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 |
|