Montis Financial’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 | $286K | Hold |
1,111
| – | – | 0.08% | 113 |
|
|
2025
Q1 | $222K | Buy |
+1,111
| New | +$222K | 0.07% | 134 |
|
|
2021
Q3 | – | Sell |
-2,388
| Closed | -$160K | – | 67 |
|
|
2021
Q2 | $160K | Sell |
2,388
-191
| -7% | -$12.8K | 0.13% | 69 |
|
|
2021
Q1 | $171K | Buy |
2,579
+489
| +23% | +$32.4K | 0.16% | 68 |
|
|
2020
Q4 | $119K | Buy |
+2,090
| New | +$119K | 0.12% | 67 |
|