SWM
Segment Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Sell |
8,563
-132
| -2% | -$34K | 0.14% | 101 |
|
|
2025
Q1 | $1.74M | Sell |
8,695
-135
| -2% | -$27K | 0.12% | 104 |
|
|
2024
Q4 | $1.47M | Sell |
8,830
-265
| -3% | -$44.2K | 0.1% | 121 |
|
|
2024
Q3 | $1.72M | Sell |
9,095
-300
| -3% | -$56.6K | 0.12% | 108 |
|
|
2024
Q2 | $1.49M | Buy |
9,395
+7,348
| +359% | +$1.17M | 0.11% | 117 |
|
|
2024
Q1 | $359K | Buy |
+2,047
| New | +$359K | 0.03% | 206 |
|
|
2020
Q3 | – | Sell |
-69,330
| Closed | -$474K | – | 206 |
|
|
2020
Q2 | $474K | Sell |
69,330
-9,102
| -12% | -$62.2K | 0.09% | 135 |
|
|
2020
Q1 | $623K | Buy |
78,432
+1,802
| +2% | +$14.3K | 0.14% | 103 |
|
|
2019
Q4 | $855K | Buy |
+76,630
| New | +$855K | 0.14% | 109 |
|
|
2018
Q3 | – | Sell |
-17,628
| Closed | -$240K | – | 222 |
|
|
2018
Q2 | $240K | Sell |
17,628
-2,008
| -10% | -$27.3K | 0.06% | 180 |
|
|
2018
Q1 | $265K | Sell |
19,636
-4,086
| -17% | -$55.1K | 0.07% | 161 |
|
|
2017
Q4 | $414K | Sell |
23,722
-883
| -4% | -$15.4K | 0.1% | 138 |
|
|
2017
Q3 | $596K | Sell |
24,605
-5,559
| -18% | -$135K | 0.16% | 117 |
|
|
2017
Q2 | $815K | Sell |
30,164
-4,150
| -12% | -$112K | 0.22% | 98 |
|
|
2017
Q1 | $1.02M | Sell |
34,314
-85,985
| -71% | -$2.56M | 0.33% | 85 |
|
|
2016
Q4 | $3.8M | Buy |
120,299
+1,028
| +0.9% | +$32.5K | 1.39% | 17 |
|
|
2016
Q3 | $3.53M | Sell |
119,271
-424
| -0.4% | -$12.6K | 1.39% | 19 |
|
|
2016
Q2 | $3.77M | Sell |
119,695
-13,045
| -10% | -$411K | 1.56% | 17 |
|
|
2016
Q1 | $4.22M | Buy |
132,740
+916
| +0.7% | +$29.1K | 1.58% | 12 |
|
|
2015
Q4 | $4.11M | Sell |
131,824
-1,708
| -1% | -$53.2K | 1.56% | 13 |
|
|
2015
Q3 | $3.37M | Buy |
133,532
+6,466
| +5% | +$163K | 1.29% | 20 |
|
|
2015
Q2 | $3.38M | Sell |
127,066
-128
| -0.1% | -$3.4K | 1.17% | 26 |
|
|
2015
Q1 | $3.16M | Buy |
127,194
+19,401
| +18% | +$482K | 1.05% | 28 |
|
|
2014
Q4 | $2.72M | Buy |
107,793
+3,538
| +3% | +$89.4K | 1.05% | 30 |
|
|
2014
Q3 | $2.67M | Buy |
104,255
+8,329
| +9% | +$213K | 1.02% | 25 |
|
|
2014
Q2 | $2.52M | Buy |
95,926
+5,127
| +6% | +$135K | 0.98% | 26 |
|
|
2014
Q1 | $2.35M | Buy |
90,799
+8,751
| +11% | +$227K | 1.09% | 27 |
|
|
2013
Q4 | $2.3M | Buy |
82,048
+7,976
| +11% | +$224K | 1.13% | 21 |
|
|
2013
Q3 | $1.77M | Buy |
74,072
+1,475
| +2% | +$35.2K | 0.96% | 29 |
|
|
2013
Q2 | $1.68M | Buy |
+72,597
| New | +$1.68M | 1.01% | 27 |
|