Monte Financial Group’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 | $977K | Buy |
3,794
+65
| +2% | +$16.7K | 0.38% | 66 |
|
|
2025
Q1 | $678K | Buy |
3,729
+15
| +0.4% | +$2.73K | 0.3% | 67 |
|
|
2024
Q4 | $619K | Hold |
3,714
| – | – | 0.27% | 68 |
|
|
2024
Q3 | $700K | Hold |
3,714
| – | – | 0.29% | 68 |
|
|
2024
Q2 | $590K | Sell |
3,714
-1,025
| -22% | -$163K | 0.26% | 70 |
|
|
2024
Q1 | $664K | Sell |
4,739
-24
| -0.5% | -$3.36K | 0.29% | 66 |
|
|
2023
Q4 | $485K | Hold |
4,763
| – | – | 0.23% | 68 |
|
|
2023
Q3 | $420K | Sell |
4,763
-328
| -6% | -$28.9K | 0.21% | 70 |
|
|
2023
Q2 | $446K | Sell |
5,091
-405
| -7% | -$35.5K | 0.22% | 69 |
|
|
2023
Q1 | $419K | Sell |
5,496
-1,563
| -22% | -$119K | 0.22% | 67 |
|
|
2022
Q4 | $369K | Hold |
7,059
| – | – | 0.19% | 71 |
|
|
2022
Q3 | $272K | Sell |
7,059
-80
| -1% | -$3.08K | 0.17% | 72 |
|
|
2022
Q2 | $283K | Sell |
7,139
-121
| -2% | -$4.8K | 0.17% | 72 |
|
|
2022
Q1 | $414K | Sell |
7,260
-721
| -9% | -$41.1K | 0.22% | 69 |
|
|
2021
Q4 | $470K | Sell |
7,981
-797
| -9% | -$46.9K | 0.25% | 68 |
|
|
2021
Q3 | $563K | Sell |
8,778
-6
| -0.1% | -$385 | 0.32% | 57 |
|
|
2021
Q2 | $589K | Buy |
8,784
+3,852
| +78% | +$258K | 0.34% | 55 |
|
|
2021
Q1 | $323K | Hold |
4,932
| – | – | 0.2% | 61 |
|
|
2020
Q4 | $265K | Buy |
4,932
+223
| +5% | +$12K | 0.18% | 60 |
|
|
2020
Q3 | $146K | Sell |
4,709
-899
| -16% | -$27.9K | 0.11% | 58 |
|
|
2020
Q2 | $191K | Sell |
5,608
-18
| -0.3% | -$613 | 0.15% | 56 |
|
|
2020
Q1 | $223K | Hold |
5,626
| – | – | 0.22% | 66 |
|
|
2019
Q4 | $313K | Sell |
5,626
-327
| -5% | -$18.2K | 0.23% | 62 |
|
|
2019
Q3 | $265K | Buy |
5,953
+261
| +5% | +$11.6K | 0.21% | 66 |
|
|
2019
Q2 | $298K | Hold |
5,692
| – | – | 0.25% | 62 |
|
|
2019
Q1 | $283K | Sell |
5,692
-19
| -0.3% | -$945 | 0.25% | 59 |
|
|
2018
Q4 | $207K | Sell |
5,711
-580
| -9% | -$21K | 0.22% | 66 |
|
|
2018
Q3 | $340K | Hold |
6,291
| – | – | 0.32% | 52 |
|
|
2018
Q2 | $410K | Sell |
6,291
-1,189
| -16% | -$77.5K | 0.42% | 44 |
|
|
2018
Q1 | $483K | Buy |
7,480
+154
| +2% | +$9.94K | 0.5% | 40 |
|
|
2017
Q4 | $613K | Buy |
+7,326
| New | +$613K | 0.62% | 38 |
|