The Family Firm’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 | – | Sell |
-1,511
| Closed | -$302K | – | 122 |
|
|
2025
Q1 | $302K | Sell |
1,511
-8
| -0.5% | -$1.6K | 0.07% | 163 |
|
|
2024
Q4 | $253K | Sell |
1,519
-6
| -0.4% | -$1K | 0.06% | 183 |
|
|
2024
Q3 | $288K | Buy |
1,525
+59
| +4% | +$11.1K | 0.06% | 170 |
|
|
2024
Q2 | $233K | Sell |
1,466
-350
| -19% | -$55.7K | 0.05% | 181 |
|
|
2024
Q1 | $254K | Buy |
+1,816
| New | +$254K | 0.06% | 172 |
|
|
2021
Q3 | – | Sell |
-2,163
| Closed | -$145K | – | 180 |
|
|
2021
Q2 | $145K | Hold |
2,163
| – | – | 0.04% | 174 |
|
|
2021
Q1 | $142K | Buy |
2,163
+3
| +0.1% | +$197 | 0.04% | 170 |
|
|
2020
Q4 | $122K | Buy |
2,160
+1
| +0% | +$56 | 0.04% | 166 |
|
|
2020
Q3 | $67K | Sell |
2,159
-176
| -8% | -$5.46K | 0.02% | 141 |
|
|
2020
Q2 | $79K | Sell |
2,335
-263
| -10% | -$8.9K | 0.03% | 139 |
|
|
2020
Q1 | $103K | Sell |
2,598
-241
| -8% | -$9.56K | 0.04% | 128 |
|
|
2019
Q4 | $158K | Buy |
+2,839
| New | +$158K | 0.05% | 147 |
|
|
2018
Q2 | – | Sell |
-3,488
| Closed | -$225K | – | 135 |
|
|
2018
Q1 | $225K | Sell |
3,488
-664
| -16% | -$42.8K | 0.09% | 126 |
|
|
2017
Q4 | $347K | Sell |
4,152
-12
| -0.3% | -$1K | 0.14% | 92 |
|
|
2017
Q3 | $483K | Sell |
4,164
-62
| -1% | -$7.19K | 0.2% | 69 |
|
|
2017
Q2 | $547K | Buy |
4,226
+202
| +5% | +$26.1K | 0.24% | 62 |
|
|
2017
Q1 | $575K | Buy |
4,024
+58
| +1% | +$8.29K | 0.27% | 59 |
|
|
2016
Q4 | $601K | Sell |
3,966
-32
| -0.8% | -$4.85K | 0.28% | 58 |
|
|
2016
Q3 | $568K | Buy |
3,998
+37
| +0.9% | +$5.26K | 0.27% | 60 |
|
|
2016
Q2 | $598K | Sell |
3,961
-36
| -0.9% | -$5.44K | 0.3% | 54 |
|
|
2016
Q1 | $609K | Sell |
3,997
-78
| -2% | -$11.9K | 0.31% | 55 |
|
|
2015
Q4 | $608K | Sell |
4,075
-87
| -2% | -$13K | 0.32% | 55 |
|
|
2015
Q3 | $503K | Buy |
4,162
+181
| +5% | +$21.9K | 0.27% | 60 |
|
|
2015
Q2 | $507K | Sell |
3,981
-237
| -6% | -$30.2K | 0.26% | 58 |
|
|
2015
Q1 | $502K | Buy |
4,218
+90
| +2% | +$10.7K | 0.26% | 56 |
|
|
2014
Q4 | $500K | Buy |
+4,128
| New | +$500K | 0.26% | 59 |
|