Secure Asset Management’s GE Aerospace GE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$753K Sell
2,925
-151
-5% -$38.9K 0.14% 151
2025
Q1
$616K Sell
3,076
-3,326
-52% -$666K 0.12% 155
2024
Q4
$1.07M Buy
6,402
+1,406
+28% +$234K 0.16% 127
2024
Q3
$942K Buy
4,996
+1,236
+33% +$233K 0.16% 134
2024
Q2
$598K Buy
3,760
+2,018
+116% +$321K 0.11% 155
2024
Q1
$244K Buy
+1,742
New +$244K 0.06% 205
2021
Q4
Sell
-5,210
Closed -$334K 210
2021
Q3
$334K Sell
5,210
-17
-0.3% -$1.09K 0.16% 108
2021
Q2
$351K Buy
5,227
+260
+5% +$17.5K 0.18% 114
2021
Q1
$325K Buy
4,967
+29
+0.6% +$1.9K 0.18% 118
2020
Q4
$266K Sell
4,938
-1,407
-22% -$75.8K 0.16% 122
2020
Q3
$197K Sell
6,345
-1,419
-18% -$44.1K 0.14% 137
2020
Q2
$264K Buy
+7,764
New +$264K 0.19% 122