Waldron Private Wealth’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 | $755K | Sell |
2,934
-67
| -2% | -$17.2K | 0.03% | 159 |
|
|
2025
Q1 | $602K | Sell |
3,001
-4,054
| -57% | -$813K | 0.03% | 169 |
|
|
2024
Q4 | $1.18M | Buy |
7,055
+12
| +0.2% | +$2K | 0.05% | 151 |
|
|
2024
Q3 | $1.33M | Buy |
7,043
+167
| +2% | +$31.5K | 0.06% | 140 |
|
|
2024
Q2 | $1.09M | Sell |
6,876
-2,048
| -23% | -$326K | 0.05% | 149 |
|
|
2024
Q1 | $1.25M | Buy |
8,924
+184
| +2% | +$25.8K | 0.06% | 142 |
|
|
2023
Q4 | $891K | Buy |
8,740
+683
| +8% | +$69.6K | 0.04% | 161 |
|
|
2023
Q3 | $711K | Buy |
8,057
+64
| +0.8% | +$5.65K | 0.04% | 185 |
|
|
2023
Q2 | $701K | Sell |
7,993
-190
| -2% | -$16.7K | 0.04% | 190 |
|
|
2023
Q1 | $624K | Buy |
8,183
+1,044
| +15% | +$79.7K | 0.03% | 222 |
|
|
2022
Q4 | $275K | Hold |
7,139
| – | – | 0.02% | 311 |
|
|
2022
Q3 | $275K | Buy |
7,139
+972
| +16% | +$37.4K | 0.02% | 313 |
|
|
2022
Q2 | $244K | Buy |
6,167
+1,149
| +23% | +$45.5K | 0.01% | 333 |
|
|
2022
Q1 | $286K | Sell |
5,018
-89
| -2% | -$5.07K | 0.01% | 325 |
|
|
2021
Q4 | $300K | Sell |
5,107
-853
| -14% | -$50.1K | 0.01% | 312 |
|
|
2021
Q3 | $382K | Buy |
5,960
+419
| +8% | +$26.9K | 0.02% | 250 |
|
|
2021
Q2 | $371K | Buy |
5,541
+207
| +4% | +$13.9K | 0.02% | 239 |
|
|
2021
Q1 | $349K | Sell |
5,334
-145
| -3% | -$9.49K | 0.02% | 228 |
|
|
2020
Q4 | $295K | Buy |
5,479
+645
| +13% | +$34.7K | 0.02% | 230 |
|
|
2020
Q3 | $150K | Buy |
4,834
+255
| +6% | +$7.91K | 0.01% | 264 |
|
|
2020
Q2 | $156K | Sell |
4,579
-236
| -5% | -$8.04K | 0.01% | 246 |
|
|
2020
Q1 | $191K | Sell |
4,815
-858
| -15% | -$34K | 0.02% | 220 |
|
|
2019
Q4 | $315K | Buy |
5,673
+921
| +19% | +$51.1K | 0.03% | 205 |
|
|
2019
Q3 | $211K | Sell |
4,752
-2,055
| -30% | -$91.2K | 0.02% | 233 |
|
|
2019
Q2 | $356K | Sell |
6,807
-1,053
| -13% | -$55.1K | 0.04% | 160 |
|
|
2019
Q1 | $391K | Buy |
7,860
+1,061
| +16% | +$52.8K | 0.04% | 159 |
|
|
2018
Q4 | $246K | Sell |
6,799
-914
| -12% | -$33.1K | 0.04% | 179 |
|
|
2018
Q3 | $417K | Buy |
7,713
+4,525
| +142% | +$245K | 0.08% | 115 |
|
|
2018
Q2 | $207K | Buy |
+3,188
| New | +$207K | 0.04% | 162 |
|
|
2018
Q1 | – | Sell |
-2,502
| Closed | -$209K | – | 180 |
|
|
2017
Q4 | $209K | Sell |
2,502
-799
| -24% | -$66.7K | 0.05% | 155 |
|
|
2017
Q3 | $382K | Sell |
3,301
-363
| -10% | -$42K | 0.11% | 88 |
|
|
2017
Q2 | $474K | Sell |
3,664
-3,138
| -46% | -$406K | 0.15% | 58 |
|
|
2017
Q1 | $975K | Buy |
6,802
+1,374
| +25% | +$197K | 0.24% | 58 |
|
|
2016
Q4 | $822K | Buy |
5,428
+238
| +5% | +$36K | 0.28% | 43 |
|
|
2016
Q3 | $736K | Sell |
5,190
-514
| -9% | -$72.9K | 0.27% | 41 |
|
|
2016
Q2 | $860K | Buy |
5,704
+556
| +11% | +$83.8K | 0.32% | 39 |
|
|
2016
Q1 | $784K | Sell |
5,148
-1,975
| -28% | -$301K | 0.3% | 42 |
|
|
2015
Q4 | $1.06M | Buy |
7,123
+1,937
| +37% | +$289K | 0.4% | 28 |
|
|
2015
Q3 | $626K | Buy |
5,186
+728
| +16% | +$87.9K | 0.27% | 36 |
|
|
2015
Q2 | $567K | Buy |
4,458
+981
| +28% | +$125K | 0.22% | 36 |
|
|
2015
Q1 | $413K | Buy |
3,477
+851
| +32% | +$101K | 0.17% | 48 |
|
|
2014
Q4 | $318K | Buy |
2,626
+189
| +8% | +$22.9K | 0.13% | 60 |
|
|
2014
Q3 | $299K | Buy |
2,437
+114
| +5% | +$14K | 0.14% | 62 |
|
|
2014
Q2 | $293K | Buy |
2,323
+281
| +14% | +$35.4K | 0.14% | 75 |
|
|
2014
Q1 | $253K | Sell |
2,042
-233
| -10% | -$28.9K | 0.12% | 87 |
|
|
2013
Q4 | $306K | Buy |
+2,275
| New | +$306K | 0.14% | 69 |
|