Spartan Planning & 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
$509K Sell
1,978
-140
-7% -$36K 0.44% 41
2025
Q1
$424K Buy
2,118
+863
+69% +$173K 0.41% 43
2024
Q4
$209K Buy
+1,255
New +$209K 0.19% 69
2023
Q4
$200K Buy
1,967
+1,515
+335% +$154K 0.21% 56
2023
Q3
$39.9K Buy
+452
New +$39.9K 0.05% 92
2022
Q4
$47.2K Buy
+904
New +$47.2K 0.06% 98