Wade Financial Advisory’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $382K | Sell |
1,908
-60
| -3% | -$12K | 0.13% | 56 |
|
|
2024
Q4 | $328K | Sell |
1,968
-501
| -20% | -$83.6K | 0.11% | 61 |
|
|
2024
Q3 | $466K | Hold |
2,469
| – | – | 0.16% | 56 |
|
|
2024
Q2 | $392K | Sell |
2,469
-625
| -20% | -$99.4K | 0.14% | 60 |
|
|
2024
Q1 | $433K | Sell |
3,094
-175
| -5% | -$24.5K | 0.16% | 57 |
|
|
2023
Q4 | $333K | Sell |
3,269
-4
| -0.1% | -$407 | 0.13% | 63 |
|
|
2023
Q3 | $289K | Sell |
3,273
-20
| -0.6% | -$1.76K | 0.12% | 62 |
|
|
2023
Q2 | $289K | Buy |
3,293
+43
| +1% | +$3.77K | 0.11% | 65 |
|
|
2023
Q1 | $248K | Buy |
+3,250
| New | +$248K | 0.1% | 69 |
|
|
2022
Q2 | – | Sell |
-4,364
| Closed | -$249K | – | 77 |
|
|
2022
Q1 | $249K | Buy |
4,364
+144
| +3% | +$8.22K | 0.11% | 74 |
|
|
2021
Q4 | $248K | Sell |
4,220
-273
| -6% | -$16K | 0.13% | 68 |
|
|
2021
Q3 | $288K | Sell |
4,493
-6
| -0.1% | -$385 | 0.16% | 60 |
|
|
2021
Q2 | $302K | Buy |
4,499
+109
| +2% | +$7.32K | 0.17% | 60 |
|
|
2021
Q1 | $287K | Hold |
4,390
| – | – | 0.18% | 58 |
|
|
2020
Q4 | $236K | Hold |
4,390
| – | – | 0.16% | 63 |
|
|
2020
Q3 | $136K | Sell |
4,390
-230
| -5% | -$7.13K | 0.11% | 67 |
|
|
2020
Q2 | $157K | Hold |
4,620
| – | – | 0.14% | 66 |
|
|
2020
Q1 | $183K | Hold |
4,620
| – | – | 0.18% | 59 |
|
|
2019
Q4 | $257K | Buy |
+4,620
| New | +$257K | 0.23% | 55 |
|