Wealthquest’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 | $1.32M | Buy |
5,142
+2,188
| +74% | +$563K | 0.1% | 40 |
|
|
2025
Q1 | $591K | Buy |
2,954
+21
| +0.7% | +$4.2K | 0.05% | 70 |
|
|
2024
Q4 | $489K | Sell |
2,933
-567
| -16% | -$94.6K | 0.04% | 75 |
|
|
2024
Q3 | $652K | Buy |
3,500
+62
| +2% | +$11.6K | 0.06% | 67 |
|
|
2024
Q2 | $547K | Sell |
3,438
-870
| -20% | -$138K | 0.06% | 68 |
|
|
2024
Q1 | $603K | Buy |
4,308
+29
| +0.7% | +$4.06K | 0.06% | 64 |
|
|
2023
Q4 | $436K | Buy |
4,279
+118
| +3% | +$12K | 0.05% | 84 |
|
|
2023
Q3 | $367K | Sell |
4,161
-179
| -4% | -$15.8K | 0.05% | 88 |
|
|
2023
Q2 | $381K | Sell |
4,340
-920
| -17% | -$80.7K | 0.05% | 79 |
|
|
2023
Q1 | $401K | Sell |
5,260
-2,568
| -33% | -$196K | 0.05% | 80 |
|
|
2022
Q4 | $409K | Sell |
7,828
-337
| -4% | -$17.6K | 0.05% | 82 |
|
|
2022
Q3 | $314K | Sell |
8,165
-509
| -6% | -$19.6K | 0.04% | 90 |
|
|
2022
Q2 | $344K | Sell |
8,674
-656
| -7% | -$26K | 0.05% | 88 |
|
|
2022
Q1 | $549K | Hold |
9,330
| – | – | 0.08% | 76 |
|
|
2021
Q4 | $549K | Sell |
9,330
-398
| -4% | -$23.4K | 0.08% | 76 |
|
|
2021
Q3 | $624K | Sell |
9,728
-43
| -0.4% | -$2.76K | 0.11% | 66 |
|
|
2021
Q2 | $655K | Sell |
9,771
-31
| -0.3% | -$2.08K | 0.11% | 64 |
|
|
2021
Q1 | $641K | Sell |
9,802
-349
| -3% | -$22.8K | 0.12% | 64 |
|
|
2020
Q4 | $546K | Sell |
10,151
-217
| -2% | -$11.7K | 0.12% | 68 |
|
|
2020
Q3 | $321K | Sell |
10,368
-520
| -5% | -$16.1K | 0.08% | 79 |
|
|
2020
Q2 | $370K | Buy |
+10,888
| New | +$370K | 0.09% | 74 |
|
|
2019
Q4 | $584K | Sell |
10,504
-354
| -3% | -$19.7K | 0.17% | 75 |
|
|
2019
Q3 | $483K | Sell |
10,858
-488
| -4% | -$21.7K | 0.16% | 79 |
|
|
2019
Q2 | $593K | Buy |
11,346
+246
| +2% | +$12.9K | 0.22% | 72 |
|
|
2019
Q1 | $552K | Sell |
11,100
-187
| -2% | -$9.3K | 0.21% | 73 |
|
|
2018
Q4 | $409K | Buy |
+11,287
| New | +$409K | 0.17% | 82 |
|
|
2015
Q3 | $1.4M | Sell |
11,554
-26
| -0.2% | -$3.14K | 2.53% | 5 |
|
|
2015
Q2 | $1.48M | Buy |
11,580
+595
| +5% | +$75.8K | 2.16% | 5 |
|
|
2015
Q1 | $1.31M | Sell |
10,985
-191
| -2% | -$22.7K | 1.88% | 5 |
|
|
2014
Q4 | $1.35M | Buy |
+11,176
| New | +$1.35M | 1.38% | 7 |
|