Taylor Hoffman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $341K | Sell |
2,143
-542
| -20% | -$86.2K | 0.14% | 86 |
|
|
2024
Q1 | $376K | Sell |
2,685
-138
| -5% | -$19.3K | 0.16% | 84 |
|
|
2023
Q4 | $288K | Hold |
2,823
| – | – | 0.13% | 94 |
|
|
2023
Q3 | $249K | Buy |
2,823
+376
| +15% | +$33.2K | 0.13% | 98 |
|
|
2023
Q2 | $215K | Buy |
+2,447
| New | +$215K | 0.11% | 109 |
|
|
2022
Q4 | – | Sell |
-5,517
| Closed | -$213K | – | 112 |
|
|
2022
Q3 | $213K | Hold |
5,517
| – | – | 0.11% | 118 |
|
|
2022
Q2 | $218K | Hold |
5,517
| – | – | 0.11% | 122 |
|
|
2022
Q1 | $314K | Sell |
5,517
-9
| -0.2% | -$512 | 0.13% | 110 |
|
|
2021
Q4 | $325K | Sell |
5,526
-50
| -0.9% | -$2.94K | 0.12% | 112 |
|
|
2021
Q3 | $368K | Buy |
5,576
+44
| +0.8% | +$2.9K | 0.16% | 102 |
|
|
2021
Q2 | $371K | Buy |
5,532
+8
| +0.1% | +$537 | 0.16% | 102 |
|
|
2021
Q1 | $362K | Sell |
5,524
-141
| -2% | -$9.24K | 0.17% | 103 |
|
|
2020
Q4 | $305K | Buy |
5,665
+141
| +3% | +$7.59K | 0.16% | 106 |
|
|
2020
Q3 | $172K | Hold |
5,524
| – | – | 0.1% | 115 |
|
|
2020
Q2 | $188K | Hold |
5,524
| – | – | 0.12% | 117 |
|
|
2020
Q1 | $219K | Sell |
5,524
-1,378
| -20% | -$54.6K | 0.21% | 103 |
|
|
2019
Q4 | $384K | Sell |
6,902
-632
| -8% | -$35.2K | 0.25% | 88 |
|
|
2019
Q3 | $336K | Buy |
7,534
+823
| +12% | +$36.7K | 0.24% | 90 |
|
|
2019
Q2 | $351K | Sell |
6,711
-2,417
| -26% | -$126K | 0.28% | 84 |
|
|
2019
Q1 | $454K | Sell |
9,128
-43
| -0.5% | -$2.14K | 0.34% | 75 |
|
|
2018
Q4 | $333K | Sell |
9,171
-2,126
| -19% | -$77.2K | 0.3% | 76 |
|
|
2018
Q3 | $611K | Sell |
11,297
-751
| -6% | -$40.6K | 0.48% | 58 |
|
|
2018
Q2 | $786K | Sell |
12,048
-1,423
| -11% | -$92.8K | 0.68% | 44 |
|
|
2018
Q1 | $870K | Buy |
13,471
+229
| +2% | +$14.8K | 0.8% | 39 |
|
|
2017
Q4 | $1.11M | Buy |
+13,242
| New | +$1.11M | 1.06% | 24 |
|