Smith & Howard 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 | $284K | Sell |
1,103
-2
| -0.2% | -$515 | 0.07% | 62 |
|
|
2025
Q1 | $221K | Buy |
+1,105
| New | +$221K | 0.06% | 74 |
|
|
2024
Q4 | – | Sell |
-1,105
| Closed | -$208K | – | 84 |
|
|
2024
Q3 | $208K | Buy |
+1,105
| New | +$208K | 0.06% | 79 |
|
|
2021
Q1 | – | Sell |
-2,042
| Closed | -$110K | – | 65 |
|
|
2020
Q4 | $110K | Hold |
2,042
| – | – | 0.06% | 64 |
|
|
2020
Q3 | $63K | Hold |
2,042
| – | – | 0.04% | 64 |
|
|
2020
Q2 | $70K | Buy |
+2,042
| New | +$70K | 0.04% | 65 |
|
|
2017
Q1 | – | Sell |
-1,356
| Closed | -$205K | – | 59 |
|
|
2016
Q4 | $205K | Sell |
1,356
-312
| -19% | -$47.2K | 0.11% | 42 |
|
|
2016
Q3 | $237K | Sell |
1,668
-572
| -26% | -$81.3K | 0.12% | 36 |
|
|
2016
Q2 | $338K | Sell |
2,240
-931
| -29% | -$140K | 0.16% | 35 |
|
|
2016
Q1 | $483K | Buy |
3,171
+413
| +15% | +$62.9K | 0.2% | 30 |
|
|
2015
Q4 | $412K | Buy |
2,758
+555
| +25% | +$82.9K | 0.2% | 35 |
|
|
2015
Q3 | $266K | Sell |
2,203
-23
| -1% | -$2.78K | 0.13% | 38 |
|
|
2015
Q2 | $283K | Hold |
2,226
| – | – | 0.12% | 49 |
|
|
2015
Q1 | $265K | Buy |
+2,226
| New | +$265K | 0.11% | 55 |
|
|
2014
Q1 | – | Sell |
-1,357
| Closed | -$182K | – | 102 |
|
|
2013
Q4 | $182K | Sell |
1,357
-300
| -18% | -$40.2K | 0.1% | 37 |
|
|
2013
Q3 | $190K | Hold |
1,657
| – | – | 0.11% | 35 |
|
|
2013
Q2 | $184K | Buy |
+1,657
| New | +$184K | 0.12% | 37 |
|