Arete Wealth Advisors’s Boeing BA Stock Holding History

Arete Wealth Advisors’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.75M	Sell	8,328 -989	-11%	-$208K	0.12%	171
2025 Q1	$1.59M	Sell	9,317 -46	-0.5%	-$7.85K	0.12%	172
2024 Q4	$1.66M	Buy	9,363 +2,117	+29%	+$374K	0.12%	177
2024 Q3	$1.1M	Buy	+7,246	New	+$1.1M	0.09%	212
2024 Q1	–	Sell	-10,632	Closed	-$2.76M	–	408
2023 Q4	$2.76M	Buy	+10,632	New	+$2.76M	0.21%	95
2023 Q3	–	Sell	-10,220	Closed	-$2.16M	–	520
2023 Q2	$2.16M	Buy	10,220 +453	+5%	+$95.7K	0.19%	117
2023 Q1	$2.08M	Buy	9,767 +1,950	+25%	+$414K	0.17%	118
2022 Q4	$1.49B	Buy	7,817 +1,762	+29%	+$336M	0.13%	142
2022 Q3	$733K	Buy	6,055 +1,072	+22%	+$130K	0.07%	227
2022 Q2	$683K	Sell	4,983 -939	-16%	-$129K	0.07%	194
2022 Q1	$1.13M	Sell	5,922 -9	-0.2%	-$1.72K	0.1%	167
2021 Q4	$1.22M	Buy	5,931 +299	+5%	+$61.3K	0.1%	167
2021 Q3	$1.24M	Buy	5,632 +526	+10%	+$116K	0.14%	145
2021 Q2	$724K	Buy	5,106 +112	+2%	+$15.9K	0.1%	161
2021 Q1	$1.27M	Buy	4,994 +572	+13%	+$146K	0.16%	135
2020 Q4	$925K	Sell	4,422 -2,545	-37%	-$532K	0.13%	160
2020 Q3	$1.17M	Sell	6,967 -960	-12%	-$161K	0.18%	130
2020 Q2	$1.45M	Buy	7,927 +2,571	+48%	+$471K	0.25%	102
2020 Q1	$794K	Buy	5,356 +1,727	+48%	+$256K	0.16%	144
2019 Q4	$1.19M	Sell	3,629 -519	-13%	-$169K	0.21%	112
2019 Q3	$1.58M	Buy	4,148 +1,799	+77%	+$684K	0.3%	82
2019 Q2	$853K	Sell	2,349 -26	-1%	-$9.44K	0.17%	151
2019 Q1	$910K	Sell	2,375 -493	-17%	-$189K	0.19%	138
2018 Q4	$925K	Buy	2,868 +38	+1%	+$12.3K	0.22%	111
2018 Q3	$1.06M	Buy	2,830 +124	+5%	+$46.4K	0.23%	105
2018 Q2	$905K	Buy	2,706 +665	+33%	+$222K	0.22%	121
2018 Q1	$665K	Sell	2,041 -108	-5%	-$35.2K	0.22%	124
2017 Q4	$634K	Sell	2,149 -661	-24%	-$195K	0.21%	134
2017 Q3	$715K	Buy	2,810 +406	+17%	+$103K	0.29%	111
2017 Q2	$475K	Buy	2,404 +9	+0.4%	+$1.78K	0.22%	129
2017 Q1	$424K	Buy	2,395 +203	+9%	+$35.9K	0.18%	117
2016 Q4	$341K	Buy	+2,192	New	+$341K	0.16%	120