WealthPLAN Partners’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 | $488K | Sell |
1,896
-302
| -14% | -$77.7K | 0.08% | 169 |
|
|
2025
Q1 | $440K | Sell |
2,198
-121
| -5% | -$24.2K | 0.06% | 176 |
|
|
2024
Q4 | $387K | Sell |
2,319
-186
| -7% | -$31K | 0.05% | 190 |
|
|
2024
Q3 | $472K | Buy |
2,505
+3
| +0.1% | +$566 | 0.06% | 183 |
|
|
2024
Q2 | $398K | Sell |
2,502
-766
| -23% | -$122K | 0.04% | 226 |
|
|
2024
Q1 | $458K | Buy |
3,268
+130
| +4% | +$18.2K | 0.05% | 213 |
|
|
2023
Q4 | $320K | Sell |
3,138
-15
| -0.5% | -$1.53K | 0.03% | 261 |
|
|
2023
Q3 | $278K | Buy |
3,153
+67
| +2% | +$5.91K | 0.03% | 270 |
|
|
2023
Q2 | $271K | Sell |
3,086
-113
| -4% | -$9.91K | 0.04% | 253 |
|
|
2023
Q1 | $244K | Sell |
3,199
-1,570
| -33% | -$120K | 0.03% | 276 |
|
|
2022
Q4 | $248K | Buy |
+4,769
| New | +$248K | 0.02% | 340 |
|
|
2022
Q1 | $359K | Sell |
7,727
-767
| -9% | -$35.6K | 0.02% | 293 |
|
|
2021
Q4 | $500K | Sell |
8,494
-72
| -0.8% | -$4.24K | 0.03% | 252 |
|
|
2021
Q3 | $520K | Buy |
8,566
+7,461
| +675% | +$453K | 0.03% | 249 |
|
|
2021
Q2 | $584K | Sell |
1,105
-7,895
| -88% | -$4.17M | 0.04% | 212 |
|
|
2021
Q1 | $588K | Buy |
9,000
+532
| +6% | +$34.8K | 0.05% | 205 |
|
|
2020
Q4 | $483K | Buy |
8,468
+132
| +2% | +$7.53K | 0.04% | 220 |
|
|
2020
Q3 | $364K | Sell |
8,336
-952
| -10% | -$41.6K | 0.04% | 228 |
|
|
2020
Q2 | $306K | Buy |
9,288
+1,233
| +15% | +$40.6K | 0.03% | 233 |
|
|
2020
Q1 | $229K | Buy |
8,055
+91
| +1% | +$2.59K | 0.03% | 220 |
|
|
2019
Q4 | $523K | Buy |
7,964
+1,229
| +18% | +$80.7K | 0.06% | 160 |
|
|
2019
Q3 | $379K | Buy |
6,735
+131
| +2% | +$7.37K | 0.05% | 165 |
|
|
2019
Q2 | $308K | Sell |
6,604
-16
| -0.2% | -$746 | 0.05% | 181 |
|
|
2019
Q1 | $339K | Buy |
6,620
+1,005
| +18% | +$51.5K | 0.05% | 189 |
|
|
2018
Q4 | $272K | Sell |
5,615
-998
| -15% | -$48.3K | 0.04% | 201 |
|
|
2018
Q3 | $242K | Sell |
6,613
-1,500
| -18% | -$54.9K | 0.04% | 211 |
|
|
2018
Q2 | $529K | Buy |
8,113
+914
| +13% | +$59.6K | 0.11% | 135 |
|
|
2018
Q1 | $465K | Buy |
7,199
+4,826
| +203% | +$312K | 0.1% | 144 |
|
|
2017
Q4 | $198K | Sell |
2,373
-185
| -7% | -$15.4K | 0.05% | 212 |
|
|
2017
Q3 | $296K | Buy |
2,558
+71
| +3% | +$8.22K | 0.08% | 147 |
|
|
2017
Q2 | $322K | Buy |
2,487
+1,694
| +214% | +$219K | 0.09% | 134 |
|
|
2017
Q1 | $114K | Buy |
+793
| New | +$114K | 0.4% | 46 |
|
|
2016
Q3 | $526K | Sell |
3,718
-2,959
| -44% | -$418K | 0.17% | 82 |
|
|
2016
Q2 | $573K | Buy |
+6,677
| New | +$573K | 0.07% | 180 |
|
|
2015
Q4 | $298K | Buy |
+4,201
| New | +$298K | 0.05% | 208 |
|
|
2015
Q2 | $100K | Sell |
783
-668
| -46% | -$85.3K | 0.04% | 123 |
|
|
2015
Q1 | $173K | Buy |
+1,451
| New | +$173K | 0.08% | 124 |
|