Avantax Planning Partners’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 | $867K | Buy |
4,355
+181
| +4% | +$41.2K | 0.02% | 210 |
|
|
2025
Q4 | $906K | Sell |
4,174
-96
| -2% | -$19.7K | 0.03% | 203 |
|
|
2025
Q3 | $921K | Buy |
4,270
+105
| +3% | +$23.7K | 0.03% | 202 |
|
|
2025
Q2 | $873K | Sell |
4,165
-45
| -1% | -$8.5K | 0.03% | 201 |
|
|
2025
Q1 | $718K | Sell |
4,210
-126
| -3% | -$21.8K | 0.03% | 209 |
|
|
2024
Q4 | $767K | Buy |
4,336
+43
| +1% | +$6.75K | 0.03% | 197 |
|
|
2024
Q3 | $653K | Sell |
4,293
-2,923
| -41% | -$501K | 0.02% | 219 |
|
|
2024
Q2 | $1.31M | Sell |
7,216
-254
| -3% | -$45.3K | 0.04% | 185 |
|
|
2024
Q1 | $1.44M | Buy |
7,470
+434
| +6% | +$89.2K | 0.05% | 178 |
|
|
2023
Q4 | $1.83M | Sell |
7,036
-195
| -3% | -$41.7K | 0.07% | 118 |
|
|
2023
Q3 | $1.39M | Sell |
7,231
-605
| -8% | -$132K | 0.06% | 135 |
|
|
2023
Q2 | $1.65M | Sell |
7,836
-659
| -8% | -$137K | 0.07% | 119 |
|
|
2023
Q1 | $1.8M | Sell |
8,495
-860
| -9% | -$179K | 0.07% | 115 |
|
|
2022
Q4 | $1.78M | Buy |
9,355
+178
| +2% | +$29.1K | 0.07% | 116 |
|
|
2022
Q3 | $1.11M | Sell |
9,177
-885
| -9% | -$136K | 0.05% | 137 |
|
|
2022
Q2 | $1.38M | Buy |
10,062
+687
| +7% | +$101K | 0.06% | 123 |
|
|
2022
Q1 | $1.79M | Sell |
9,375
-1,346
| -13% | -$270K | 0.07% | 113 |
|
|
2021
Q4 | $2.16M | Buy |
10,721
+80
| +0.8% | +$16.9K | 0.09% | 95 |
|
|
2021
Q3 | $2.34M | Buy |
10,641
+183
| +2% | +$40.8K | 0.11% | 79 |
|
|
2021
Q2 | $2.5M | Sell |
10,458
-458
| -4% | -$111K | 0.12% | 74 |
|
|
2021
Q1 | $2.78M | Sell |
10,916
-948
| -8% | -$211K | 0.14% | 62 |
|
|
2020
Q4 | $2.54M | Sell |
11,864
-962
| -8% | -$185K | 0.13% | 63 |
|
|
2020
Q3 | $2.12M | Buy |
12,826
+248
| +2% | +$42.3K | 0.11% | 78 |
|
|
2020
Q2 | $2.31M | Buy |
12,578
+531
| +4% | +$81.6K | 0.13% | 65 |
|
|
2020
Q1 | $1.8M | Sell |
12,047
-1,667
| -12% | -$456K | 0.13% | 66 |
|
|
2019
Q4 | $4.47M | Sell |
13,714
-399
| -3% | -$141K | 0.26% | 30 |
|
|
2019
Q3 | $5.37M | Buy |
14,113
+3,003
| +27% | +$1.07M | 0.33% | 21 |
|
|
2019
Q2 | $3.9M | Buy |
11,110
+675
| +6% | +$246K | 0.25% | 33 |
|
|
2019
Q1 | $3.98M | Sell |
10,435
-882
| -8% | -$340K | 0.28% | 29 |
|
|
2018
Q4 | $3.65M | Sell |
11,317
-227
| -2% | -$78.4K | 0.28% | 31 |
|
|
2018
Q3 | $4.29M | Sell |
11,544
-95
| -0.8% | -$33.4K | 0.34% | 23 |
|
|
2018
Q2 | $3.9M | Sell |
11,639
-216
| -2% | -$74.3K | 0.35% | 23 |
|
|
2018
Q1 | $3.89M | Buy |
11,855
+1,943
| +20% | +$656K | 0.33% | 23 |
|
|
2017
Q4 | $2.92M | Sell |
9,912
-1,631
| -14% | -$442K | 0.27% | 30 |
|
|
2017
Q3 | $2.93M | Sell |
11,543
-733
| -6% | -$171K | 0.23% | 40 |
|
|
2017
Q2 | $2.43M | Buy |
12,276
+1,127
| +10% | +$210K | 0.2% | 52 |
|
|
2017
Q1 | $1.97M | Buy |
11,149
+206
| +2% | +$35.1K | 0.18% | 52 |
|
|
2016
Q4 | $1.7M | Buy |
+10,943
| New | +$1.6M | 0.18% | 52 |
|
Other funds holding BA
VCM
VPM
