WFA of San Diego’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 | $285K | Buy |
+1,108
| New | +$285K | 0.21% | 78 |
|
|
2024
Q3 | $233K | Sell |
1,236
-7
| -0.6% | -$1.32K | 0.2% | 84 |
|
|
2024
Q2 | $198K | Buy |
+1,243
| New | +$198K | 0.18% | 85 |
|
|
2023
Q3 | $152K | Sell |
1,727
-215
| -11% | -$19K | 0.16% | 90 |
|
|
2023
Q2 | $170K | Buy |
+1,942
| New | +$170K | 0.17% | 88 |
|
|
2023
Q1 | – | Sell |
-3,295
| Closed | -$172K | – | 191 |
|
|
2022
Q4 | $172K | Buy |
+3,295
| New | +$172K | 0.13% | 96 |
|
|
2022
Q3 | – | Sell |
-3,493
| Closed | -$139K | – | 190 |
|
|
2022
Q2 | $139K | Sell |
3,493
-297
| -8% | -$11.8K | 0.12% | 95 |
|
|
2022
Q1 | $216K | Sell |
3,790
-826
| -18% | -$47.1K | 0.16% | 86 |
|
|
2021
Q4 | $272K | Buy |
4,616
+237
| +5% | +$14K | 0.16% | 100 |
|
|
2021
Q3 | $281K | Sell |
4,379
-105
| -2% | -$6.74K | 0.2% | 84 |
|
|
2021
Q2 | $301K | Sell |
4,484
-71
| -2% | -$4.77K | 0.23% | 71 |
|
|
2021
Q1 | $298K | Buy |
4,555
+39
| +0.9% | +$2.55K | 0.25% | 71 |
|
|
2020
Q4 | $10 | Sell |
4,516
-234
| -5% | -$1 | ﹤0.01% | 90 |
|
|
2020
Q3 | $147K | Sell |
4,750
-32,342
| -87% | -$1M | 0.14% | 75 |
|
|
2020
Q2 | $2.03M | Buy |
+37,092
| New | +$2.03M | 0.47% | 41 |
|