Willow Creek 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 | $483K | Hold |
1,877
| – | – | 0.04% | 102 |
|
|
2025
Q1 | $376K | Sell |
1,877
-125
| -6% | -$25K | 0.04% | 108 |
|
|
2024
Q4 | $334K | Sell |
2,002
-35
| -2% | -$5.84K | 0.03% | 118 |
|
|
2024
Q3 | $384K | Buy |
2,037
+35
| +2% | +$6.6K | 0.04% | 107 |
|
|
2024
Q2 | $318K | Sell |
2,002
-311
| -13% | -$49.4K | 0.04% | 116 |
|
|
2024
Q1 | $324K | Sell |
2,313
-9
| -0.4% | -$1.26K | 0.04% | 119 |
|
|
2023
Q4 | $236K | Buy |
2,322
+9
| +0.4% | +$917 | 0.03% | 130 |
|
|
2023
Q3 | $204K | Hold |
2,313
| – | – | 0.03% | 130 |
|
|
2023
Q2 | $203K | Buy |
+2,313
| New | +$203K | 0.03% | 139 |
|
|
2021
Q3 | – | Sell |
-2,224
| Closed | -$149K | – | 115 |
|
|
2021
Q2 | $149K | Buy |
2,224
+47
| +2% | +$3.15K | 0.04% | 111 |
|
|
2021
Q1 | $142K | Buy |
+2,177
| New | +$142K | 0.05% | 93 |
|