WMA
Wealth Management Associates’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
5,791
+934
| +19% | +$240K | 0.58% | 40 |
|
|
2025
Q1 | $972K | Buy |
4,857
+110
| +2% | +$22K | 0.42% | 55 |
|
|
2024
Q4 | $792K | Sell |
4,747
-38
| -0.8% | -$6.34K | 0.34% | 61 |
|
|
2024
Q3 | $902K | Buy |
4,785
+134
| +3% | +$25.3K | 0.4% | 57 |
|
|
2024
Q2 | $739K | Hold |
4,651
| – | – | 0.35% | 64 |
|
|
2024
Q1 | $739K | Sell |
4,651
-954
| -17% | -$152K | 0.35% | 64 |
|
|
2023
Q4 | $715K | Sell |
5,605
-5
| -0.1% | -$638 | 0.38% | 61 |
|
|
2023
Q3 | $620K | Buy |
5,610
+3,195
| +132% | +$353K | 0.36% | 65 |
|
|
2023
Q2 | $265K | Sell |
2,415
-172
| -7% | -$18.9K | 0.15% | 144 |
|
|
2023
Q1 | $247K | Hold |
2,587
| – | – | 0.15% | 156 |
|
|
2022
Q4 | $217K | Buy |
+2,587
| New | +$217K | 0.14% | 167 |
|
|
2022
Q2 | – | Sell |
-2,708
| Closed | -$248K | – | 186 |
|
|
2022
Q1 | $248K | Sell |
2,708
-155
| -5% | -$14.2K | 0.14% | 166 |
|
|
2021
Q4 | $270K | Buy |
2,863
+176
| +7% | +$16.6K | 0.15% | 161 |
|
|
2021
Q3 | $277K | Sell |
2,687
-19,897
| -88% | -$2.05M | 0.16% | 144 |
|
|
2021
Q2 | $304K | Buy |
22,584
+3
| +0% | +$40 | 0.17% | 140 |
|
|
2021
Q1 | $296K | Buy |
22,581
+1,965
| +10% | +$25.8K | 0.19% | 129 |
|
|
2020
Q4 | $223K | Sell |
20,616
-729
| -3% | -$7.87K | 0.15% | 160 |
|
|
2020
Q3 | $133K | Buy |
21,345
+419
| +2% | +$2.61K | 0.1% | 154 |
|
|
2020
Q2 | $143K | Sell |
20,926
-2,038
| -9% | -$13.9K | 0.12% | 147 |
|
|
2020
Q1 | $182K | Sell |
22,964
-848
| -4% | -$6.73K | 0.18% | 116 |
|
|
2019
Q4 | $266K | Sell |
23,812
-1,247
| -5% | -$13.9K | 0.19% | 121 |
|
|
2019
Q3 | $224K | Sell |
25,059
-4,347
| -15% | -$38.9K | 0.18% | 130 |
|
|
2019
Q2 | $309K | Sell |
29,406
-6,147
| -17% | -$64.5K | 0.31% | 68 |
|
|
2019
Q1 | $355K | Sell |
35,553
-82,792
| -70% | -$827K | 0.39% | 64 |
|
|
2018
Q4 | $896K | Buy |
+118,345
| New | +$896K | 1.21% | 26 |
|