Monterey Private Wealth’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $439K | Sell |
2,195
-35
| -2% | -$7.01K | 0.13% | 76 |
|
|
2024
Q4 | $372K | Buy |
2,230
+63
| +3% | +$10.5K | 0.12% | 79 |
|
|
2024
Q3 | $409K | Buy |
2,167
+1
| +0% | +$189 | 0.14% | 67 |
|
|
2024
Q2 | $344K | Sell |
2,166
-490
| -18% | -$77.9K | 0.13% | 77 |
|
|
2024
Q1 | $372K | Buy |
2,656
+15
| +0.6% | +$2.1K | 0.15% | 64 |
|
|
2023
Q4 | $269K | Sell |
2,641
-50
| -2% | -$5.1K | 0.12% | 85 |
|
|
2023
Q3 | $237K | Hold |
2,691
| – | – | 0.12% | 86 |
|
|
2023
Q2 | $236K | Sell |
2,691
-42
| -2% | -$3.68K | 0.11% | 87 |
|
|
2023
Q1 | $208K | Buy |
+2,733
| New | +$208K | 0.11% | 94 |
|
|
2021
Q3 | – | Sell |
-2,465
| Closed | -$165K | – | 99 |
|
|
2021
Q2 | $165K | Buy |
2,465
+1
| +0% | +$67 | 0.09% | 98 |
|
|
2021
Q1 | $167K | Hold |
2,464
| – | – | 0.09% | 97 |
|
|
2020
Q4 | $133K | Sell |
2,464
-80
| -3% | -$4.32K | 0.08% | 91 |
|
|
2020
Q3 | $79K | Sell |
2,544
-5
| -0.2% | -$155 | 0.05% | 84 |
|
|
2020
Q2 | $87K | Hold |
2,549
| – | – | 0.06% | 69 |
|
|
2020
Q1 | $101K | Sell |
2,549
-139
| -5% | -$5.51K | 0.09% | 62 |
|
|
2019
Q4 | $150K | Buy |
+2,688
| New | +$150K | 0.12% | 81 |
|