PYA Waltman Capital’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	$703K	Hold	2,730	–	–	0.2%	55
2025 Q1	$546K	Hold	2,730	–	–	0.17%	56
2024 Q4	$455K	Hold	2,730	–	–	0.15%	58
2024 Q3	$515K	Hold	2,730	–	–	0.17%	57
2024 Q2	$434K	Sell	2,730 -691	-20%	-$110K	0.16%	56
2024 Q1	$479K	Hold	3,421	–	–	0.18%	56
2023 Q4	$348K	Hold	3,421	–	–	0.15%	55
2023 Q3	$302K	Sell	3,421 -136	-4%	-$12K	0.13%	54
2023 Q2	$328K	Buy	3,557 +136	+4%	+$12.5K	0.14%	54
2023 Q1	$261K	Sell	3,421 -961	-22%	-$73.3K	0.13%	56
2022 Q4	$229K	Hold	4,382	–	–	0.12%	56
2022 Q3	$169K	Hold	4,382	–	–	0.1%	58
2022 Q2	$174K	Hold	4,382	–	–	0.1%	47
2022 Q1	$250K	Hold	4,382	–	–	0.12%	38
2021 Q4	$258K	Hold	4,382	–	–	0.13%	35
2021 Q3	$281K	Sell	4,382 -1	-0%	-$64	0.15%	33
2021 Q2	$294K	Hold	4,383	–	–	0.15%	35
2021 Q1	$287K	Hold	4,383	–	–	0.16%	32
2020 Q4	$236K	Hold	4,383	–	–	0.14%	37
2020 Q3	$136K	Hold	4,383	–	–	0.1%	37
2020 Q2	$149K	Hold	4,383	–	–	0.12%	32
2020 Q1	$173K	Sell	4,383 -2,347	-35%	-$92.6K	0.18%	28
2019 Q4	$374K	Buy	+6,730	New	+$374K	0.34%	21