WBC
West Branch Capital’s GE Aerospace GE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.21M | Buy |
4,714
+1,295
| +38% | +$333K | 0.36% | 45 |
|
2025
Q1 | $684K | Buy |
3,419
+2,744
| +407% | +$549K | 0.23% | 50 |
|
2024
Q4 | $113K | Sell |
675
-365
| -35% | -$60.9K | 0.04% | 109 |
|
2024
Q3 | $196K | Buy |
1,040
+729
| +234% | +$137K | 0.07% | 86 |
|
2024
Q2 | $49.4K | Sell |
311
-2
| -0.6% | -$318 | 0.02% | 158 |
|
2024
Q1 | $54.9K | Hold |
313
| – | – | 0.02% | 157 |
|
2023
Q4 | $40K | Hold |
313
| – | – | 0.02% | 171 |
|
2023
Q3 | $34.6K | Hold |
313
| – | – | 0.02% | 187 |
|
2023
Q2 | $34.4K | Sell |
313
-8
| -2% | -$879 | 0.02% | 194 |
|
2023
Q1 | $30.7K | Buy |
321
+12
| +4% | +$1.15K | 0.02% | 197 |
|
2022
Q4 | $25.9K | Hold |
309
| – | – | 0.02% | 204 |
|
2022
Q3 | $19K | Buy |
+309
| New | +$19K | 0.01% | 228 |
|
2022
Q2 | – | Sell |
-309
| Closed | -$28K | – | 435 |
|
2022
Q1 | $28K | Hold |
309
| – | – | 0.01% | 219 |
|
2021
Q4 | $29K | Hold |
309
| – | – | 0.01% | 234 |
|
2021
Q3 | $32K | Sell |
309
-2,163
| -88% | -$224K | 0.02% | 219 |
|
2021
Q2 | $33K | Buy |
+2,472
| New | +$33K | 0.02% | 226 |
|
2018
Q3 | – | Sell |
-13,306
| Closed | -$181K | – | 91 |
|
2018
Q2 | $181K | Buy |
+13,306
| New | +$181K | 0.14% | 87 |
|