AE Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
14,181
+3,282
| +30% | +$688K | 0.02% | 450 |
|
|
2025
Q1 | $1.86M | Buy |
10,899
+634
| +6% | +$108K | 0.02% | 547 |
|
|
2024
Q4 | $1.82M | Sell |
10,265
-2,187
| -18% | -$387K | 0.02% | 552 |
|
|
2024
Q3 | $1.89M | Sell |
12,452
-3,950
| -24% | -$601K | 0.02% | 551 |
|
|
2024
Q2 | $2.99M | Buy |
16,402
+2,678
| +20% | +$487K | 0.03% | 434 |
|
|
2024
Q1 | $2.65M | Sell |
13,724
-59,223
| -81% | -$11.4M | 0.03% | 430 |
|
|
2023
Q4 | $15M | Buy |
72,947
+12,556
| +21% | +$2.58M | 0.08% | 299 |
|
|
2023
Q3 | $11.6M | Buy |
60,391
+2,105
| +4% | +$403K | 0.07% | 345 |
|
|
2023
Q2 | $12.3M | Sell |
58,286
-22,657
| -28% | -$4.78M | 0.07% | 326 |
|
|
2023
Q1 | $17.2M | Buy |
80,943
+2,404
| +3% | +$511K | 0.11% | 228 |
|
|
2022
Q4 | $15M | Sell |
78,539
-3,745
| -5% | -$713K | 0.11% | 223 |
|
|
2022
Q3 | $9.96M | Buy |
82,284
+4,342
| +6% | +$526K | 0.08% | 268 |
|
|
2022
Q2 | $10.7M | Buy |
77,942
+1,292
| +2% | +$177K | 0.09% | 261 |
|
|
2022
Q1 | $14.7M | Sell |
76,650
-10,323
| -12% | -$1.98M | 0.1% | 205 |
|
|
2021
Q4 | $17.5M | Buy |
86,973
+10,308
| +13% | +$2.08M | 0.12% | 173 |
|
|
2021
Q3 | $16.9M | Buy |
76,665
+5,263
| +7% | +$1.16M | 0.14% | 161 |
|
|
2021
Q2 | $17.1M | Buy |
71,402
+6,410
| +10% | +$1.54M | 0.15% | 138 |
|
|
2021
Q1 | $16.6M | Buy |
64,992
+12,187
| +23% | +$3.1M | 0.17% | 131 |
|
|
2020
Q4 | $11.3M | Buy |
52,805
+2,072
| +4% | +$444K | 0.13% | 164 |
|
|
2020
Q3 | $8.38M | Buy |
50,733
+4,265
| +9% | +$705K | 0.12% | 162 |
|
|
2020
Q2 | $8.52M | Sell |
46,468
-10,869
| -19% | -$1.99M | 0.13% | 155 |
|
|
2020
Q1 | $8.55M | Buy |
57,337
+27,430
| +92% | +$4.09M | 0.2% | 104 |
|
|
2019
Q4 | $9.74M | Buy |
29,907
+3,521
| +13% | +$1.15M | 0.21% | 96 |
|
|
2019
Q3 | $10M | Buy |
26,386
+3,049
| +13% | +$1.16M | 0.29% | 67 |
|
|
2019
Q2 | $8.5M | Buy |
23,337
+10,110
| +76% | +$3.68M | 0.26% | 78 |
|
|
2019
Q1 | $5.05M | Buy |
13,227
+1,580
| +14% | +$603K | 0.35% | 58 |
|
|
2018
Q4 | $3.76M | Sell |
11,647
-316
| -3% | -$102K | 0.64% | 36 |
|
|
2018
Q3 | $4.45M | Buy |
11,963
+1,968
| +20% | +$732K | 0.24% | 75 |
|
|
2018
Q2 | $3.35M | Buy |
9,995
+1,374
| +16% | +$461K | 0.23% | 65 |
|
|
2018
Q1 | $2.83M | Buy |
8,621
+2,461
| +40% | +$807K | 0.22% | 72 |
|
|
2017
Q4 | $1.82M | Sell |
6,160
-1,319
| -18% | -$389K | 0.16% | 100 |
|
|
2017
Q3 | $1.9M | Buy |
7,479
+1,904
| +34% | +$484K | 0.18% | 86 |
|
|
2017
Q2 | $1.1M | Buy |
5,575
+2,486
| +80% | +$491K | 0.13% | 130 |
|
|
2017
Q1 | $546K | Sell |
3,089
-484
| -14% | -$85.6K | 0.1% | 163 |
|
|
2016
Q4 | $556K | Buy |
+3,573
| New | +$556K | 0.23% | 106 |
|