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