Transform Wealth’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $10.4M | Buy |
51,620
+619
| +1% | +$124K | 0.63% | 53 |
|
|
2024
Q4 | $8.52M | Buy |
51,001
+6,375
| +14% | +$1.07M | 0.47% | 54 |
|
|
2024
Q3 | $8.43M | Buy |
+44,626
| New | +$8.43M | 0.56% | 54 |
|
|
2018
Q1 | – | Sell |
-3,249
| Closed | -$272K | – | 244 |
|
|
2017
Q4 | $272K | Sell |
3,249
-823
| -20% | -$68.9K | 0.05% | 222 |
|
|
2017
Q3 | $472K | Buy |
4,072
+189
| +5% | +$21.9K | 0.16% | 152 |
|
|
2017
Q2 | $503K | Sell |
3,883
-2,053
| -35% | -$266K | 0.57% | 44 |
|
|
2017
Q1 | $848K | Buy |
5,936
+53
| +0.9% | +$7.57K | 0.32% | 112 |
|
|
2016
Q4 | $891K | Buy |
5,883
+655
| +13% | +$99.2K | 0.35% | 97 |
|
|
2016
Q3 | $742K | Buy |
5,228
+49
| +0.9% | +$6.95K | 0.32% | 100 |
|
|
2016
Q2 | $781K | Buy |
+5,179
| New | +$781K | 0.33% | 104 |
|