XWM
Xcel Wealth Management’s GE Aerospace GE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.67M | Sell |
18,133
-31
| -0.2% | -$7.98K | 1.33% | 23 |
|
|
2025
Q1 | $3.64M | Sell |
18,164
-940
| -5% | -$188K | 1.13% | 26 |
|
|
2024
Q4 | $3.19M | Hold |
19,104
| – | – | 0.88% | 28 |
|
|
2024
Q3 | $3.6M | Sell |
19,104
-75
| -0.4% | -$14.1K | 1.05% | 26 |
|
|
2024
Q2 | $3.05M | Buy |
+19,179
| New | +$3.05M | 0.95% | 29 |
|
|
2024
Q1 | – | Sell |
-19,141
| Closed | -$2.44M | – | 131 |
|
|
2023
Q4 | $2.44M | Sell |
19,141
-101
| -0.5% | -$12.9K | 0.86% | 29 |
|
|
2023
Q3 | $2.13M | Sell |
19,242
-2,544
| -12% | -$281K | 0.84% | 32 |
|
|
2023
Q2 | $2.39M | Sell |
21,786
-4,386
| -17% | -$482K | 0.76% | 37 |
|
|
2023
Q1 | $2.5M | Sell |
26,172
-262
| -1% | -$25K | 0.88% | 29 |
|
|
2022
Q4 | $2.21M | Sell |
26,434
-11,334
| -30% | -$950K | 0.87% | 33 |
|
|
2022
Q3 | $2.34M | Sell |
37,768
-18,666
| -33% | -$1.16M | 0.87% | 37 |
|
|
2022
Q2 | $3.59M | Sell |
56,434
-7,834
| -12% | -$499K | 1.31% | 24 |
|
|
2022
Q1 | $5.88M | Sell |
64,268
-11,563
| -15% | -$1.06M | 1.61% | 19 |
|
|
2021
Q4 | $7.16M | Buy |
75,831
+1,380
| +2% | +$130K | 1.84% | 18 |
|
|
2021
Q3 | $7.67M | Sell |
74,451
-425,544
| -85% | -$43.8M | 2.22% | 10 |
|
|
2021
Q2 | $6.73M | Buy |
499,995
+129,717
| +35% | +$1.75M | 2.03% | 16 |
|
|
2021
Q1 | $4.86M | Buy |
370,278
+55,356
| +18% | +$727K | 1.73% | 17 |
|
|
2020
Q4 | $3.4M | Buy |
314,922
+17,200
| +6% | +$186K | 1.47% | 22 |
|
|
2020
Q3 | $1.85M | Sell |
297,722
-43,000
| -13% | -$268K | 0.95% | 34 |
|
|
2020
Q2 | $2.33M | Buy |
340,722
+66,748
| +24% | +$456K | 1.44% | 23 |
|
|
2020
Q1 | $2.18M | Buy |
273,974
+249,914
| +1,039% | +$1.98M | 1.96% | 19 |
|
|
2019
Q4 | $268K | Buy |
24,060
+5,215
| +28% | +$58.1K | 0.22% | 65 |
|
|
2019
Q3 | $168K | Buy |
18,845
+2,614
| +16% | +$23.3K | 0.16% | 72 |
|
|
2019
Q2 | $170K | Buy |
16,231
+725
| +5% | +$7.59K | 0.17% | 73 |
|
|
2019
Q1 | $154K | Sell |
15,506
-11,489
| -43% | -$114K | 0.16% | 77 |
|
|
2018
Q4 | $204K | Buy |
+26,995
| New | +$204K | 0.25% | 59 |
|