RSWM
Robertson Stephens Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,927
| Closed | -$787K | – | 556 |
|
|
2025
Q1 | $787K | Sell |
3,927
-313
| -7% | -$62.8K | 0.03% | 287 |
|
|
2024
Q4 | $707K | Buy |
+4,240
| New | +$707K | 0.03% | 303 |
|
|
2024
Q2 | – | Sell |
-5,482
| Closed | -$962K | – | 511 |
|
|
2024
Q1 | $962K | Buy |
5,482
+1,080
| +25% | +$190K | 0.05% | 236 |
|
|
2023
Q4 | $562K | Buy |
4,402
+159
| +4% | +$20.3K | 0.03% | 291 |
|
|
2023
Q3 | $469K | Buy |
4,243
+1,137
| +37% | +$126K | 0.03% | 314 |
|
|
2023
Q2 | $341K | Sell |
3,106
-52
| -2% | -$5.71K | 0.02% | 335 |
|
|
2023
Q1 | $302K | Sell |
3,158
-134
| -4% | -$12.8K | 0.02% | 368 |
|
|
2022
Q4 | $276K | Sell |
3,292
-39
| -1% | -$3.27K | 0.03% | 345 |
|
|
2022
Q3 | $206K | Buy |
3,331
+174
| +6% | +$10.8K | 0.02% | 338 |
|
|
2022
Q2 | $201K | Buy |
+3,157
| New | +$201K | 0.02% | 356 |
|
|
2021
Q3 | – | Sell |
-11,957
| Closed | -$161K | – | 322 |
|
|
2021
Q2 | $161K | Sell |
11,957
-480
| -4% | -$6.46K | 0.02% | 323 |
|
|
2021
Q1 | $163K | Buy |
12,437
+1,773
| +17% | +$23.2K | 0.03% | 279 |
|
|
2020
Q4 | $115K | Sell |
10,664
-236
| -2% | -$2.55K | 0.02% | 245 |
|
|
2020
Q3 | $68K | Buy |
+10,900
| New | +$68K | 0.02% | 237 |
|