OCPWS
One Charles Private Wealth Services’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
1,676
+5
| +0.3% | +$1.29K | 0.12% | 93 |
|
|
2025
Q1 | $334K | Sell |
1,671
-7
| -0.4% | -$1.4K | 0.11% | 98 |
|
|
2024
Q4 | $280K | Hold |
1,678
| – | – | 0.09% | 115 |
|
|
2024
Q3 | $316K | Hold |
1,678
| – | – | 0.12% | 114 |
|
|
2024
Q2 | $267K | Hold |
1,678
| – | – | 0.11% | 115 |
|
|
2024
Q1 | $295K | Sell |
1,678
-158
| -9% | -$27.7K | 0.13% | 112 |
|
|
2023
Q4 | $234K | Hold |
1,836
| – | – | 0.12% | 124 |
|
|
2023
Q3 | $203K | Hold |
1,836
| – | – | 0.12% | 122 |
|
|
2023
Q2 | $202K | Buy |
+1,836
| New | +$202K | 0.12% | 121 |
|
|
2021
Q4 | – | Sell |
-2,783
| Closed | -$287K | – | 125 |
|
|
2021
Q3 | $287K | Sell |
2,783
-11,695
| -81% | -$1.21M | 0.17% | 88 |
|
|
2021
Q2 | $195K | Buy |
+14,478
| New | +$195K | 0.13% | 107 |
|
|
2020
Q3 | – | Sell |
-16,944
| Closed | -$113K | – | 51 |
|
|
2020
Q2 | $113K | Buy |
+16,944
| New | +$113K | 0.06% | 91 |
|