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Whipplewood Advisors’s GE Aerospace GE Stock Holding History

Whipplewood Advisors’s Portfolio GE Stock Details GE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$268K Sell
1,043
-446
-30% -$115K 0.15% 136
2025
Q1 		$288K Sell
1,489
-619
-29% -$120K 0.17% 125
2024
Q4 		$352K Buy
+2,108
New +$352K 0.2% 111