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 |
|