹤0.01% | 344 |
|
|
2022
Q4 | $1.68K | Hold |
20
| – | – | ﹤0.01% | 354 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 345 |
|
|
2022
Q2 | $1K | Sell |
20
-86
| -81% | -$4.3K | ﹤0.01% | 361 |
|
|
2022
Q1 | $10K | Hold |
106
| – | – | 0.01% | 296 |
|
|
2021
Q4 | $10K | Buy |
106
+86
| +430% | +$8.11K | ﹤0.01% | 320 |
|
|
2021
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 364 |
|
|
2020
Q4 | – | Sell |
-1,000
| Closed | -$6K | – | 361 |
|
|
2020
Q3 | $6K | Sell |
1,000
-500
| -33% | -$3K | ﹤0.01% | 258 |
|
|
2020
Q2 | $10K | Hold |
1,500
| – | – | 0.01% | 260 |
|
|
2020
Q1 | $12K | Sell |
1,500
-112,100
| -99% | -$897K | 0.01% | 216 |
|
|
2019
Q4 | $1.27M | Buy |
113,600
+111,100
| +4,444% | +$1.24M | 0.8% | 33 |
|
|
2019
Q3 | $22K | Sell |
2,500
-8,201
| -77% | -$72.2K | 0.01% | 202 |
|
|
2019
Q2 | $112K | Sell |
10,701
-9,999
| -48% | -$105K | 0.08% | 115 |
|
|
2019
Q1 | $207K | Buy |
20,700
+20,200
| +4,040% | +$202K | 0.15% | 94 |
|
|
2018
Q4 | $4K | Sell |
500
-1,300
| -72% | -$10.4K | ﹤0.01% | 286 |
|
|
2018
Q3 | $20K | Sell |
1,800
-8,455
| -82% | -$93.9K | 0.01% | 238 |
|
|
2018
Q2 | $140K | Sell |
10,255
-3,644
| -26% | -$49.7K | 0.1% | 112 |
|
|
2018
Q1 | $187K | Buy |
13,899
+3,406
| +32% | +$45.8K | 0.13% | 105 |
|
|
2017
Q4 | $183K | Sell |
10,493
-10,701
| -50% | -$187K | 0.12% | 108 |
|
|
2017
Q3 | $512K | Sell |
21,194
-11,231
| -35% | -$271K | 0.34% | 63 |
|
|
2017
Q2 | $876K | Sell |
32,425
-193
| -0.6% | -$5.21K | 0.6% | 49 |
|
|
2017
Q1 | $972K | Sell |
32,618
-91
| -0.3% | -$2.71K | 0.69% | 41 |
|
|
2016
Q4 | $1.03M | Sell |
32,709
-292
| -0.9% | -$9.23K | 0.77% | 38 |
|
|
2016
Q3 | $977K | Buy |
33,001
+3,449
| +12% | +$102K | 0.73% | 38 |
|
|
2016
Q2 | $930K | Sell |
29,552
-1,755
| -6% | -$55.2K | 0.7% | 38 |
|
|
2016
Q1 | $995K | Sell |
31,307
-3,887
| -11% | -$124K | 0.81% | 33 |
|
|
2015
Q4 | $1.1M | Buy |
35,194
+312
| +0.9% | +$9.72K | 0.89% | 30 |
|
|
2015
Q3 | $880K | Sell |
34,882
-2,324
| -6% | -$58.6K | 0.77% | 33 |
|
|
2015
Q2 | $989K | Sell |
37,206
-4,839
| -12% | -$129K | 0.8% | 36 |
|
|
2015
Q1 | $1.04M | Sell |
42,045
-15,989
| -28% | -$397K | 0.87% | 34 |
|
|
2014
Q4 | $1.47M | Sell |
58,034
-9,764
| -14% | -$247K | 1.3% | 22 |
|
|
2014
Q3 | $1.74M | Sell |
67,798
-788
| -1% | -$20.2K | 1.54% | 17 |
|
|
2014
Q2 | $1.8M | Buy |
68,586
+2,213
| +3% | +$58.1K | 1.54% | 17 |
|
|
2014
Q1 | $1.72M | Buy |
+66,373
| New | +$1.72M | 1.52% | 17 |
|