MWM
Modera Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Sell |
11,257
-247
| -2% | -$63.6K | 0.04% | 224 |
|
|
2025
Q1 | $2.3M | Sell |
11,504
-133
| -1% | -$26.6K | 0.03% | 231 |
|
|
2024
Q4 | $1.94M | Sell |
11,637
-460
| -4% | -$76.7K | 0.02% | 251 |
|
|
2024
Q3 | $2.28M | Buy |
12,097
+906
| +8% | +$171K | 0.03% | 224 |
|
|
2024
Q2 | $1.78M | Sell |
11,191
-7
| -0.1% | -$1.11K | 0.03% | 231 |
|
|
2024
Q1 | $1.97M | Sell |
11,198
-52
| -0.5% | -$9.13K | 0.03% | 230 |
|
|
2023
Q4 | $1.44M | Sell |
11,250
-171
| -1% | -$21.8K | 0.02% | 251 |
|
|
2023
Q3 | $1.26M | Sell |
11,421
-357
| -3% | -$39.5K | 0.02% | 259 |
|
|
2023
Q2 | $1.29M | Buy |
11,778
+4,428
| +60% | +$486K | 0.02% | 266 |
|
|
2023
Q1 | $703K | Buy |
7,350
+175
| +2% | +$16.7K | 0.03% | 183 |
|
|
2022
Q4 | $601K | Buy |
7,175
+589
| +9% | +$49.4K | 0.02% | 189 |
|
|
2022
Q3 | $408K | Sell |
6,586
-332
| -5% | -$20.6K | 0.02% | 209 |
|
|
2022
Q2 | $440K | Buy |
6,918
+309
| +5% | +$19.7K | 0.02% | 206 |
|
|
2022
Q1 | $605K | Sell |
6,609
-23
| -0.3% | -$2.11K | 0.03% | 188 |
|
|
2021
Q4 | $626K | Buy |
6,632
+778
| +13% | +$73.4K | 0.02% | 235 |
|
|
2021
Q3 | $603K | Sell |
5,854
-40,309
| -87% | -$4.15M | 0.03% | 143 |
|
|
2021
Q2 | $621K | Buy |
46,163
+2,349
| +5% | +$31.6K | 0.03% | 134 |
|
|
2021
Q1 | $576K | Sell |
43,814
-2,199
| -5% | -$28.9K | 0.04% | 131 |
|
|
2020
Q4 | $497K | Buy |
46,013
+9,319
| +25% | +$101K | 0.04% | 137 |
|
|
2020
Q3 | $229K | Buy |
36,694
+1,000
| +3% | +$6.24K | 0.03% | 141 |
|
|
2020
Q2 | $244K | Sell |
35,694
-2,000
| -5% | -$13.7K | 0.04% | 135 |
|
|
2020
Q1 | $299K | Buy |
37,694
+751
| +2% | +$5.96K | 0.06% | 112 |
|
|
2019
Q4 | $412K | Sell |
36,943
-600
| -2% | -$6.69K | 0.06% | 88 |
|
|
2019
Q3 | $336K | Buy |
37,543
+7,788
| +26% | +$69.7K | 0.06% | 93 |
|
|
2019
Q2 | $312K | Sell |
29,755
-5,721
| -16% | -$60K | 0.06% | 101 |
|
|
2019
Q1 | $354K | Buy |
35,476
+6,415
| +22% | +$64K | 0.07% | 92 |
|
|
2018
Q4 | $220K | Sell |
29,061
-29,222
| -50% | -$221K | 0.04% | 118 |
|
|
2018
Q3 | $658K | Buy |
58,283
+2,812
| +5% | +$31.7K | 0.13% | 63 |
|
|
2018
Q2 | $755K | Buy |
55,471
+269
| +0.5% | +$3.66K | 0.16% | 55 |
|
|
2018
Q1 | $744K | Sell |
55,202
-3,789
| -6% | -$51.1K | 0.15% | 56 |
|
|
2017
Q4 | $1.03M | Sell |
58,991
-8,581
| -13% | -$150K | 0.22% | 40 |
|
|
2017
Q3 | $1.63M | Sell |
67,572
-1,405
| -2% | -$34K | 0.37% | 26 |
|
|
2017
Q2 | $1.86M | Buy |
68,977
+1,941
| +3% | +$52.4K | 0.45% | 21 |
|
|
2017
Q1 | $2M | Buy |
67,036
+22,704
| +51% | +$677K | 0.5% | 20 |
|
|
2016
Q4 | $1.4M | Sell |
44,332
-636
| -1% | -$20.1K | 0.47% | 25 |
|
|
2016
Q3 | $1.33M | Buy |
44,968
+128
| +0.3% | +$3.79K | 0.45% | 27 |
|
|
2016
Q2 | $1.41M | Buy |
44,840
+9,952
| +29% | +$313K | 0.49% | 21 |
|
|
2016
Q1 | $1.11M | Buy |
34,888
+1,861
| +6% | +$59.2K | 0.39% | 28 |
|
|
2015
Q4 | $1.03M | Buy |
33,027
+1,453
| +5% | +$45.3K | 0.41% | 23 |
|
|
2015
Q3 | $796K | Buy |
31,574
+2,247
| +8% | +$56.6K | 0.33% | 26 |
|
|
2015
Q2 | $779K | Sell |
29,327
-899
| -3% | -$23.9K | 0.31% | 31 |
|
|
2015
Q1 | $742K | Buy |
30,226
+1,139
| +4% | +$28K | 0.29% | 34 |
|
|
2014
Q4 | $735K | Sell |
29,087
-4,337
| -13% | -$110K | 0.29% | 36 |
|
|
2014
Q3 | $856K | Buy |
33,424
+6,281
| +23% | +$161K | 0.36% | 31 |
|
|
2014
Q2 | $713K | Buy |
27,143
+452
| +2% | +$11.9K | 0.32% | 28 |
|
|
2014
Q1 | $691K | Sell |
26,691
-5,439
| -17% | -$141K | 0.27% | 28 |
|
|
2013
Q4 | $901K | Buy |
32,130
+4,566
| +17% | +$128K | 0.34% | 32 |
|
|
2013
Q3 | $658K | Buy |
27,564
+1,983
| +8% | +$47.3K | 0.32% | 29 |
|
|
2013
Q2 | $593K | Buy |
+25,581
| New | +$593K | 0.3% | 30 |
|