TSWM
Triangle Securities Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Sell |
2,387
-315
| -12% | -$81.1K | 0.15% | 139 |
|
|
2025
Q1 | $541K | Buy |
2,702
+93
| +4% | +$18.6K | 0.14% | 145 |
|
|
2024
Q4 | $435K | Sell |
2,609
-85
| -3% | -$14.2K | 0.11% | 155 |
|
|
2024
Q3 | $508K | Sell |
2,694
-15
| -0.6% | -$2.83K | 0.13% | 150 |
|
|
2024
Q2 | $431K | Sell |
2,709
-78
| -3% | -$12.4K | 0.12% | 156 |
|
|
2024
Q1 | $489K | Buy |
2,787
+178
| +7% | +$31.2K | 0.14% | 144 |
|
|
2023
Q4 | $333K | Hold |
2,609
| – | – | 0.1% | 170 |
|
|
2023
Q3 | $288K | Hold |
2,609
| – | – | 0.1% | 167 |
|
|
2023
Q2 | $287K | Hold |
2,609
| – | – | 0.1% | 166 |
|
|
2023
Q1 | $249K | Hold |
2,609
| – | – | 0.09% | 174 |
|
|
2022
Q4 | $219K | Buy |
+2,609
| New | +$219K | 0.08% | 178 |
|
|
2022
Q1 | – | Sell |
-2,609
| Closed | -$246K | – | 176 |
|
|
2021
Q4 | $246K | Hold |
2,609
| – | – | 0.08% | 168 |
|
|
2021
Q3 | $269K | Sell |
2,609
-18,290
| -88% | -$1.89M | 0.09% | 159 |
|
|
2021
Q2 | $281K | Sell |
20,899
-1,540
| -7% | -$20.7K | 0.1% | 160 |
|
|
2021
Q1 | $295K | Hold |
22,439
| – | – | 0.11% | 157 |
|
|
2020
Q4 | $242K | Sell |
22,439
-1,250
| -5% | -$13.5K | 0.1% | 159 |
|
|
2020
Q3 | $148K | Sell |
23,689
-2,710
| -10% | -$16.9K | 0.07% | 160 |
|
|
2020
Q2 | $180K | Hold |
26,399
| – | – | 0.09% | 159 |
|
|
2020
Q1 | $210K | Hold |
26,399
| – | – | 0.12% | 143 |
|
|
2019
Q4 | $295K | Sell |
26,399
-763
| -3% | -$8.53K | 0.13% | 132 |
|
|
2019
Q3 | $243K | Sell |
27,162
-100
| -0.4% | -$895 | 0.12% | 140 |
|
|
2019
Q2 | $278K | Sell |
27,262
-2,016
| -7% | -$20.6K | 0.14% | 129 |
|
|
2019
Q1 | $292K | Sell |
29,278
-1,414
| -5% | -$14.1K | 0.15% | 125 |
|
|
2018
Q4 | $232K | Sell |
30,692
-10,490
| -25% | -$79.3K | 0.14% | 131 |
|
|
2018
Q3 | $465K | Buy |
41,182
+91
| +0.2% | +$1.03K | 0.25% | 101 |
|
|
2018
Q2 | $559K | Sell |
41,091
-1,155
| -3% | -$15.7K | 0.31% | 91 |
|
|
2018
Q1 | $569K | Buy |
42,246
+2,451
| +6% | +$33K | 0.33% | 89 |
|
|
2017
Q4 | $694K | Sell |
39,795
-71,517
| -64% | -$1.25M | 0.4% | 74 |
|
|
2017
Q3 | $2.69M | Sell |
111,312
-543
| -0.5% | -$13.1K | 1.6% | 14 |
|
|
2017
Q2 | $3.02M | Buy |
111,855
+2,395
| +2% | +$64.7K | 2% | 9 |
|
|
2017
Q1 | $3.26M | Sell |
109,460
-6,235
| -5% | -$186K | 2.08% | 7 |
|
|
2016
Q4 | $3.66M | Buy |
115,695
+1,906
| +2% | +$60.2K | 2.44% | 5 |
|
|
2016
Q3 | $3.37M | Sell |
113,789
-1,568
| -1% | -$46.4K | 2.33% | 6 |
|
|
2016
Q2 | $3.63M | Sell |
115,357
-6,564
| -5% | -$207K | 2.71% | 5 |
|
|
2016
Q1 | $3.88M | Buy |
121,921
+1,122
| +0.9% | +$35.7K | 2.53% | 4 |
|
|
2015
Q4 | $3.76M | Buy |
120,799
+828
| +0.7% | +$25.8K | 2.52% | 5 |
|
|
2015
Q3 | $3.03M | Buy |
119,971
+550
| +0.5% | +$13.9K | 2.29% | 8 |
|
|
2015
Q2 | $3.17M | Buy |
119,421
+438
| +0.4% | +$11.6K | 2.24% | 8 |
|
|
2015
Q1 | $2.95M | Buy |
118,983
+6,383
| +6% | +$158K | 2.04% | 10 |
|
|
2014
Q4 | $2.85M | Buy |
112,600
+48,022
| +74% | +$1.21M | 2.02% | 10 |
|
|
2014
Q3 | $1.65M | Buy |
64,578
+6,848
| +12% | +$175K | 1.27% | 22 |
|
|
2014
Q2 | $1.52M | Buy |
57,730
+2,881
| +5% | +$75.7K | 1.16% | 23 |
|
|
2014
Q1 | $1.27M | Sell |
54,849
-1,870
| -3% | -$43.2K | 1.14% | 32 |
|
|
2013
Q4 | $1.59M | Sell |
56,719
-1,930
| -3% | -$54.1K | 1.29% | 21 |
|
|
2013
Q3 | $1.4M | Buy |
58,649
+140
| +0.2% | +$3.34K | 1.22% | 22 |
|
|
2013
Q2 | $1.36M | Buy |
+58,509
| New | +$1.36M | 1% | 26 |
|