Stockman 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
$272K Hold
1,055
0.04% 142
2025
Q1
$211K Buy
+1,055
New +$211K 0.03% 155
2024
Q4
Sell
-1,271
Closed -$240K 172
2024
Q3
$240K Buy
1,271
+5
+0.4% +$943 0.04% 159
2024
Q2
$201K Sell
1,266
-269
-18% -$42.8K 0.04% 170
2024
Q1
$215K Buy
+1,535
New +$215K 0.04% 166
2022
Q1
Sell
-12,854
Closed -$757K 205
2021
Q4
$757K Sell
12,854
-89,959
-87% -$5.3M 0.15% 84
2021
Q3
$6.6M Buy
102,813
+1,877
+2% +$120K 1.47% 19
2021
Q2
$6.77M Buy
100,936
+1,965
+2% +$132K 1.62% 18
2021
Q1
$6.48M Sell
98,971
-4,953
-5% -$324K 1.8% 17
2020
Q4
$5.59M Sell
103,924
-6,414
-6% -$345K 1.72% 18
2020
Q3
$3.43M Buy
110,338
+9,690
+10% +$301K 1.25% 33
2020
Q2
$3.43M Buy
100,648
+14,465
+17% +$492K 1.28% 32
2020
Q1
$3.41M Buy
86,183
+6,315
+8% +$250K 1.51% 25
2019
Q4
$4.44M Sell
79,868
-756
-0.9% -$42K 1.58% 20
2019
Q3
$3.59M Buy
80,624
+8,739
+12% +$389K 1.38% 28
2019
Q2
$3.76M Buy
71,885
+3,022
+4% +$158K 1.54% 24
2019
Q1
$3.43M Buy
68,863
+7,120
+12% +$355K 1.5% 27
2018
Q4
$2.24M Sell
61,743
-8,770
-12% -$318K 1.07% 34
2018
Q3
$3.82M Buy
70,513
+3,100
+5% +$168K 1.64% 23
2018
Q2
$4.4M Buy
67,413
+4,469
+7% +$291K 2.01% 15
2018
Q1
$4.07M Buy
62,944
+21,059
+50% +$1.36M 1.86% 16
2017
Q4
$3.5M Sell
41,885
-2,834
-6% -$237K 1.57% 24
2017
Q3
$5.18M Buy
44,719
+25,750
+136% +$2.98M 2.48% 5
2017
Q2
$2.46M Sell
18,969
-14,171
-43% -$1.83M 2.45% 5
2017
Q1
$4.73M Buy
33,140
+2,133
+7% +$305K 2.69% 7
2016
Q4
$4.7M Buy
31,007
+1,091
+4% +$165K 2.86% 2
2016
Q3
$4.25M Buy
29,916
+1,293
+5% +$184K 2.63% 8
2016
Q2
$4.32M Buy
28,623
+90
+0.3% +$13.6K 3.38% 5
2016
Q1
$4.35M Sell
28,533
-703
-2% -$107K 3.45% 4
2015
Q4
$4.37M Sell
29,236
-859
-3% -$128K 3.53% 4
2015
Q3
$3.64M Buy
30,095
+1,695
+6% +$205K 3.14% 8
2015
Q2
$3.62M Buy
28,400
+301
+1% +$38.3K 3.08% 7
2015
Q1
$3.34M Buy
28,099
+1,537
+6% +$183K 2.85% 9
2014
Q4
$3.22M Buy
+26,562
New +$3.22M 2.75% 8