Valley Wealth Managers’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 | – | Sell |
-10
| Closed | -$2K | – | 331 |
|
|
2025
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 317 |
|
|
2024
Q4 | $1.67K | Sell |
10
-125
| -93% | -$20.9K | ﹤0.01% | 351 |
|
|
2024
Q3 | $25.5K | Buy |
+135
| New | +$25.5K | ﹤0.01% | 255 |
|
|
2022
Q4 | – | Sell |
-1,770
| Closed | -$68K | – | 413 |
|
|
2022
Q3 | $68K | Buy |
1,770
+1,219
| +221% | +$46.8K | 0.01% | 223 |
|
|
2022
Q2 | $22K | Buy |
+551
| New | +$22K | ﹤0.01% | 290 |
|
|
2021
Q3 | – | Sell |
-2,951
| Closed | -$198K | – | 193 |
|
|
2021
Q2 | $198K | Buy |
2,951
+191
| +7% | +$12.8K | 0.02% | 198 |
|
|
2021
Q1 | $180K | Buy |
2,760
+402
| +17% | +$26.2K | 0.02% | 163 |
|
|
2020
Q4 | $127K | Hold |
2,358
| – | – | 0.01% | 159 |
|
|
2020
Q3 | $74K | Buy |
2,358
+180
| +8% | +$5.65K | 0.01% | 155 |
|
|
2020
Q2 | $74K | Sell |
2,178
-137
| -6% | -$4.66K | 0.01% | 163 |
|
|
2020
Q1 | $91K | Sell |
2,315
-827
| -26% | -$32.5K | 0.01% | 160 |
|
|
2019
Q4 | $175K | Buy |
3,142
+924
| +42% | +$51.5K | 0.02% | 185 |
|
|
2019
Q3 | $99K | Buy |
+2,218
| New | +$99K | 0.01% | 189 |
|
|
2019
Q2 | – | Sell |
-2,579
| Closed | -$128K | – | 198 |
|
|
2019
Q1 | $128K | Buy |
2,579
+470
| +22% | +$23.3K | 0.01% | 198 |
|
|
2018
Q4 | $76K | Buy |
+2,109
| New | +$76K | 0.01% | 165 |
|
|
2017
Q4 | – | Sell |
-2,123
| Closed | -$246K | – | 125 |
|
|
2017
Q3 | $246K | Sell |
2,123
-16,673
| -89% | -$1.93M | 0.03% | 112 |
|
|
2017
Q2 | $2.43M | Sell |
18,796
-1,401
| -7% | -$181K | 0.33% | 51 |
|
|
2017
Q1 | $2.89M | Buy |
20,197
+1,928
| +11% | +$275K | 0.38% | 49 |
|
|
2016
Q4 | $2.77M | Buy |
18,269
+397
| +2% | +$60.1K | 0.4% | 49 |
|
|
2016
Q3 | $2.54M | Buy |
17,872
+763
| +4% | +$108K | 0.37% | 49 |
|
|
2016
Q2 | $2.58M | Buy |
17,109
+4,931
| +40% | +$744K | 0.39% | 47 |
|
|
2016
Q1 | $1.86M | Buy |
12,178
+881
| +8% | +$134K | 0.31% | 43 |
|
|
2015
Q4 | $1.69M | Sell |
11,297
-549
| -5% | -$81.9K | 0.3% | 48 |
|
|
2015
Q3 | $1.43M | Sell |
11,846
-929
| -7% | -$112K | 0.26% | 46 |
|
|
2015
Q2 | $1.63M | Sell |
12,775
-908
| -7% | -$116K | 0.28% | 46 |
|
|
2015
Q1 | $1.63M | Buy |
13,683
+473
| +4% | +$56.2K | 0.28% | 48 |
|
|
2014
Q4 | $1.6M | Buy |
13,210
+1,010
| +8% | +$122K | 0.29% | 50 |
|
|
2014
Q3 | $1.5M | Buy |
12,200
+840
| +7% | +$103K | 0.29% | 47 |
|
|
2014
Q2 | $1.43M | Buy |
11,360
+1,194
| +12% | +$150K | 0.27% | 47 |
|
|
2014
Q1 | $1.26M | Buy |
10,166
+475
| +5% | +$58.9K | 0.25% | 48 |
|
|
2013
Q4 | $1.3M | Sell |
9,691
-239
| -2% | -$32.1K | 0.27% | 47 |
|
|
2013
Q3 | $1.14M | Buy |
9,930
+6,307
| +174% | +$722K | 0.25% | 46 |
|
|
2013
Q2 | $402K | Buy |
+3,623
| New | +$402K | 0.09% | 92 |
|