Merriman Wealth Management’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $433K | Sell |
2,592
-817
| -24% | -$146K | 0.02% | 141 |
|
|
2024
Q3 | $643K | Buy |
3,409
+1,156
| +51% | +$196K | 0.03% | 128 |
|
|
2024
Q2 | $358K | Sell |
2,253
-318
| -12% | -$50.8K | 0.02% | 159 |
|
|
2024
Q1 | $360K | Buy |
2,571
+566
| +28% | +$66.7K | 0.02% | 154 |
|
|
2023
Q4 | $204K | Buy |
+2,005
| New | +$186K | 0.01% | 180 |
|
|
2021
Q1 | – | Sell |
-42,515
| Closed | -$2.29M | – | 197 |
|
|
2020
Q4 | $2.29M | Buy |
+42,515
| New | +$1.9M | 0.25% | 71 |
|
|
2020
Q3 | – | Sell |
-2,215
| Closed | -$75K | – | 166 |
|
|
2020
Q2 | $75K | Sell |
2,215
-4,226
| -66% | -$143K | 0.01% | 158 |
|
|
2020
Q1 | $255K | Buy |
6,441
+4,012
| +165% | +$214K | 0.06% | 129 |
|
|
2019
Q4 | $135K | Sell |
2,429
-372
| -13% | -$19.2K | 0.03% | 175 |
|
|
2019
Q3 | $125K | Buy |
2,801
+308
| +12% | +$14.5K | 0.03% | 171 |
|
|
2019
Q2 | $1.32K | Sell |
2,493
-590
| -19% | -$29K | 0.03% | 186 |
|
|
2019
Q1 | $154K | Sell |
3,083
-1,814
| -37% | -$85.4K | 0.03% | 200 |
|
|
2018
Q4 | $193K | Sell |
4,897
-3,902
| -44% | -$176K | 0.04% | 152 |
|
|
2018
Q3 | $476K | Sell |
8,799
-1,487
| -14% | -$91.7K | 0.1% | 113 |
|
|
2018
Q2 | $671K | Sell |
10,286
-3,083
| -23% | -$206K | 0.15% | 93 |
|
|
2018
Q1 | $864K | Sell |
13,369
-6,091
| -31% | -$451K | 0.23% | 89 |
|
|
2017
Q4 | $1.63M | Sell |
19,460
-19,539
| -50% | -$1.87M | 0.4% | 58 |
|
|
2017
Q3 | $4.52M | Sell |
38,999
-4,635
| -11% | -$560K | 1.07% | 26 |
|
|
2017
Q2 | $5.65M | Buy |
43,634
+4,093
| +10% | +$561K | 1.57% | 21 |
|
|
2017
Q1 | $5.65M | Sell |
39,541
-492
| -1% | -$71.2K | 1.37% | 23 |
|
|
2016
Q4 | $6.06M | Sell |
40,033
-2,452
| -6% | -$356K | 1.66% | 15 |
|
|
2016
Q3 | $6.03M | Buy |
42,485
+3,121
| +8% | +$466K | 1.24% | 28 |
|
|
2016
Q2 | $5.94M | Buy |
+39,364
| New | +$5.74M | 1.67% | 15 |
|
Other funds holding GE
