Smith Salley 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
$314K Buy
1,221
+79
+7% +$20.3K 0.02% 215
2025
Q1
$229K Buy
+1,142
New +$229K 0.02% 227
2024
Q4
Sell
-1,184
Closed -$223K 248
2024
Q3
$223K Buy
+1,184
New +$223K 0.01% 231
2019
Q3
Sell
-3,524
Closed -$185K 194
2019
Q2
$185K Sell
3,524
-250
-7% -$13.1K 0.03% 186
2019
Q1
$188K Buy
3,774
+270
+8% +$13.5K 0.03% 169
2018
Q4
$128K Sell
3,504
-2,735
-44% -$99.9K 0.02% 167
2018
Q3
$338K Hold
6,239
0.05% 144
2018
Q2
$407K Buy
6,239
+811
+15% +$52.9K 0.07% 126
2018
Q1
$350K Sell
5,428
-2,067
-28% -$133K 0.06% 134
2017
Q4
$626K Sell
7,495
-57,564
-88% -$4.81M 0.11% 111
2017
Q3
$7.54M Buy
65,059
+137
+0.2% +$15.9K 1.44% 20
2017
Q2
$8.4M Sell
64,922
-146
-0.2% -$18.9K 1.69% 14
2017
Q1
$9.29M Sell
65,068
-1,427
-2% -$204K 1.9% 9
2016
Q4
$10.1M Buy
66,495
+1,093
+2% +$165K 2.1% 9
2016
Q3
$9.28M Sell
65,402
-11,771
-15% -$1.67M 2.06% 8
2016
Q2
$11.6M Buy
77,173
+828
+1% +$125K 2.71% 2
2016
Q1
$11.6M Sell
76,345
-15,240
-17% -$2.32M 2.92% 3
2015
Q4
$13.7M Buy
91,585
+763
+0.8% +$114K 3.41% 2
2015
Q3
$11M Buy
90,822
+2,195
+2% +$265K 2.96% 3
2015
Q2
$11.3M Buy
88,627
+3,555
+4% +$453K 2.87% 3
2015
Q1
$10.1M Buy
85,072
+10,598
+14% +$1.26M 2.58% 3
2014
Q4
$9.02M Buy
74,474
+9,903
+15% +$1.2M 2.34% 5
2014
Q3
$7.93M Buy
64,571
+10,416
+19% +$1.28M 2.1% 5
2014
Q2
$6.82M Buy
54,155
+25,150
+87% +$3.17M 1.82% 8
2014
Q1
$3.6M Buy
29,005
+1,153
+4% +$143K 2.25% 11
2013
Q4
$3.74M Buy
27,852
+2,703
+11% +$363K 2.44% 9
2013
Q3
$2.88M Buy
25,149
+124
+0.5% +$14.2K 2.32% 18
2013
Q2
$2.78M Buy
+25,025
New +$2.78M 2.24% 17