Wescott Financial Advisory Group’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 | $998K | Sell |
3,876
-7
| -0.2% | -$1.8K | 0.1% | 90 |
|
|
2025
Q1 | $777K | Sell |
3,883
-158
| -4% | -$31.6K | 0.08% | 91 |
|
|
2024
Q4 | $674K | Buy |
4,041
+108
| +3% | +$18K | 0.07% | 101 |
|
|
2024
Q3 | $742K | Buy |
3,933
+23
| +0.6% | +$4.34K | 0.08% | 95 |
|
|
2024
Q2 | $622K | Buy |
+3,910
| New | +$622K | 0.07% | 102 |
|
|
2021
Q3 | – | Sell |
-2,253
| Closed | -$147K | – | 71 |
|
|
2021
Q2 | $147K | Hold |
2,253
| – | – | 0.09% | 64 |
|
|
2021
Q1 | $147K | Buy |
2,253
+159
| +8% | +$10.4K | 0.1% | 61 |
|
|
2020
Q4 | $113K | Buy |
+2,094
| New | +$113K | 0.08% | 58 |
|