PBMares Wealth 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 | $359K | Sell |
1,395
-48
| -3% | -$12.4K | 0.07% | 134 |
|
2025
Q1 | $289K | Buy |
1,443
+200
| +16% | +$40K | 0.06% | 149 |
|
2024
Q4 | $207K | Hold |
1,243
| – | – | 0.04% | 184 |
|
2024
Q3 | $234K | Buy |
+1,243
| New | +$234K | 0.05% | 169 |
|
2024
Q2 | – | Sell |
-1,579
| Closed | -$221K | – | 185 |
|
2024
Q1 | $221K | Buy |
+1,579
| New | +$221K | 0.06% | 165 |
|
2021
Q3 | – | Sell |
-2,955
| Closed | -$198K | – | 150 |
|
2021
Q2 | $198K | Hold |
2,955
| – | – | 0.11% | 145 |
|
2021
Q1 | $193K | Sell |
2,955
-821
| -22% | -$53.6K | 0.16% | 140 |
|
2020
Q4 | $203K | Sell |
3,776
-361
| -9% | -$19.4K | 0.23% | 120 |
|
2020
Q3 | $128K | Buy |
4,137
+6
| +0.1% | +$186 | 0.19% | 105 |
|
2020
Q2 | $141K | Sell |
4,131
-40
| -1% | -$1.37K | 0.21% | 103 |
|
2020
Q1 | $165K | Buy |
4,171
+40
| +1% | +$1.58K | 0.26% | 104 |
|
2019
Q4 | $230K | Buy |
+4,131
| New | +$230K | 0.27% | 107 |
|