A detailed history of Cap Wealth Advisors, LLC transactions in General Electric CO stock. As of the latest transaction made, Cap Wealth Advisors, LLC holds 186,321 shares of GE stock, worth $29.9 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares
186,321
Previous 155,484 19.83%
Holding current value
$29.9 Million
Previous $19.8 Million 64.81%
% of portfolio
3.67%
Previous 2.43%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$124.06 - $180.12 $3.83 Million - $5.55 Million
30,837 Added 19.83%
186,321 $32.7 Million
Q4 2023

Jan 31, 2024

SELL
$106.08 - $128.32 $116,581 - $141,023
-1,099 Reduced 0.7%
155,484 $19.8 Million
Q3 2023

Nov 01, 2023

BUY
$107.37 - $117.16 $106,081 - $115,754
988 Added 0.63%
156,583 $17.3 Million
Q2 2023

Aug 07, 2023

BUY
$93.6 - $109.85 $240,364 - $282,094
2,568 Added 1.68%
155,595 $17.1 Million
Q1 2023

May 02, 2023

SELL
$70.16 - $95.6 $124,744 - $169,976
-1,778 Reduced 1.15%
153,027 $14.6 Million
Q4 2022

Feb 01, 2023

BUY
$63.6 - $88.14 $657,242 - $910,838
10,334 Added 7.15%
154,805 $13 Million
Q3 2022

Nov 02, 2022

BUY
$61.09 - $81.07 $57,852 - $76,773
947 Added 0.66%
144,471 $8.94 Million
Q2 2022

Aug 05, 2022

BUY
$63.67 - $92.49 $41,321 - $60,026
649 Added 0.45%
143,524 $9.14 Million
Q1 2022

May 02, 2022

SELL
$85.38 - $103.16 $8.45 Million - $10.2 Million
-98,962 Reduced 40.92%
142,875 $13.1 Million
Q4 2021

Feb 10, 2022

BUY
$89.98 - $111.29 $118,683 - $146,791
1,319 Added 0.55%
241,837 $22.8 Million
Q3 2021

Nov 09, 2021

SELL
$96.0 - $107.84 $145 Million - $162 Million
-1,506,268 Reduced 86.23%
240,518 $24.8 Million
Q2 2021

Aug 10, 2021

BUY
$102.24 - $114.8 $179 Million - $201 Million
1,746,786 New
1,746,786 $23.5 Million

Others Institutions Holding GE

About GENERAL ELECTRIC CO


  • Ticker GE
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 1,092,669,952
  • Market Cap $175B
  • Description
  • General Electric Company operates as a high-tech industrial company in Europe, China, Asia, the Americas, the Middle East, and Africa. It operates through four segments: Power, Renewable Energy, Aviation, and Healthcare segments. The Power segment offers gas and steam turbines, full balance of plant, upgrade, and service solutions, as well as da...
More about GE
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