Arkadios Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.3M | Buy |
56,697
+326
| +0.6% | +$74.2K | 0.19% | 123 |
|
|
2025
Q4 | $12.2M | Buy |
56,371
+27,135
| +93% | +$5.58M | 0.24% | 82 |
|
|
2025
Q3 | $6.31M | Buy |
29,236
+183
| +0.6% | +$41.3K | 0.15% | 154 |
|
|
2025
Q2 | $6.09M | Sell |
29,053
-5,122
| -15% | -$967K | 0.18% | 126 |
|
|
2025
Q1 | $5.83M | Buy |
34,175
+16,963
| +99% | +$2.94M | 0.22% | 104 |
|
|
2024
Q4 | $3.05M | Buy |
17,212
+2,804
| +19% | +$440K | 0.17% | 128 |
|
|
2024
Q3 | $2.19M | Sell |
14,408
-4,033
| -22% | -$692K | 0.12% | 171 |
|
|
2024
Q2 | $3.36M | Buy |
18,441
+2,486
| +16% | +$443K | 0.23% | 93 |
|
|
2024
Q1 | $3.08M | Buy |
15,955
+460
| +3% | +$94.5K | 0.24% | 99 |
|
|
2023
Q4 | $4.04M | Sell |
15,495
-1,585
| -9% | -$339K | 0.34% | 61 |
|
|
2023
Q3 | $3.27M | Sell |
17,080
-727
| -4% | -$159K | 0.31% | 74 |
|
|
2023
Q2 | $3.76M | Sell |
17,807
-1,051
| -6% | -$218K | 0.44% | 52 |
|
|
2023
Q1 | $4.01M | Sell |
18,858
-1,590
| -8% | -$330K | 0.48% | 47 |
|
|
2022
Q4 | $3.9M | Buy |
20,448
+2,826
| +16% | +$462K | 0.52% | 48 |
|
|
2022
Q3 | $2.13M | Buy |
17,622
+2,945
| +20% | +$452K | 0.32% | 81 |
|
|
2022
Q2 | $2.01M | Buy |
14,677
+5,072
| +53% | +$748K | 0.3% | 86 |
|
|
2022
Q1 | $1.84M | Sell |
9,605
-908
| -9% | -$182K | 0.24% | 108 |
|
|
2021
Q4 | $2.12M | Sell |
10,513
-642
| -6% | -$136K | 0.28% | 89 |
|
|
2021
Q3 | $2.45M | Sell |
11,155
-8,108
| -42% | -$1.81M | 0.35% | 73 |
|
|
2021
Q2 | $4.61M | Buy |
19,263
+4,580
| +31% | +$1.11M | 0.56% | 32 |
|
|
2021
Q1 | $3.74M | Buy |
14,683
+284
| +2% | +$63.1K | 0.62% | 36 |
|
|
2020
Q4 | $3.08M | Buy |
14,399
+10,947
| +317% | +$2.1M | 0.65% | 36 |
|
|
2020
Q3 | $578K | Sell |
3,452
-154
| -4% | -$26.2K | 0.29% | 76 |
|
|
2020
Q2 | $649K | Sell |
3,606
-21
| -0.6% | -$3.23K | 0.36% | 59 |
|
|
2020
Q1 | $541K | Buy |
3,627
+371
| +11% | +$102K | 0.34% | 70 |
|
|
2019
Q4 | $1.12M | Buy |
+3,256
| New | +$1.15M | 0.67% | 34 |
|
Other funds holding BA
VCM
VPM
