Avantax Advisory Services’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.9M Buy
47,234
+932
+2% +$195K 0.05% 272
2025
Q1
$7.9M Buy
46,302
+4,757
+11% +$811K 0.05% 301
2024
Q4
$7.35M Buy
41,545
+2,145
+5% +$380K 0.05% 298
2024
Q3
$5.99M Buy
39,400
+4,903
+14% +$745K 0.04% 341
2024
Q2
$6.28M Sell
34,497
-60
-0.2% -$10.9K 0.04% 311
2024
Q1
$6.67M Sell
34,557
-3,813
-10% -$736K 0.06% 245
2023
Q4
$10M Buy
38,370
+1,629
+4% +$425K 0.1% 166
2023
Q3
$7.04M Buy
36,741
+1,608
+5% +$308K 0.08% 197
2023
Q2
$7.42M Sell
35,133
-3,330
-9% -$703K 0.08% 179
2023
Q1
$8.17M Sell
38,463
-152
-0.4% -$32.3K 0.1% 163
2022
Q4
$7.36M Sell
38,615
-1,826
-5% -$348K 0.1% 167
2022
Q3
$4.9M Sell
40,441
-45
-0.1% -$5.45K 0.08% 202
2022
Q2
$5.54M Buy
40,486
+7,849
+24% +$1.07M 0.08% 179
2022
Q1
$6.25M Buy
32,637
+4,627
+17% +$886K 0.09% 168
2021
Q4
$5.64M Sell
28,010
-632
-2% -$127K 0.09% 176
2021
Q3
$6.29M Sell
28,642
-4,529
-14% -$995K 0.11% 149
2021
Q2
$7.94M Sell
33,171
-1,412
-4% -$338K 0.14% 112
2021
Q1
$8.81M Buy
34,583
+11,168
+48% +$2.85M 0.19% 93
2020
Q4
$5.01M Sell
23,415
-31,631
-57% -$6.77M 0.12% 133
2020
Q3
$9.1M Buy
55,046
+34,233
+164% +$5.66M 0.15% 118
2020
Q2
$3.82M Sell
20,813
-2,935
-12% -$538K 0.11% 138
2020
Q1
$3.54M Sell
23,748
-2,508
-10% -$373K 0.11% 133
2019
Q4
$8.56M Buy
26,256
+2,521
+11% +$822K 0.2% 73
2019
Q3
$9.04M Buy
23,735
+1,150
+5% +$438K 0.37% 39
2019
Q2
$8.22M Buy
22,585
+350
+2% +$127K 0.36% 38
2019
Q1
$8.48M Buy
22,235
+3,658
+20% +$1.4M 0.45% 23
2018
Q4
$6M Buy
+18,577
New +$6M 1.01% 21