A detailed history of Cassady Schiller Wealth Management, LLC transactions in General Electric CO stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 340 shares of GE stock, worth $60,757. This represents 0.02% of its overall portfolio holdings.

Number of Shares
340
Previous 426 20.19%
Holding current value
$60,757
Previous $67,000 4.48%
% of portfolio
0.02%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$156.66 - $189.66 $13,472 - $16,310
-86 Reduced 20.19%
340 $64,000
Q2 2024

Aug 12, 2024

SELL
$136.47 - $175.36 $56,089 - $72,072
-411 Reduced 49.1%
426 $67,000
Q1 2024

May 13, 2024

SELL
$124.06 - $180.12 $6,327 - $9,186
-51 Reduced 5.74%
837 $146,000
Q2 2023

Aug 10, 2023

SELL
$93.6 - $109.85 $52,135 - $61,186
-557 Reduced 38.55%
888 $97,000
Q1 2023

May 12, 2023

SELL
$70.16 - $95.6 $70 - $95
-1 Reduced 0.07%
1,445 $138,000
Q4 2022

May 16, 2023

SELL
$63.6 - $88.14 $38,605 - $53,500
-607 Reduced 42.01%
838 $70,000
Q4 2022

Feb 13, 2023

BUY
$63.6 - $88.14 $91,965 - $127,450
1,446 New
1,446 $121,000
Q1 2022

May 12, 2022

SELL
$85.38 - $103.16 $129,436 - $156,390
-1,516 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$89.98 - $111.29 $136,409 - $168,715
1,516 New
1,516 $143,000

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 $195B
  • 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
Track This Portfolio

Track Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.