SPW
Sonoma Private Wealth’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Buy |
2,178
+3
| +0.1% | +$772 | 0.69% | 40 |
|
|
2025
Q1 | $435K | Sell |
2,175
-66
| -3% | -$13.2K | 0.6% | 48 |
|
|
2024
Q4 | $374K | Buy |
2,241
+462
| +26% | +$77.1K | 0.6% | 55 |
|
|
2024
Q3 | $335K | Buy |
1,779
+1
| +0.1% | +$189 | 0.52% | 68 |
|
|
2024
Q2 | $283K | Buy |
1,778
+44
| +3% | +$7K | 0.46% | 69 |
|
|
2024
Q1 | $304K | Buy |
+1,734
| New | +$304K | 0.49% | 72 |
|