Mascoma 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 | $106K | Hold |
413
| – | – | 0.02% | 125 |
|
2025
Q1 | $82.7K | Sell |
413
-48
| -10% | -$9.62K | 0.02% | 151 |
|
2024
Q4 | $77K | Buy |
461
+116
| +34% | +$19.4K | 0.02% | 166 |
|
2024
Q3 | $65.1K | Hold |
345
| – | – | 0.02% | 175 |
|
2024
Q2 | $54.9K | Sell |
345
-13
| -4% | -$2.07K | 0.01% | 182 |
|
2024
Q1 | $50.3K | Sell |
358
-314
| -47% | -$44.1K | 0.01% | 182 |
|
2023
Q4 | $68.5K | Hold |
672
| – | – | 0.02% | 159 |
|
2023
Q3 | $59.3K | Hold |
672
| – | – | 0.02% | 172 |
|
2023
Q2 | $60.9K | Sell |
672
-438
| -39% | -$39.7K | 0.02% | 177 |
|
2023
Q1 | $87.7K | Buy |
1,110
+259
| +30% | +$20.5K | 0.03% | 180 |
|
2022
Q4 | $44.4K | Sell |
851
-152
| -15% | -$7.94K | 0.01% | 249 |
|
2022
Q3 | $39K | Hold |
1,003
| – | – | 0.01% | 261 |
|
2022
Q2 | $40K | Hold |
1,003
| – | – | 0.01% | 270 |
|
2022
Q1 | $57K | Buy |
1,003
+162
| +19% | +$9.21K | 0.02% | 245 |
|
2021
Q4 | $50K | Hold |
841
| – | – | 0.02% | 220 |
|
2021
Q3 | $54K | Buy |
+841
| New | +$54K | 0.02% | 194 |
|
2021
Q2 | – | Sell |
-1,023
| Closed | -$67K | – | 236 |
|
2021
Q1 | $67K | Buy |
+1,023
| New | +$67K | 0.03% | 179 |
|
2019
Q3 | – | Sell |
-1,265
| Closed | -$66K | – | 183 |
|
2019
Q2 | $66K | Sell |
1,265
-548
| -30% | -$28.6K | 0.04% | 141 |
|
2019
Q1 | $90K | Sell |
1,813
-605
| -25% | -$30K | 0.06% | 114 |
|
2018
Q4 | $88K | Sell |
2,418
-1,775
| -42% | -$64.6K | 0.07% | 110 |
|
2018
Q3 | $227K | Sell |
4,193
-157
| -4% | -$8.5K | 0.15% | 72 |
|
2018
Q2 | $284K | Sell |
4,350
-406
| -9% | -$26.5K | 0.2% | 55 |
|
2018
Q1 | $307K | Sell |
4,756
-47
| -1% | -$3.03K | 0.2% | 56 |
|
2017
Q4 | $360K | Sell |
4,803
-2,445
| -34% | -$183K | 0.22% | 47 |
|
2017
Q3 | $840K | Buy |
7,248
+177
| +3% | +$20.5K | 0.56% | 28 |
|
2017
Q2 | $915K | Buy |
7,071
+2,520
| +55% | +$326K | 0.62% | 25 |
|
2017
Q1 | $650K | Sell |
4,551
-64
| -1% | -$9.14K | 0.47% | 28 |
|
2016
Q4 | $699K | Buy |
+4,615
| New | +$699K | 0.51% | 28 |
|