AmeriServ 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 | $691K | Sell |
3,299
-19
| -0.6% | -$3.98K | 0.34% | 33 |
|
|
2025
Q1 | $566K | Sell |
3,318
-17
| -0.5% | -$2.9K | 0.33% | 34 |
|
|
2024
Q4 | $590K | Buy |
+3,335
| New | +$590K | 0.32% | 32 |
|
|
2019
Q3 | $498K | Sell |
1,310
-813
| -38% | -$309K | 0.68% | 27 |
|
|
2019
Q2 | $773K | Buy |
2,123
+275
| +15% | +$100K | 1.01% | 21 |
|
|
2019
Q1 | $705K | Buy |
1,848
+488
| +36% | +$186K | 1.47% | 23 |
|
|
2018
Q4 | $439K | Sell |
1,360
-104
| -7% | -$33.6K | 1.11% | 31 |
|
|
2018
Q3 | $544K | Buy |
1,464
+12
| +0.8% | +$4.46K | 0.68% | 33 |
|
|
2018
Q2 | $487K | Buy |
1,452
+89
| +7% | +$29.9K | 0.65% | 38 |
|
|
2018
Q1 | $447K | Buy |
1,363
+10
| +0.7% | +$3.28K | 0.51% | 41 |
|
|
2017
Q4 | $375K | Buy |
+1,353
| New | +$375K | 0.36% | 48 |
|
|
2015
Q1 | – | Sell |
-4,200
| Closed | -$546K | – | 90 |
|
|
2014
Q4 | $546K | Hold |
4,200
| – | – | 0.53% | 49 |
|
|
2014
Q3 | $535K | Hold |
4,200
| – | – | 0.93% | 43 |
|
|
2014
Q2 | $534K | Sell |
4,200
-2,500
| -37% | -$318K | 0.57% | 51 |
|
|
2014
Q1 | $841K | Sell |
6,700
-6,550
| -49% | -$822K | 0.84% | 30 |
|
|
2013
Q4 | $1.81M | Hold |
13,250
| – | – | 1.08% | 21 |
|
|
2013
Q3 | $1.56M | Sell |
13,250
-200
| -1% | -$23.5K | 0.99% | 24 |
|
|
2013
Q2 | $1.38M | Buy |
+13,450
| New | +$1.38M | 0.89% | 28 |
|