MWM
MinichMacGregor Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
9,673
-28
| -0.3% | -$7.21K | 0.53% | 44 |
|
|
2025
Q1 | $1.94M | Sell |
9,701
-91
| -0.9% | -$18.2K | 0.43% | 47 |
|
|
2024
Q4 | $1.63M | Buy |
9,792
+770
| +9% | +$128K | 0.34% | 50 |
|
|
2024
Q3 | $1.7M | Buy |
9,022
+228
| +3% | +$43K | 0.36% | 48 |
|
|
2024
Q2 | $1.4M | Buy |
8,794
+72
| +0.8% | +$11.4K | 0.34% | 47 |
|
|
2024
Q1 | $1.5M | Buy |
8,722
+268
| +3% | +$46K | 0.38% | 49 |
|
|
2023
Q4 | $1.08M | Buy |
8,454
+324
| +4% | +$41.4K | 0.31% | 42 |
|
|
2023
Q3 | $899K | Buy |
8,130
+134
| +2% | +$14.8K | 0.3% | 52 |
|
|
2023
Q2 | $878K | Buy |
7,996
+250
| +3% | +$27.5K | 0.27% | 52 |
|
|
2023
Q1 | $741K | Sell |
7,746
-4
| -0.1% | -$382 | 0.25% | 51 |
|
|
2022
Q4 | $649K | Buy |
7,750
+457
| +6% | +$38.3K | 0.23% | 46 |
|
|
2022
Q3 | $451K | Sell |
7,293
-1,202
| -14% | -$74.3K | 0.18% | 55 |
|
|
2022
Q2 | $540K | Sell |
8,495
-128
| -1% | -$8.14K | 0.22% | 48 |
|
|
2022
Q1 | $789K | Sell |
8,623
-715
| -8% | -$65.4K | 0.25% | 50 |
|
|
2021
Q4 | $882K | Sell |
9,338
-14,977
| -62% | -$1.41M | 0.27% | 49 |
|
|
2021
Q3 | $726K | Sell |
24,315
-32,563
| -57% | -$972K | 0.24% | 46 |
|
|
2021
Q2 | $765K | Buy |
56,878
+4,774
| +9% | +$64.2K | 0.27% | 47 |
|
|
2021
Q1 | $684K | Sell |
52,104
-11,292
| -18% | -$148K | 0.26% | 49 |
|
|
2020
Q4 | $684K | Sell |
63,396
-4,945
| -7% | -$53.4K | 0.28% | 50 |
|
|
2020
Q3 | $425K | Sell |
68,341
-505
| -0.7% | -$3.14K | 0.2% | 47 |
|
|
2020
Q2 | $470K | Buy |
+68,846
| New | +$470K | 0.26% | 45 |
|
|
2020
Q1 | – | Sell |
-94,306
| Closed | -$1.05M | – | 90 |
|
|
2019
Q4 | $1.05M | Sell |
94,306
-280
| -0.3% | -$3.12K | 0.59% | 28 |
|
|
2019
Q3 | $845K | Sell |
94,586
-4,019
| -4% | -$35.9K | 0.57% | 29 |
|
|
2019
Q2 | $1.05M | Sell |
98,605
-758
| -0.8% | -$8.06K | 0.73% | 26 |
|
|
2019
Q1 | $1M | Buy |
99,363
+38,623
| +64% | +$390K | 0.75% | 28 |
|
|
2018
Q4 | $1.47M | Sell |
60,740
-43,036
| -41% | -$1.04M | 1.01% | 37 |
|
|
2018
Q3 | $1.25M | Sell |
103,776
-10,898
| -10% | -$132K | 0.83% | 26 |
|
|
2018
Q2 | $1.53M | Sell |
114,674
-22,776
| -17% | -$304K | 1.09% | 24 |
|
|
2018
Q1 | $1.85M | Sell |
137,450
-34,296
| -20% | -$462K | 1.44% | 17 |
|
|
2017
Q4 | $3M | Sell |
171,746
-42,171
| -20% | -$736K | 2.34% | 16 |
|
|
2017
Q3 | $5.17M | Sell |
213,917
-6,440
| -3% | -$156K | 4.29% | 7 |
|
|
2017
Q2 | $5.95M | Sell |
220,357
-15,495
| -7% | -$418K | 5.16% | 4 |
|
|
2017
Q1 | $7.03M | Sell |
235,852
-4,910
| -2% | -$146K | 6.33% | 4 |
|
|
2016
Q4 | $7.61M | Sell |
240,762
-4,126
| -2% | -$130K | 7.12% | 3 |
|
|
2016
Q3 | $7.25M | Buy |
244,888
+533
| +0.2% | +$15.8K | 6.81% | 4 |
|
|
2016
Q2 | $7.69M | Buy |
244,355
+1,082
| +0.4% | +$34.1K | 7.26% | 3 |
|
|
2016
Q1 | $7.73M | Buy |
243,273
+8,154
| +3% | +$259K | 7.46% | 3 |
|
|
2015
Q4 | $6.41M | Buy |
+235,119
| New | +$6.41M | 5.97% | 3 |
|