Avidian Wealth Enterprises’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 | $1.28M | Buy |
6,441
+577
| +10% | +$131K | 0.04% | 258 |
|
|
2025
Q4 | $1.27M | Buy |
5,864
+280
| +5% | +$57.6K | 0.05% | 192 |
|
|
2025
Q3 | $1.21M | Buy |
5,584
+1,242
| +29% | +$280K | 0.05% | 193 |
|
|
2025
Q2 | $910K | Buy |
4,342
+253
| +6% | +$47.8K | 0.04% | 214 |
|
|
2025
Q1 | $697K | Sell |
4,089
-191
| -4% | -$33.1K | 0.03% | 244 |
|
|
2024
Q4 | $758K | Buy |
4,280
+171
| +4% | +$26.8K | 0.03% | 229 |
|
|
2024
Q3 | $625K | Buy |
4,109
+18
| +0.4% | +$3.09K | 0.03% | 258 |
|
|
2024
Q2 | $745K | Sell |
4,091
-926
| -18% | -$165K | 0.04% | 224 |
|
|
2024
Q1 | $968K | Buy |
5,017
+129
| +3% | +$26.5K | 0.05% | 170 |
|
|
2023
Q4 | $1.27M | Hold |
4,888
| – | – | 0.08% | 140 |
|
|
2023
Q3 | $937K | Sell |
4,888
-678
| -12% | -$148K | 0.07% | 171 |
|
|
2023
Q2 | $1.18M | Sell |
5,566
-17,884
| -76% | -$3.71M | 0.08% | 157 |
|
|
2023
Q1 | $4.98M | Buy |
23,450
+5,156
| +28% | +$1.07M | 0.27% | 75 |
|
|
2022
Q4 | $3.48M | Buy |
18,294
+4,572
| +33% | +$748K | 0.23% | 87 |
|
|
2022
Q3 | $1.66M | Sell |
13,722
-145
| -1% | -$22.2K | 0.12% | 115 |
|
|
2022
Q2 | $1.9M | Buy |
13,867
+645
| +5% | +$95.1K | 0.13% | 114 |
|
|
2022
Q1 | $2.53M | Sell |
13,222
-370
| -3% | -$74.3K | 0.16% | 105 |
|
|
2021
Q4 | $2.74M | Buy |
13,592
+2,129
| +19% | +$450K | 0.17% | 101 |
|
|
2021
Q3 | $2.52M | Sell |
11,463
-564
| -5% | -$126K | 0.19% | 83 |
|
|
2021
Q2 | $2.88M | Buy |
12,027
+600
| +5% | +$145K | 0.22% | 76 |
|
|
2021
Q1 | $2.91M | Buy |
11,427
+280
| +3% | +$62.2K | 0.25% | 68 |
|
|
2020
Q4 | $2.39M | Buy |
11,147
+656
| +6% | +$126K | 0.23% | 69 |
|
|
2020
Q3 | $1.73M | Sell |
10,491
-5,100
| -33% | -$869K | 0.2% | 75 |
|
|
2020
Q2 | $2.86M | Sell |
15,591
-69,024
| -82% | -$10.6M | 0.39% | 45 |
|
|
2020
Q1 | $12.6M | Buy |
84,615
+83,335
| +6,511% | +$22.8M | 2.03% | 11 |
|
|
2019
Q4 | $417K | Buy |
1,280
+515
| +67% | +$182K | 0.06% | 137 |
|
|
2019
Q3 | $291K | Sell |
765
-21
| -3% | -$7.51K | 0.05% | 151 |
|
|
2019
Q2 | $286K | Buy |
786
+5
| +0.6% | +$1.82K | 0.07% | 111 |
|
|
2019
Q1 | $298K | Sell |
781
-94
| -11% | -$36.2K | 0.07% | 97 |
|
|
2018
Q4 | $282K | Sell |
875
-50
| -5% | -$17.3K | 0.1% | 72 |
|
|
2018
Q3 | $344K | Sell |
925
-3
| -0.3% | -$1.05K | 0.11% | 75 |
|
|
2018
Q2 | $311K | Buy |
928
+14
| +2% | +$4.82K | 0.1% | 71 |
|
|
2018
Q1 | $300K | Buy |
914
+5
| +0.6% | +$1.69K | 0.1% | 73 |
|
|
2017
Q4 | $268 | Sell |
909
-8
| -0.9% | -$2.17K | 0.07% | 85 |
|
|
2017
Q3 | $233K | Buy |
+917
| New | +$214K | 0.09% | 76 |
|
Other funds holding BA
VCM
VPM
