Univest Financial’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
$696K Sell
2,704
-107
-4% -$27.5K 0.04% 172
2025
Q1
$563K Buy
2,811
+75
+3% +$15K 0.04% 192
2024
Q4
$456K Buy
2,736
+315
+13% +$52.5K 0.03% 204
2024
Q3
$457K Buy
+2,421
New +$457K 0.03% 201
2021
Q3
Sell
-3,928
Closed -$263K 110
2021
Q2
$263K Hold
3,928
0.07% 98
2021
Q1
$257K Sell
3,928
-135
-3% -$8.83K 0.07% 96
2020
Q4
$219K Hold
4,063
0.06% 102
2020
Q3
$127K Hold
4,063
0.04% 101
2020
Q2
$138K Sell
4,063
-40
-1% -$1.36K 0.05% 98
2020
Q1
$163K Sell
4,103
-5,227
-56% -$208K 0.06% 106
2019
Q4
$1.47M Buy
9,330
+5,227
+127% +$823K 0.62% 56
2019
Q3
$183K Hold
4,103
0.06% 108
2019
Q2
$215K Sell
4,103
-41
-1% -$2.15K 0.07% 106
2019
Q1
$206K Buy
4,144
+589
+17% +$29.3K 0.07% 111
2018
Q4
$129K Sell
3,555
-639
-15% -$23.2K 0.05% 111
2018
Q3
$227K Hold
4,194
0.07% 101
2018
Q2
$274K Sell
4,194
-299
-7% -$19.5K 0.11% 91
2018
Q1
$290K Sell
4,493
-310
-6% -$20K 0.13% 80
2017
Q4
$402K Sell
4,803
-3,817
-44% -$319K 0.16% 74
2017
Q3
$999K Buy
8,620
+386
+5% +$44.7K 0.42% 53
2017
Q2
$1.07M Buy
8,234
+1,760
+27% +$228K 0.45% 55
2017
Q1
$925K Sell
6,474
-3,229
-33% -$461K 0.4% 57
2016
Q4
$1.47M Buy
9,703
+4,150
+75% +$628K 0.62% 56
2016
Q3
$788K Sell
5,553
-1,151
-17% -$163K 0.36% 59
2016
Q2
$1.01M Sell
6,704
-1,148
-15% -$173K 0.46% 58
2016
Q1
$1.2M Buy
7,852
+3,506
+81% +$534K 0.54% 57
2015
Q4
$649K Buy
4,346
+44
+1% +$6.57K 0.3% 63
2015
Q3
$520K Sell
4,302
-226
-5% -$27.3K 0.25% 62
2015
Q2
$577K Sell
4,528
-1,570
-26% -$200K 0.27% 59
2015
Q1
$725K Sell
6,098
-111
-2% -$13.2K 0.33% 61
2014
Q4
$752K Sell
6,209
-556
-8% -$67.3K 0.33% 61
2014
Q3
$831K Sell
6,765
-381
-5% -$46.8K 0.39% 60
2014
Q2
$900K Sell
7,146
-680
-9% -$85.6K 0.42% 58
2014
Q1
$971K Sell
7,826
-198
-2% -$24.6K 0.48% 58
2013
Q4
$1.08M Sell
8,024
-107
-1% -$14.4K 0.53% 59
2013
Q3
$931K Buy
8,131
+816
+11% +$93.4K 0.5% 58
2013
Q2
$813K Buy
+7,315
New +$813K 0.45% 58