Rockbridge Investment 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 | $2.39M | Buy |
9,285
+6,557
| +240% | +$1.69M | 0.26% | 34 |
|
2025
Q1 | $546K | Sell |
2,728
-158
| -5% | -$31.6K | 0.06% | 80 |
|
2024
Q4 | $481K | Sell |
2,886
-214
| -7% | -$35.7K | 0.06% | 86 |
|
2024
Q3 | $585K | Sell |
3,100
-1,080
| -26% | -$204K | 0.08% | 76 |
|
2024
Q2 | $665K | Buy |
4,180
+1,505
| +56% | +$239K | 0.09% | 63 |
|
2024
Q1 | $375K | Sell |
2,675
-73
| -3% | -$10.2K | 0.05% | 89 |
|
2023
Q4 | $280K | Sell |
2,748
-119
| -4% | -$12.1K | 0.04% | 96 |
|
2023
Q3 | $253K | Buy |
2,867
+391
| +16% | +$34.5K | 0.04% | 95 |
|
2023
Q2 | $217K | Buy |
+2,476
| New | +$217K | 0.04% | 102 |
|
2022
Q3 | – | Sell |
-4,873
| Closed | -$193K | – | 293 |
|
2022
Q2 | $193K | Sell |
4,873
-3,528
| -42% | -$140K | 0.04% | 98 |
|
2022
Q1 | $484K | Sell |
8,401
-336
| -4% | -$19.4K | 0.07% | 100 |
|
2021
Q4 | $514K | Buy |
8,737
+1,578
| +22% | +$92.8K | 0.08% | 107 |
|
2021
Q3 | $460K | Buy |
7,159
+442
| +7% | +$28.4K | 0.08% | 101 |
|
2021
Q2 | $451K | Buy |
6,717
+46
| +0.7% | +$3.09K | 0.08% | 104 |
|
2021
Q1 | $437K | Sell |
6,671
-565
| -8% | -$37K | 0.08% | 98 |
|
2020
Q4 | $389K | Sell |
7,236
-544
| -7% | -$29.2K | 0.08% | 104 |
|
2020
Q3 | $242K | Sell |
7,780
-248
| -3% | -$7.71K | 0.06% | 117 |
|
2020
Q2 | $273K | Buy |
+8,028
| New | +$273K | 0.07% | 106 |
|