TCWA
Turtle Creek Wealth Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Buy |
+2,659
| New | +$684K | 0.08% | 141 |
|
|
2024
Q4 | – | Sell |
-1,459
| Closed | -$275K | – | 105 |
|
|
2024
Q3 | $275K | Buy |
1,459
+189
| +15% | +$35.6K | 0.06% | 144 |
|
|
2024
Q2 | $202K | Buy |
+1,270
| New | +$202K | 0.05% | 153 |
|
|
2024
Q1 | – | Sell |
-1,041
| Closed | -$133K | – | 442 |
|
|
2023
Q4 | $133K | Buy |
+1,041
| New | +$133K | 0.04% | 167 |
|