WIA
Westbourne Investment Advisors’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Hold |
1,970
| – | – | 0.15% | 80 |
|
|
2025
Q1 | $394K | Hold |
1,970
| – | – | 0.14% | 65 |
|
|
2024
Q4 | $329K | Hold |
1,970
| – | – | 0.11% | 70 |
|
|
2024
Q3 | $372K | Hold |
1,970
| – | – | 0.13% | 70 |
|
|
2024
Q2 | $313K | Hold |
1,970
| – | – | 0.11% | 76 |
|
|
2024
Q1 | $346K | Hold |
1,970
| – | – | 0.13% | 74 |
|
|
2023
Q4 | $251K | Hold |
1,970
| – | – | 0.1% | 80 |
|
|
2023
Q3 | $218K | Hold |
1,970
| – | – | 0.1% | 82 |
|
|
2023
Q2 | $216K | Buy |
+1,970
| New | +$216K | 0.1% | 86 |
|
|
2018
Q4 | – | Sell |
-7,325
| Closed | -$83K | – | 109 |
|
|
2018
Q3 | $83K | Buy |
+7,325
| New | +$83K | 0.06% | 131 |
|
|
2018
Q1 | – | Sell |
-20,464
| Closed | -$357K | – | 104 |
|
|
2017
Q4 | $357K | Sell |
20,464
-51,485
| -72% | -$898K | 0.27% | 84 |
|
|
2017
Q3 | $1.74M | Sell |
71,949
-14,660
| -17% | -$355K | 1.36% | 23 |
|
|
2017
Q2 | $2.34M | Sell |
86,609
-12,325
| -12% | -$333K | 1.9% | 15 |
|
|
2017
Q1 | $2.95M | Sell |
98,934
-11,460
| -10% | -$341K | 2.43% | 8 |
|
|
2016
Q4 | $3.49M | Sell |
110,394
-2,982
| -3% | -$94.2K | 3.05% | 7 |
|
|
2016
Q3 | $3.36M | Sell |
113,376
-2,800
| -2% | -$82.9K | 2.97% | 7 |
|
|
2016
Q2 | $3.66M | Buy |
116,176
+10,840
| +10% | +$341K | 3.31% | 3 |
|
|
2016
Q1 | $3.35M | Buy |
105,336
+16,985
| +19% | +$540K | 3.2% | 6 |
|
|
2015
Q4 | $2.75M | Buy |
88,351
+6,580
| +8% | +$205K | 2.66% | 7 |
|
|
2015
Q3 | $2.06M | Buy |
81,771
+232
| +0.3% | +$5.85K | 2.07% | 10 |
|
|
2015
Q2 | $2.17M | Buy |
+81,539
| New | +$2.17M | 1.97% | 10 |
|