WFI
West Family Investments’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
3,971
+1,941
| +96% | +$500K | 0.27% | 77 |
|
|
2025
Q1 | $406K | Sell |
2,030
-629
| -24% | -$126K | 0.15% | 134 |
|
|
2024
Q4 | $443K | Sell |
2,659
-49
| -2% | -$8.17K | 0.15% | 135 |
|
|
2024
Q3 | $511K | Buy |
2,708
+470
| +21% | +$88.6K | 0.17% | 121 |
|
|
2024
Q2 | $356K | Hold |
2,238
| – | – | 0.11% | 151 |
|
|
2024
Q1 | $393K | Buy |
2,238
+39
| +2% | +$6.85K | 0.12% | 143 |
|
|
2023
Q4 | $281K | Buy |
2,199
+261
| +13% | +$33.3K | 0.1% | 166 |
|
|
2023
Q3 | $214K | Hold |
1,938
| – | – | 0.07% | 201 |
|
|
2023
Q2 | $213K | Buy |
+1,938
| New | +$213K | 0.08% | 208 |
|
|
2022
Q2 | – | Sell |
-2,513
| Closed | -$230K | – | 269 |
|
|
2022
Q1 | $230K | Buy |
+2,513
| New | +$230K | 0.07% | 238 |
|
|
2021
Q3 | – | Sell |
-26,786
| Closed | -$361K | – | 361 |
|
|
2021
Q2 | $361K | Sell |
26,786
-206,543
| -89% | -$2.78M | 0.1% | 191 |
|
|
2021
Q1 | $3.06M | Buy |
233,329
+248
| +0.1% | +$3.26K | 1.12% | 25 |
|
|
2020
Q4 | $2.52K | Hold |
233,081
| – | – | 0.77% | 33 |
|
|
2020
Q3 | $1.46M | Sell |
233,081
-46,871
| -17% | -$293K | 0.55% | 41 |
|
|
2020
Q2 | $3.12M | Hold |
279,952
| – | – | 0.76% | 36 |
|
|
2020
Q1 | $2.22M | Hold |
279,952
| – | – | 0.88% | 34 |
|
|
2019
Q4 | $3.12M | Hold |
279,952
| – | – | 0.76% | 36 |
|
|
2019
Q3 | $2.5M | Hold |
279,952
| – | – | 0.62% | 40 |
|
|
2019
Q2 | $2.94M | Hold |
279,952
| – | – | 0.74% | 35 |
|
|
2019
Q1 | $2.8M | Hold |
279,952
| – | – | 0.7% | 40 |
|
|
2018
Q4 | $2.12M | Hold |
279,952
| – | – | 0.55% | 42 |
|
|
2018
Q3 | $3.16M | Hold |
279,952
| – | – | 0.75% | 38 |
|
|
2018
Q2 | $3.81M | Hold |
279,952
| – | – | 0.94% | 30 |
|
|
2018
Q1 | $3.77M | Buy |
279,952
+115,200
| +70% | +$1.55M | 1% | 32 |
|
|
2017
Q4 | $2.88M | Buy |
164,752
+84,800
| +106% | +$1.48M | 0.74% | 34 |
|
|
2017
Q3 | $1.93K | Hold |
79,952
| – | – | 0.23% | 43 |
|
|
2017
Q2 | $2.37M | Hold |
79,952
| – | – | 0.52% | 40 |
|
|
2017
Q1 | $2.38M | Hold |
79,952
| – | – | 0.46% | 42 |
|
|
2016
Q4 | $2.53M | Hold |
79,952
| – | – | 0.44% | 41 |
|
|
2016
Q3 | $2.37M | Hold |
79,952
| – | – | 0.44% | 43 |
|
|
2016
Q2 | $2.52M | Hold |
79,952
| – | – | 0.46% | 43 |
|
|
2016
Q1 | $2.54M | Hold |
79,952
| – | – | 0.42% | 39 |
|
|
2015
Q4 | $2.49M | Sell |
79,952
-347,117
| -81% | -$10.8M | 0.64% | 38 |
|
|
2015
Q3 | $10.8M | Hold |
427,069
| – | – | 2.23% | 13 |
|
|
2015
Q2 | $11.3M | Hold |
427,069
| – | – | 2.41% | 10 |
|
|
2015
Q1 | $10.6M | Hold |
427,069
| – | – | 2.17% | 10 |
|
|
2014
Q4 | $10.8M | Hold |
427,069
| – | – | 2.13% | 10 |
|
|
2014
Q3 | $10.9M | Hold |
427,069
| – | – | 2.29% | 9 |
|
|
2014
Q2 | $11.2M | Hold |
427,069
| – | – | 2.33% | 9 |
|
|
2014
Q1 | $11.1M | Sell |
427,069
-600
| -0.1% | -$15.5K | 2.42% | 10 |
|
|
2013
Q4 | $12M | Sell |
427,669
-24,400
| -5% | -$684K | 2.76% | 10 |
|
|
2013
Q3 | $10.8M | Hold |
452,069
| – | – | 2.74% | 11 |
|
|
2013
Q2 | $10.5M | Buy |
+452,069
| New | +$10.5M | 2.78% | 10 |
|