Acorn Wealth Advisors’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Buy
1,369
+9
+0.7% +$1.89K 0.11% 191
2025
Q1
$232K Buy
1,360
+13
+1% +$2.22K 0.1% 212
2024
Q4
$238K Sell
1,347
-16
-1% -$2.83K 0.1% 204
2024
Q3
$207K Sell
1,363
-13
-0.9% -$1.98K 0.09% 216
2024
Q2
$250K Buy
1,376
+1
+0.1% +$182 0.12% 172
2024
Q1
$265K Hold
1,375
0.14% 162
2023
Q4
$358K Hold
1,375
0.21% 104
2023
Q3
$264K Buy
1,375
+44
+3% +$8.43K 0.18% 135
2023
Q2
$281K Sell
1,331
-1
-0.1% -$211 0.19% 127
2023
Q1
$283K Hold
1,332
0.21% 121
2022
Q4
$254K Buy
+1,332
New +$254K 0.19% 124
2022
Q2
Sell
-1,297
Closed -$248K 164
2022
Q1
$248K Hold
1,297
0.17% 147
2021
Q4
$261K Hold
1,297
0.17% 142
2021
Q3
$285K Sell
1,297
-180
-12% -$39.6K 0.2% 124
2021
Q2
$354K Hold
1,477
0.24% 101
2021
Q1
$376K Hold
1,477
0.27% 91
2020
Q4
$316K Sell
1,477
-128
-8% -$27.4K 0.25% 100
2020
Q3
$265K Hold
1,605
0.23% 97
2020
Q2
$294K Sell
1,605
-113
-7% -$20.7K 0.27% 77
2020
Q1
$237K Buy
1,718
+96
+6% +$13.2K 0.27% 78
2019
Q4
$549K Buy
1,622
+50
+3% +$16.9K 0.46% 45
2019
Q3
$570K Hold
1,572
0.49% 42
2019
Q2
$526K Buy
1,572
+60
+4% +$20.1K 0.48% 42
2019
Q1
$570K Sell
1,512
-217
-13% -$81.8K 0.51% 41
2018
Q4
$597K Buy
1,729
+1
+0.1% +$345 0.61% 35
2018
Q3
$628K Buy
1,728
+1
+0.1% +$363 0.62% 37
2018
Q2
$580K Buy
1,727
+1
+0.1% +$336 0.49% 35
2018
Q1
$585K Sell
1,726
-149
-8% -$50.5K 0.51% 34
2017
Q4
$576K Buy
+1,875
New +$576K 0.53% 35