OWA
Octavia Wealth Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
1,951
+196
| +11% | +$50.4K | 0.06% | 116 |
|
|
2025
Q1 | $352K | Sell |
1,755
-321
| -15% | -$64.4K | 0.04% | 152 |
|
|
2024
Q4 | $347K | Sell |
2,076
-142
| -6% | -$23.7K | 0.04% | 149 |
|
|
2024
Q3 | $419K | Sell |
2,218
-174
| -7% | -$32.9K | 0.05% | 136 |
|
|
2024
Q2 | $380K | Buy |
2,392
+455
| +23% | +$72.3K | 0.05% | 148 |
|
|
2024
Q1 | $340K | Sell |
1,937
-911
| -32% | -$160K | 0.05% | 157 |
|
|
2023
Q4 | $364K | Sell |
2,848
-229
| -7% | -$29.2K | 0.06% | 153 |
|
|
2023
Q3 | $340K | Sell |
3,077
-546
| -15% | -$60.4K | 0.07% | 133 |
|
|
2023
Q2 | $398K | Buy |
+3,623
| New | +$398K | 0.08% | 115 |
|
|
2022
Q1 | – | Sell |
-2,989
| Closed | -$283K | – | 199 |
|
|
2021
Q4 | $283K | Buy |
+2,989
| New | +$283K | 0.06% | 154 |
|
|
2021
Q3 | – | Sell |
-16,260
| Closed | -$219K | – | 185 |
|
|
2021
Q2 | $219K | Sell |
16,260
-253
| -2% | -$3.41K | 0.06% | 155 |
|
|
2021
Q1 | $217K | Buy |
16,513
+2,210
| +15% | +$29K | 0.06% | 155 |
|
|
2020
Q4 | $155K | Buy |
+14,303
| New | +$155K | 0.05% | 152 |
|