Sheets Smith Wealth 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 | $819K | Buy |
3,181
+351
| +12% | +$90.3K | 0.1% | 199 |
|
2025
Q1 | $566K | Buy |
+2,830
| New | +$566K | 0.07% | 235 |
|
2024
Q1 | – | Sell |
-38,867
| Closed | -$96.2K | – | 388 |
|
2023
Q4 | $96.2K | Buy |
+38,867
| New | +$96.2K | 0.01% | 339 |
|
2021
Q3 | – | Sell |
-2,134
| Closed | -$143K | – | 366 |
|
2021
Q2 | $143K | Sell |
2,134
-40
| -2% | -$2.68K | 0.02% | 354 |
|
2021
Q1 | $142K | Buy |
+2,174
| New | +$142K | 0.02% | 325 |
|
2020
Q4 | – | Sell |
-2,019
| Closed | -$63K | – | 340 |
|
2020
Q3 | $63K | Buy |
+2,019
| New | +$63K | 0.01% | 294 |
|
2018
Q4 | – | Sell |
-3,300
| Closed | -$179K | – | 293 |
|
2018
Q3 | $179K | Sell |
3,300
-1,083
| -25% | -$58.7K | 0.04% | 326 |
|
2018
Q2 | $286K | Buy |
4,383
+1,035
| +31% | +$67.5K | 0.07% | 270 |
|
2018
Q1 | $216K | Sell |
3,348
-662
| -17% | -$42.7K | 0.05% | 289 |
|
2017
Q4 | $335K | Sell |
4,010
-51
| -1% | -$4.26K | 0.08% | 249 |
|
2017
Q3 | $471K | Sell |
4,061
-9,590
| -70% | -$1.11M | 0.12% | 190 |
|
2017
Q2 | $1.77M | Sell |
13,651
-813
| -6% | -$105K | 0.47% | 66 |
|
2017
Q1 | $2.07M | Buy |
14,464
+2,022
| +16% | +$289K | 0.55% | 55 |
|
2016
Q4 | $1.88M | Buy |
12,442
+29
| +0.2% | +$4.39K | 0.53% | 55 |
|
2016
Q3 | $1.76M | Buy |
12,413
+343
| +3% | +$48.7K | 0.5% | 57 |
|
2016
Q2 | $1.82M | Buy |
12,070
+8,555
| +243% | +$1.29M | 0.53% | 57 |
|
2016
Q1 | $535K | Buy |
3,515
+78
| +2% | +$11.9K | 0.16% | 150 |
|
2015
Q4 | $513K | Buy |
3,437
+47
| +1% | +$7.02K | 0.16% | 153 |
|
2015
Q3 | $410K | Buy |
3,390
+66
| +2% | +$7.98K | 0.14% | 144 |
|
2015
Q2 | $423K | Buy |
3,324
+2
| +0.1% | +$255 | 0.12% | 170 |
|
2015
Q1 | $395K | Sell |
3,322
-251
| -7% | -$29.8K | 0.11% | 172 |
|
2014
Q4 | $433K | Buy |
3,573
+105
| +3% | +$12.7K | 0.11% | 178 |
|
2014
Q3 | $426K | Buy |
3,468
+4
| +0.1% | +$491 | 0.12% | 175 |
|
2014
Q2 | $436K | Sell |
3,464
-92
| -3% | -$11.6K | 0.12% | 183 |
|
2014
Q1 | $441K | Sell |
3,556
-72
| -2% | -$8.93K | 0.12% | 183 |
|
2013
Q4 | $487K | Buy |
3,628
+4
| +0.1% | +$537 | 0.13% | 183 |
|
2013
Q3 | $415K | Sell |
3,624
-299
| -8% | -$34.2K | 0.14% | 175 |
|
2013
Q2 | $436K | Buy |
+3,923
| New | +$436K | 0.15% | 177 |
|