Occidental Asset Management’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 | $273K | Buy |
+1,062
| New | +$273K | 0.04% | 207 |
|
|
2017
Q4 | – | Sell |
-4,344
| Closed | -$503K | – | 150 |
|
|
2017
Q3 | $503K | Buy |
4,344
+718
| +20% | +$83.1K | 0.28% | 62 |
|
|
2017
Q2 | $469K | Sell |
3,626
-4
| -0.1% | -$517 | 0.28% | 61 |
|
|
2017
Q1 | $518K | Buy |
3,630
+515
| +17% | +$73.5K | 0.34% | 49 |
|
|
2016
Q4 | $472K | Buy |
3,115
+750
| +32% | +$114K | 0.34% | 55 |
|
|
2016
Q3 | $336K | Buy |
2,365
+92
| +4% | +$13.1K | 0.27% | 68 |
|
|
2016
Q2 | $343K | Buy |
2,273
+259
| +13% | +$39.1K | 0.3% | 66 |
|
|
2016
Q1 | $307K | Hold |
2,014
| – | – | 0.37% | 55 |
|
|
2015
Q4 | $301K | Hold |
2,014
| – | – | 0.39% | 51 |
|
|
2015
Q3 | $243K | Hold |
2,014
| – | – | 0.34% | 54 |
|
|
2015
Q2 | $256K | Hold |
2,014
| – | – | 0.34% | 56 |
|
|
2015
Q1 | $239K | Hold |
2,014
| – | – | 0.3% | 57 |
|
|
2014
Q4 | $244K | Hold |
2,014
| – | – | 0.37% | 54 |
|
|
2014
Q3 | $247K | Hold |
2,014
| – | – | 0.4% | 48 |
|
|
2014
Q2 | $254K | Hold |
2,014
| – | – | 0.44% | 49 |
|
|
2014
Q1 | $250K | Buy |
+2,014
| New | +$250K | 0.45% | 48 |
|