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 |
|