Williams Jones Wealth Management’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
$8.74M Buy
33,945
+2,090
+7% +$538K 0.1% 105
2025
Q1
$6.38M Buy
31,855
+9
+0% +$1.8K 0.08% 122
2024
Q4
$5.31M Buy
31,846
+299
+0.9% +$49.9K 0.06% 131
2024
Q3
$5.95M Buy
31,547
+230
+0.7% +$43.4K 0.07% 130
2024
Q2
$4.98M Sell
31,317
-8,191
-21% -$1.3M 0.06% 134
2024
Q1
$5.53M Sell
39,508
-696
-2% -$97.5K 0.07% 125
2023
Q4
$4.1M Buy
40,204
+126
+0.3% +$12.8K 0.06% 136
2023
Q3
$3.54M Buy
40,078
+1,363
+4% +$120K 0.05% 144
2023
Q2
$3.39M Sell
38,715
-169
-0.4% -$14.8K 0.05% 152
2023
Q1
$2.97M Sell
38,884
-10,933
-22% -$834K 0.05% 167
2022
Q4
$2.6M Sell
49,817
-902
-2% -$47.1K 0.04% 179
2022
Q3
$1.96M Sell
50,719
-475
-0.9% -$18.3K 0.03% 203
2022
Q2
$2.03M Buy
51,194
+33,554
+190% +$1.33M 0.03% 207
2022
Q1
$1.01M Buy
17,640
+13,003
+280% +$742K 0.01% 262
2021
Q4
$273K Sell
4,637
-323
-7% -$19K ﹤0.01% 410
2021
Q3
$318K Sell
4,960
-413
-8% -$26.5K ﹤0.01% 390
2021
Q2
$360K Buy
5,373
+76
+1% +$5.09K 0.01% 373
2021
Q1
$347K Buy
5,297
+7
+0.1% +$459 0.01% 363
2020
Q4
$285K Sell
5,290
-208
-4% -$11.2K ﹤0.01% 377
2020
Q3
$171K Sell
5,498
-2,067
-27% -$64.3K ﹤0.01% 405
2020
Q2
$258K Sell
7,565
-1,146
-13% -$39.1K 0.01% 338
2020
Q1
$345K Buy
8,711
+323
+4% +$12.8K 0.01% 275
2019
Q4
$467K Sell
8,388
-391
-4% -$21.8K 0.01% 288
2019
Q3
$391K Buy
+8,779
New +$391K 0.01% 302