A detailed history of Bergan Kdv Wealth Management, LLC transactions in General Electric CO stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 674 shares of GE stock, worth $115,584. This represents 0.01% of its overall portfolio holdings.

Number of Shares
674
Previous 615 9.59%
Holding current value
$115,584
Previous $58,000 27.59%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

BUY
$93.6 - $109.85 $5,522 - $6,481
59 Added 9.59%
674 $74,000
Q1 2023

Apr 27, 2023

BUY
$70.16 - $95.6 $14,242 - $19,406
203 Added 49.27%
615 $58,000
Q4 2022

Jan 31, 2023

SELL
$63.6 - $88.14 $127 - $176
-2 Reduced 0.48%
412 $34,000
Q3 2022

Oct 24, 2022

SELL
$61.09 - $81.07 $398,612 - $528,981
-6,525 Reduced 94.03%
414 $26,000
Q2 2022

Jul 13, 2022

BUY
$63.67 - $92.49 $391,124 - $568,166
6,143 Added 771.73%
6,939 $442,000
Q1 2022

May 09, 2022

SELL
$85.38 - $103.16 $23,906 - $28,884
-280 Reduced 26.02%
796 $73,000
Q4 2021

Jan 28, 2022

SELL
$89.98 - $111.29 $88,810 - $109,843
-987 Reduced 47.84%
1,076 $102,000
Q3 2021

Nov 12, 2021

BUY
$96.0 - $107.84 $198,048 - $222,473
2,063 New
2,063 $213,000

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 $187B
  • 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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