WDG
Wealth Dimensions Group’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
8,589
-1,030
| -11% | -$265K | 0.49% | 29 |
|
|
2025
Q1 | $1.93M | Buy |
9,619
+2,187
| +29% | +$438K | 0.46% | 32 |
|
|
2024
Q4 | $1.24M | Buy |
7,432
+142
| +2% | +$23.7K | 0.3% | 43 |
|
|
2024
Q3 | $1.37M | Sell |
7,290
-118
| -2% | -$22.3K | 0.35% | 37 |
|
|
2024
Q2 | $1.18M | Buy |
7,408
+449
| +6% | +$71.4K | 0.34% | 37 |
|
|
2024
Q1 | $1.22M | Buy |
6,959
+726
| +12% | +$127K | 0.36% | 37 |
|
|
2023
Q4 | $795K | Buy |
6,233
+3
| +0% | +$383 | 0.25% | 49 |
|
|
2023
Q3 | $689K | Buy |
6,230
+489
| +9% | +$54.1K | 0.25% | 52 |
|
|
2023
Q2 | $631K | Buy |
5,741
+999
| +21% | +$110K | 0.23% | 60 |
|
|
2023
Q1 | $453K | Buy |
4,742
+32
| +0.7% | +$3.06K | 0.18% | 77 |
|
|
2022
Q4 | $395K | Hold |
4,710
| – | – | 0.16% | 89 |
|
|
2022
Q3 | $292K | Sell |
4,710
-22
| -0.5% | -$1.36K | 0.14% | 93 |
|
|
2022
Q2 | $301K | Sell |
4,732
-227
| -5% | -$14.4K | 0.14% | 95 |
|
|
2022
Q1 | $454K | Sell |
4,959
-35
| -0.7% | -$3.2K | 0.21% | 84 |
|
|
2021
Q4 | $472K | Buy |
4,994
+36
| +0.7% | +$3.4K | 0.23% | 77 |
|
|
2021
Q3 | $511K | Sell |
4,958
-33,219
| -87% | -$3.42M | 0.33% | 64 |
|
|
2021
Q2 | $514K | Buy |
38,177
+2,448
| +7% | +$33K | 0.35% | 60 |
|
|
2021
Q1 | $469K | Buy |
35,729
+160
| +0.4% | +$2.1K | 0.36% | 62 |
|
|
2020
Q4 | $384K | Buy |
+35,569
| New | +$384K | 0.33% | 65 |
|