OBWP
O'Brien Wealth Partners’s GE Aerospace GE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $33.2K | Sell |
129
-34
| -21% | -$8.75K | 0.01% | 69 |
|
2025
Q1 | $32.6K | Buy |
+163
| New | +$32.6K | 0.01% | 65 |
|
2024
Q4 | – | Sell |
-145
| Closed | -$27.3K | – | 68 |
|
2024
Q3 | $27.3K | Buy |
+145
| New | +$27.3K | 0.01% | 61 |
|
2018
Q4 | – | Sell |
-1,410
| Closed | -$16K | – | 114 |
|
2018
Q3 | $16K | Buy |
1,410
+710
| +101% | +$8.06K | 0.01% | 112 |
|
2018
Q2 | $10K | Sell |
700
-640
| -48% | -$9.14K | 0.01% | 59 |
|
2018
Q1 | $18K | Buy |
+1,340
| New | +$18K | 0.01% | 96 |
|