SWA
SOA Wealth Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
814
+36
| +5% | +$9.26K | 0.04% | 192 |
|
|
2025
Q1 | $156K | Hold |
778
| – | – | 0.03% | 212 |
|
|
2024
Q4 | $130K | Buy |
778
+3
| +0.4% | +$500 | 0.02% | 225 |
|
|
2024
Q3 | $146K | Sell |
775
-18
| -2% | -$3.4K | 0.03% | 213 |
|
|
2024
Q2 | $126K | Sell |
793
-5
| -0.6% | -$795 | 0.03% | 222 |
|
|
2024
Q1 | $140K | Hold |
798
| – | – | 0.03% | 214 |
|
|
2023
Q4 | $102K | Sell |
798
-26
| -3% | -$3.32K | 0.02% | 233 |
|
|
2023
Q3 | $91.1K | Sell |
824
-502
| -38% | -$55.5K | 0.02% | 234 |
|
|
2023
Q2 | $146K | Sell |
1,326
-129
| -9% | -$14.2K | 0.03% | 193 |
|
|
2023
Q1 | $139K | Buy |
1,455
+28
| +2% | +$2.68K | 0.03% | 194 |
|
|
2022
Q4 | $120K | Buy |
1,427
+488
| +52% | +$40.9K | 0.03% | 205 |
|
|
2022
Q3 | $58K | Hold |
939
| – | – | 0.02% | 245 |
|
|
2022
Q2 | $59K | Sell |
939
-2
| -0.2% | -$126 | 0.02% | 248 |
|
|
2022
Q1 | $86K | Hold |
941
| – | – | 0.02% | 246 |
|
|
2021
Q4 | $89K | Hold |
941
| – | – | 0.02% | 231 |
|
|
2021
Q3 | $96K | Sell |
941
-6,648
| -88% | -$678K | 0.02% | 222 |
|
|
2021
Q2 | $102K | Sell |
7,589
-41
| -0.5% | -$551 | 0.03% | 212 |
|
|
2021
Q1 | $100K | Sell |
7,630
-461
| -6% | -$6.04K | 0.03% | 193 |
|
|
2020
Q4 | $92K | Buy |
+8,091
| New | +$92K | 0.03% | 201 |
|