Monterey Private Wealth’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $439K | Sell |
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|
2024
Q4 | $372K | Buy |
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|
2024
Q3 | $409K | Buy |
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|
2024
Q2 | $344K | Sell |
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|
2024
Q1 | $372K | Buy |
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|
2023
Q4 | $269K | Sell |
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|
2023
Q3 | $237K | Hold |
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|
2023
Q2 | $236K | Sell |
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|
2023
Q1 | $208K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $165K | Buy |
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|
2021
Q1 | $167K | Hold |
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|
2020
Q4 | $133K | Sell |
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|
2020
Q3 | $79K | Sell |
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|
2020
Q2 | $87K | Hold |
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|
2020
Q1 | $101K | Sell |
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|
2019
Q4 | $150K | Buy |
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