TruWealth 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 | $279K | Buy |
1,083
+82
| +8% | +$21.1K | 0.02% | 144 |
|
|
2025
Q1 | $200K | Buy |
+1,001
| New | +$200K | 0.01% | 156 |
|
|
2024
Q4 | – | Sell |
-1,496
| Closed | -$282K | – | 167 |
|
|
2024
Q3 | $282K | Hold |
1,496
| – | – | 0.02% | 135 |
|
|
2024
Q2 | $238K | Sell |
1,496
-355
| -19% | -$56.4K | 0.02% | 148 |
|
|
2024
Q1 | $259K | Buy |
+1,851
| New | +$259K | 0.02% | 142 |
|
|
2022
Q2 | – | Sell |
-3,534
| Closed | -$201K | – | 139 |
|
|
2022
Q1 | $201K | Buy |
3,534
+107
| +3% | +$6.09K | 0.02% | 122 |
|
|
2021
Q4 | $202K | Sell |
3,427
-472
| -12% | -$27.8K | 0.02% | 121 |
|
|
2021
Q3 | $250K | Buy |
3,899
+11
| +0.3% | +$705 | 0.03% | 103 |
|
|
2021
Q2 | $261K | Sell |
3,888
-43
| -1% | -$2.89K | 0.03% | 96 |
|
|
2021
Q1 | $257K | Sell |
3,931
-533
| -12% | -$34.8K | 0.03% | 93 |
|
|
2020
Q4 | $240K | Buy |
+4,464
| New | +$240K | 0.04% | 93 |
|