OHWA
Oak Hill Wealth Advisors’s GE Aerospace GE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $550K | Buy |
2,226
+420
| +23% | +$104K | 0.11% | 93 |
|
2025
Q1 | $361K | Buy |
1,806
+375
| +26% | +$75K | 0.08% | 101 |
|
2024
Q4 | $239K | Buy |
+1,431
| New | +$239K | 0.06% | 123 |
|
2024
Q3 | – | Sell |
-1,749
| Closed | -$278K | – | 44 |
|
2024
Q2 | $278K | Buy |
+1,749
| New | +$278K | 0.08% | 91 |
|
2024
Q1 | – | Sell |
-1,753
| Closed | -$234K | – | 36 |
|
2023
Q4 | $234K | Sell |
1,753
-449
| -20% | -$59.9K | 0.08% | 96 |
|
2023
Q3 | $243K | Buy |
2,202
+335
| +18% | +$37K | 0.09% | 91 |
|
2023
Q2 | $205K | Buy |
+1,867
| New | +$205K | 0.08% | 107 |
|