9WM
9258 Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $749K | Sell |
4,926
-233
| -5% | -$35.4K | 0.11% | 153 |
|
|
2024
Q2 | $939K | Sell |
5,159
-348
| -6% | -$63.3K | 0.14% | 125 |
|
|
2024
Q1 | $1.06M | Buy |
5,507
+87
| +2% | +$16.8K | 0.17% | 116 |
|
|
2023
Q4 | $1.41M | Buy |
5,420
+6
| +0.1% | +$1.56K | 0.25% | 82 |
|
|
2023
Q3 | $1.04M | Sell |
5,414
-1
| -0% | -$192 | 0.2% | 97 |
|
|
2023
Q2 | $1.14M | Buy |
5,415
+1
| +0% | +$211 | 0.22% | 88 |
|
|
2023
Q1 | $1.15M | Buy |
5,414
+24
| +0.4% | +$5.1K | 0.23% | 84 |
|
|
2022
Q4 | $1.03M | Buy |
5,390
+94
| +2% | +$17.9K | 0.22% | 94 |
|
|
2022
Q3 | $641K | Sell |
5,296
-25
| -0.5% | -$3.03K | 0.16% | 133 |
|
|
2022
Q2 | $728K | Sell |
5,321
-111
| -2% | -$15.2K | 0.19% | 131 |
|
|
2022
Q1 | $1.04M | Sell |
5,432
-215
| -4% | -$41.2K | 0.24% | 95 |
|
|
2021
Q4 | $1.14M | Buy |
5,647
+305
| +6% | +$61.4K | 0.26% | 82 |
|
|
2021
Q3 | $1.18M | Sell |
5,342
-8
| -0.1% | -$1.76K | 0.31% | 66 |
|
|
2021
Q2 | $1.28M | Buy |
5,350
+6
| +0.1% | +$1.44K | 0.35% | 61 |
|
|
2021
Q1 | $1.36M | Buy |
5,344
+612
| +13% | +$156K | 0.41% | 52 |
|
|
2020
Q4 | $1.01M | Buy |
4,732
+416
| +10% | +$89.1K | 0.33% | 69 |
|
|
2020
Q3 | $623K | Sell |
4,316
-1,039
| -19% | -$150K | 0.24% | 106 |
|
|
2020
Q2 | $982K | Buy |
5,355
+715
| +15% | +$131K | 0.4% | 64 |
|
|
2020
Q1 | $597K | Buy |
4,640
+604
| +15% | +$77.7K | 0.26% | 108 |
|
|
2019
Q4 | $1.32M | Buy |
4,036
+2,469
| +158% | +$804K | 0.48% | 45 |
|
|
2019
Q3 | $596K | Buy |
1,567
+108
| +7% | +$41.1K | 0.46% | 74 |
|
|
2019
Q2 | $531K | Buy |
1,459
+402
| +38% | +$146K | 0.43% | 81 |
|
|
2019
Q1 | $403K | Sell |
1,057
-36
| -3% | -$13.7K | 0.34% | 99 |
|
|
2018
Q4 | $352K | Buy |
+1,093
| New | +$352K | 0.34% | 99 |
|