Walled Lake Planning & Wealth Management’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 | $295K | Buy |
1,147
+3
| +0.3% | +$772 | 0.1% | 107 |
|
|
2025
Q1 | $229K | Buy |
+1,144
| New | +$229K | 0.08% | 119 |
|
|
2024
Q4 | – | Sell |
-1,141
| Closed | -$215K | – | 133 |
|
|
2024
Q3 | $215K | Buy |
+1,141
| New | +$215K | 0.08% | 123 |
|
|
2024
Q2 | – | Sell |
-1,461
| Closed | -$205K | – | 128 |
|
|
2024
Q1 | $205K | Buy |
+1,461
| New | +$205K | 0.08% | 109 |
|
|
2021
Q4 | – | Sell |
-1,941
| Closed | -$125K | – | 184 |
|
|
2021
Q3 | $125K | Buy |
1,941
+78
| +4% | +$5.02K | 0.08% | 104 |
|
|
2021
Q2 | $125K | Hold |
1,863
| – | – | 0.08% | 98 |
|
|
2021
Q1 | $122K | Sell |
1,863
-25
| -1% | -$1.64K | 0.08% | 98 |
|
|
2020
Q4 | $102K | Hold |
1,888
| – | – | 0.08% | 99 |
|
|
2020
Q3 | $59K | Hold |
1,888
| – | – | 0.05% | 115 |
|
|
2020
Q2 | $64K | Hold |
1,888
| – | – | 0.05% | 99 |
|
|
2020
Q1 | $75K | Sell |
1,888
-7
| -0.4% | -$278 | 0.07% | 90 |
|
|
2019
Q4 | $105K | Buy |
+1,895
| New | +$105K | 0.08% | 91 |
|