Perigon 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 | $3.9M | Buy |
15,135
+477
| +3% | +$123K | 0.09% | 221 |
|
|
2025
Q1 | $2.93M | Sell |
14,658
-356
| -2% | -$71.3K | 0.08% | 254 |
|
|
2024
Q4 | $2.7M | Buy |
15,014
+1,222
| +9% | +$220K | 0.07% | 264 |
|
|
2024
Q3 | $2.6M | Sell |
13,792
-1,844
| -12% | -$348K | 0.07% | 247 |
|
|
2024
Q2 | $2.49M | Sell |
15,636
-112
| -0.7% | -$17.8K | 0.07% | 227 |
|
|
2024
Q1 | $2.21M | Buy |
15,748
+1,608
| +11% | +$225K | 0.07% | 239 |
|
|
2023
Q4 | $1.44M | Buy |
14,140
+308
| +2% | +$31.4K | 0.05% | 275 |
|
|
2023
Q3 | $1.22M | Sell |
13,832
-773
| -5% | -$68.2K | 0.05% | 275 |
|
|
2023
Q2 | $1.28M | Buy |
14,605
+1,450
| +11% | +$127K | 0.05% | 267 |
|
|
2023
Q1 | $1M | Sell |
13,155
-3,800
| -22% | -$290K | 0.06% | 266 |
|
|
2022
Q4 | $885K | Buy |
16,955
+657
| +4% | +$34.3K | 0.05% | 289 |
|
|
2022
Q3 | $629K | Buy |
16,298
+1,936
| +13% | +$74.7K | 0.05% | 284 |
|
|
2022
Q2 | $570K | Buy |
14,362
+1,921
| +15% | +$76.2K | 0.05% | 308 |
|
|
2022
Q1 | $709K | Buy |
12,441
+5,610
| +82% | +$320K | 0.05% | 287 |
|
|
2021
Q4 | $402K | Buy |
6,831
+369
| +6% | +$21.7K | 0.03% | 385 |
|
|
2021
Q3 | $415K | Buy |
6,462
+66
| +1% | +$4.24K | 0.04% | 344 |
|
|
2021
Q2 | $429K | Sell |
6,396
-231
| -3% | -$15.5K | 0.04% | 335 |
|
|
2021
Q1 | $434K | Buy |
6,627
+3,389
| +105% | +$222K | 0.04% | 320 |
|
|
2020
Q4 | $174K | Buy |
3,238
+58
| +2% | +$3.12K | 0.02% | 417 |
|
|
2020
Q3 | $99K | Sell |
3,180
-49
| -2% | -$1.53K | 0.01% | 368 |
|
|
2020
Q2 | $110K | Sell |
3,229
-3,512
| -52% | -$120K | 0.02% | 341 |
|
|
2020
Q1 | $240K | Buy |
6,741
+2,836
| +73% | +$101K | 0.04% | 276 |
|
|
2019
Q4 | $236K | Buy |
3,905
+165
| +4% | +$9.97K | 0.05% | 234 |
|
|
2019
Q3 | $166K | Buy |
3,740
+1,346
| +56% | +$59.7K | 0.04% | 231 |
|
|
2019
Q2 | $125K | Sell |
2,394
-186
| -7% | -$9.71K | 0.03% | 237 |
|
|
2019
Q1 | $117K | Sell |
2,580
-103
| -4% | -$4.67K | 0.03% | 219 |
|
|
2018
Q4 | $118K | Buy |
+2,683
| New | +$118K | 0.03% | 220 |
|
|
2018
Q3 | – | Sell |
-3,503
| Closed | -$229K | – | 253 |
|
|
2018
Q2 | $229K | Buy |
3,503
+2,797
| +396% | +$183K | 0.07% | 223 |
|
|
2018
Q1 | $46K | Sell |
706
-4,231
| -86% | -$276K | 0.02% | 319 |
|
|
2017
Q4 | $415K | Sell |
4,937
-1,901
| -28% | -$160K | 0.15% | 81 |
|
|
2017
Q3 | $800K | Sell |
6,838
-22,317
| -77% | -$2.61M | 0.26% | 86 |
|
|
2017
Q2 | $3.81M | Sell |
29,155
-9,773
| -25% | -$1.28M | 0.83% | 30 |
|
|
2017
Q1 | $5.58M | Sell |
38,928
-1,430
| -4% | -$205K | 1.19% | 15 |
|
|
2016
Q4 | $5.83M | Buy |
40,358
+12,074
| +43% | +$1.74M | 1.27% | 15 |
|
|
2016
Q3 | $4.03M | Buy |
28,284
+945
| +3% | +$135K | 1.04% | 27 |
|
|
2016
Q2 | $4.14M | Buy |
27,339
+26,296
| +2,521% | +$3.98M | 1.1% | 21 |
|
|
2016
Q1 | $159K | Sell |
1,043
-22,617
| -96% | -$3.45M | 0.05% | 153 |
|
|
2015
Q4 | $3.54M | Buy |
23,660
+10,330
| +77% | +$1.55M | 0.98% | 28 |
|
|
2015
Q3 | $1.62M | Buy |
13,330
+1,356
| +11% | +$164K | 0.48% | 56 |
|
|
2015
Q2 | $1.53M | Buy |
11,974
+888
| +8% | +$113K | 0.4% | 65 |
|
|
2015
Q1 | $1.32M | Buy |
11,086
+3,906
| +54% | +$464K | 0.36% | 72 |
|
|
2014
Q4 | $870K | Sell |
7,180
-2,250
| -24% | -$273K | 0.26% | 92 |
|
|
2014
Q3 | $1.16M | Sell |
9,430
-843
| -8% | -$104K | 0.34% | 72 |
|
|
2014
Q2 | $1.29M | Buy |
10,273
+812
| +9% | +$102K | 0.37% | 72 |
|
|
2014
Q1 | $1.17M | Buy |
9,461
+903
| +11% | +$112K | 0.65% | 42 |
|
|
2013
Q4 | $1.15M | Buy |
+8,558
| New | +$1.15M | 0.64% | 42 |
|