MSWM
Mowery & Schoenfeld Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Sell |
401
-200
| -33% | -$51.5K | 0.16% | 76 |
|
|
2025
Q1 | $120K | Buy |
601
+414
| +221% | +$82.9K | 0.24% | 69 |
|
|
2024
Q4 | $31.2K | Buy |
187
+72
| +63% | +$12K | 0.06% | 148 |
|
|
2024
Q3 | $21.7K | Hold |
115
| – | – | 0.03% | 148 |
|
|
2024
Q2 | $18.3K | Buy |
+115
| New | +$18.3K | 0.03% | 144 |
|