Omnia Family Wealth’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 | $254K | Buy |
+985
| New | +$254K | 0.09% | 76 |
|
|
2023
Q1 | – | Sell |
-5,804
| Closed | -$303K | – | 68 |
|
|
2022
Q4 | $303K | Hold |
5,804
| – | – | 0.25% | 51 |
|
|
2022
Q3 | $224K | Hold |
5,804
| – | – | 0.18% | 52 |
|
|
2022
Q2 | $230K | Sell |
5,804
-66
| -1% | -$2.62K | 0.17% | 55 |
|
|
2022
Q1 | $335K | Hold |
5,870
| – | – | 0.22% | 52 |
|
|
2021
Q4 | $346K | Hold |
5,870
| – | – | 0.21% | 57 |
|
|
2021
Q3 | $377K | Sell |
5,870
-2
| -0% | -$128 | 0.26% | 50 |
|
|
2021
Q2 | $394K | Hold |
5,872
| – | – | 0.25% | 47 |
|
|
2021
Q1 | $385K | Sell |
5,872
-361
| -6% | -$23.7K | 0.29% | 46 |
|
|
2020
Q4 | $336K | Buy |
6,233
+63
| +1% | +$3.39K | 0.31% | 54 |
|
|
2020
Q3 | $192K | Buy |
6,170
+1
| +0% | +$31 | 0.18% | 68 |
|
|
2020
Q2 | $210K | Sell |
6,169
-99
| -2% | -$3.38K | 0.21% | 66 |
|
|
2020
Q1 | $248K | Buy |
6,268
+26
| +0.4% | +$1.03K | 0.26% | 58 |
|
|
2019
Q4 | $347K | Buy |
6,242
+95
| +2% | +$5.28K | 0.16% | 65 |
|
|
2019
Q3 | $274K | Sell |
6,147
-73
| -1% | -$3.25K | 0.2% | 64 |
|
|
2019
Q2 | $326K | Hold |
6,220
| – | – | 0.16% | 65 |
|
|
2019
Q1 | $310K | Sell |
6,220
-173
| -3% | -$8.62K | 0.15% | 66 |
|
|
2018
Q4 | $232K | Sell |
6,393
-1,001
| -14% | -$36.3K | 0.13% | 77 |
|
|
2018
Q3 | $404K | Sell |
7,394
-142
| -2% | -$7.76K | 0.19% | 51 |
|
|
2018
Q2 | $496K | Buy |
7,536
+37
| +0.5% | +$2.44K | 0.23% | 46 |
|
|
2018
Q1 | $489K | Sell |
7,499
-408
| -5% | -$26.6K | 0.22% | 43 |
|
|
2017
Q4 | $666K | Sell |
7,907
-1,362
| -15% | -$115K | 0.3% | 33 |
|
|
2017
Q3 | $1.09M | Buy |
9,269
+39
| +0.4% | +$4.57K | 0.53% | 21 |
|
|
2017
Q2 | $1.21M | Sell |
9,230
-607
| -6% | -$79.2K | 0.58% | 20 |
|
|
2017
Q1 | $1.41M | Sell |
9,837
-843
| -8% | -$120K | 0.68% | 20 |
|
|
2016
Q4 | $1.63M | Buy |
+10,680
| New | +$1.63M | 0.81% | 19 |
|