Tanglewood Legacy Advisors’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 | $658K | Hold |
2,556
| – | – | 0.27% | 50 |
|
|
2025
Q1 | $512K | Hold |
2,556
| – | – | 0.22% | 59 |
|
|
2024
Q4 | $426K | Hold |
2,556
| – | – | 0.18% | 66 |
|
|
2024
Q3 | $482K | Hold |
2,556
| – | – | 0.21% | 57 |
|
|
2024
Q2 | $406K | Sell |
2,556
-647
| -20% | -$103K | 0.19% | 59 |
|
|
2024
Q1 | $449K | Buy |
3,203
+33
| +1% | +$4.62K | 0.22% | 58 |
|
|
2023
Q4 | $323K | Hold |
3,170
| – | – | 0.18% | 65 |
|
|
2023
Q3 | $280K | Hold |
3,170
| – | – | 0.17% | 69 |
|
|
2023
Q2 | $278K | Sell |
3,170
-188
| -6% | -$16.5K | 0.16% | 68 |
|
|
2023
Q1 | $256K | Sell |
3,358
-944
| -22% | -$72K | 0.16% | 64 |
|
|
2022
Q4 | $225K | Buy |
+4,302
| New | +$225K | 0.16% | 51 |
|