WOC
West Oak Capital’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175 | Hold |
68
| – | – | 0.01% | 223 |
|
|
2025
Q1 | $136 | Hold |
68
| – | – | 0.01% | 230 |
|
|
2024
Q4 | $113K | Hold |
68
| – | – | ﹤0.01% | 240 |
|
|
2024
Q3 | $128 | Hold |
68
| – | – | ﹤0.01% | 238 |
|
|
2024
Q2 | $10.8K | Hold |
68
| – | – | ﹤0.01% | 246 |
|
|
2024
Q1 | $12K | Hold |
68
| – | – | 0.01% | 242 |
|
|
2023
Q4 | $9K | Hold |
68
| – | – | ﹤0.01% | 250 |
|
|
2023
Q3 | $8K | Hold |
68
| – | – | ﹤0.01% | 253 |
|
|
2023
Q2 | $7.47K | Hold |
68
| – | – | ﹤0.01% | 260 |
|
|
2023
Q1 | $6.5K | Hold |
68
| – | – | ﹤0.01% | 264 |
|
|
2022
Q4 | $6K | Hold |
68
| – | – | ﹤0.01% | 228 |
|
|
2022
Q3 | $4K | Hold |
68
| – | – | ﹤0.01% | 288 |
|
|
2022
Q2 | $4K | Hold |
68
| – | – | ﹤0.01% | 283 |
|
|
2022
Q1 | $6K | Hold |
68
| – | – | ﹤0.01% | 291 |
|
|
2021
Q4 | $6K | Hold |
68
| – | – | ﹤0.01% | 296 |
|
|
2021
Q3 | $7K | Sell |
68
-582
| -90% | -$59.9K | ﹤0.01% | 296 |
|
|
2021
Q2 | $9K | Hold |
650
| – | – | ﹤0.01% | 283 |
|
|
2021
Q1 | $9K | Hold |
650
| – | – | ﹤0.01% | 275 |
|
|
2020
Q4 | $7K | Buy |
650
+550
| +550% | +$5.92K | ﹤0.01% | 259 |
|
|
2020
Q3 | $1K | Sell |
100
-100
| -50% | -$1K | ﹤0.01% | 277 |
|
|
2020
Q2 | $1K | Buy |
200
+50
| +33% | +$250 | ﹤0.01% | 280 |
|
|
2020
Q1 | $1K | Buy |
150
+50
| +50% | +$333 | ﹤0.01% | 267 |
|
|
2019
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 273 |
|
|
2019
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 286 |
|
|
2019
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 308 |
|
|
2019
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 305 |
|
|
2018
Q4 | $757 | Hold |
100
| – | – | ﹤0.01% | 323 |
|
|
2018
Q3 | $1.13K | Hold |
100
| – | – | ﹤0.01% | 347 |
|
|
2018
Q2 | $1.36K | Hold |
100
| – | – | ﹤0.01% | 314 |
|
|
2018
Q1 | $1.35K | Buy |
+100
| New | +$1.35K | ﹤0.01% | 324 |
|
|
2017
Q4 | – | Sell |
-61,848
| Closed | -$1.5M | – | 312 |
|
|
2017
Q3 | $1.5M | Sell |
61,848
-4,011
| -6% | -$97K | 0.89% | 42 |
|
|
2017
Q2 | $1.78M | Buy |
65,859
+62
| +0.1% | +$1.68K | 1.08% | 25 |
|
|
2017
Q1 | $1.96M | Buy |
65,797
+572
| +0.9% | +$17K | 1.21% | 18 |
|
|
2016
Q4 | $2.06M | Sell |
65,225
-1,190
| -2% | -$37.6K | 1.38% | 11 |
|
|
2016
Q3 | $1.97M | Buy |
66,415
+5,330
| +9% | +$158K | 1.36% | 16 |
|
|
2016
Q2 | $1.92M | Buy |
61,085
+379
| +0.6% | +$11.9K | 1.39% | 18 |
|
|
2016
Q1 | $1.93M | Sell |
60,706
-175
| -0.3% | -$5.56K | 1.49% | 14 |
|
|
2015
Q4 | $1.9M | Buy |
60,881
+7,825
| +15% | +$244K | 1.47% | 13 |
|
|
2015
Q3 | $1.34M | Sell |
53,056
-160
| -0.3% | -$4.04K | 1.08% | 31 |
|
|
2015
Q2 | $1.41M | Sell |
53,216
-2,669
| -5% | -$70.9K | 1.05% | 33 |
|
|
2015
Q1 | $1.39M | Sell |
55,885
-2,080
| -4% | -$51.6K | 1.02% | 39 |
|
|
2014
Q4 | $1.46M | Sell |
57,965
-3,139
| -5% | -$79.3K | 1.07% | 35 |
|
|
2014
Q3 | $1.57M | Sell |
61,104
-680
| -1% | -$17.4K | 1.17% | 31 |
|
|
2014
Q2 | $1.62M | Sell |
61,784
-695
| -1% | -$18.3K | 1.18% | 29 |
|
|
2014
Q1 | $1.62M | Buy |
62,479
+775
| +1% | +$20.1K | 1.19% | 24 |
|
|
2013
Q4 | $1.73M | Sell |
61,704
-2,025
| -3% | -$56.8K | 1.28% | 19 |
|
|
2013
Q3 | $1.52M | Buy |
63,729
+6,778
| +12% | +$162K | 1.19% | 23 |
|
|
2013
Q2 | $1.32M | Buy |
+56,951
| New | +$1.32M | 1.1% | 31 |
|