MFW
Meristem Family Wealth’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $666K | Sell |
7,277
-3,002
| -29% | -$275K | 0.07% | 154 |
|
|
2021
Q4 | $971K | Sell |
10,279
-173
| -2% | -$16.3K | 0.08% | 137 |
|
|
2021
Q3 | $1.08M | Buy |
+10,452
| New | +$1.08M | 0.1% | 117 |
|
|
2021
Q2 | – | Sell |
-69,170
| Closed | -$908K | – | 326 |
|
|
2021
Q1 | $908K | Sell |
69,170
-6,330
| -8% | -$83.1K | 0.18% | 71 |
|
|
2020
Q4 | $815K | Sell |
75,500
-5,089
| -6% | -$54.9K | 0.17% | 72 |
|
|
2020
Q3 | $502K | Buy |
80,589
+133
| +0.2% | +$828 | 0.13% | 98 |
|
|
2020
Q2 | $550K | Sell |
80,456
-17,668
| -18% | -$121K | 0.15% | 88 |
|
|
2020
Q1 | $779K | Sell |
98,124
-340
| -0.3% | -$2.7K | 0.24% | 62 |
|
|
2019
Q4 | $1.1M | Hold |
98,464
| – | – | 0.27% | 54 |
|
|
2019
Q3 | $880K | Buy |
98,464
+14,819
| +18% | +$132K | 0.24% | 61 |
|
|
2019
Q2 | $878K | Buy |
83,645
+500
| +0.6% | +$5.25K | 0.27% | 57 |
|
|
2019
Q1 | $831K | Sell |
83,145
-4,458
| -5% | -$44.6K | 0.28% | 51 |
|
|
2018
Q4 | $663K | Buy |
87,603
+17,766
| +25% | +$134K | 0.24% | 56 |
|
|
2018
Q3 | $788K | Sell |
69,837
-370
| -0.5% | -$4.18K | 0.27% | 44 |
|
|
2018
Q2 | $956K | Sell |
70,207
-21,391
| -23% | -$291K | 0.34% | 43 |
|
|
2018
Q1 | $1.24M | Buy |
91,598
+5,050
| +6% | +$68.1K | 0.44% | 33 |
|
|
2017
Q4 | $1.51M | Sell |
86,548
-2,120
| -2% | -$37K | 0.55% | 27 |
|
|
2017
Q3 | $2.14M | Buy |
88,668
+2,365
| +3% | +$57.2K | 0.86% | 21 |
|
|
2017
Q2 | $2.33M | Sell |
86,303
-170
| -0.2% | -$4.59K | 0.96% | 20 |
|
|
2017
Q1 | $2.58M | Sell |
86,473
-12,203
| -12% | -$364K | 1.02% | 16 |
|
|
2016
Q4 | $3.12M | Sell |
98,676
-4,924
| -5% | -$156K | 1.27% | 13 |
|
|
2016
Q3 | $3.07M | Buy |
103,600
+19,303
| +23% | +$572K | 1.29% | 12 |
|
|
2016
Q2 | $2.65M | Sell |
84,297
-1,401
| -2% | -$44.1K | 1.17% | 14 |
|
|
2016
Q1 | $2.72M | Buy |
85,698
+277
| +0.3% | +$8.81K | 1.2% | 12 |
|
|
2015
Q4 | $2.66M | Sell |
85,421
-5,818
| -6% | -$181K | 1.04% | 17 |
|
|
2015
Q3 | $2.3M | Sell |
91,239
-460
| -0.5% | -$11.6K | 1.21% | 16 |
|
|
2015
Q2 | $2.44M | Sell |
91,699
-7,556
| -8% | -$201K | 1.07% | 17 |
|
|
2015
Q1 | $2.46M | Buy |
99,255
+665
| +0.7% | +$16.5K | 1.03% | 18 |
|
|
2014
Q4 | $2.49M | Buy |
98,590
+63
| +0.1% | +$1.59K | 0.91% | 18 |
|
|
2014
Q3 | $2.52M | Sell |
98,527
-1,592
| -2% | -$40.8K | 1.08% | 16 |
|
|
2014
Q2 | $2.63M | Buy |
100,119
+5,267
| +6% | +$138K | 1.1% | 16 |
|
|
2014
Q1 | $2.46M | Sell |
94,852
-3,387
| -3% | -$87.7K | 1.07% | 18 |
|
|
2013
Q4 | $2.75M | Sell |
98,239
-3,271
| -3% | -$91.7K | 1.13% | 16 |
|
|
2013
Q3 | $2.43M | Buy |
101,510
+16
| +0% | +$382 | 1.12% | 16 |
|
|
2013
Q2 | $2.35M | Buy |
+101,494
| New | +$2.35M | 1.09% | 17 |
|