Avion Wealth’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 | $2.52M | Sell |
12,658
-200
| -2% | -$45.5K | 0.52% | 25 |
|
|
2025
Q4 | $2.79M | Buy |
12,858
+1
| +0% | +$206 | 0.59% | 23 |
|
|
2025
Q3 | $2.77M | Buy |
12,857
+6
| +0% | +$1.35K | 0.6% | 21 |
|
|
2025
Q2 | $2.69M | Sell |
12,851
-521
| -4% | -$98.4K | 0.61% | 20 |
|
|
2025
Q1 | $2.37M | Buy |
13,372
+6
| +0% | +$1.04K | 0.61% | 22 |
|
|
2024
Q4 | $2.37M | Buy |
13,366
+19
| +0.1% | +$2.98K | 0.61% | 22 |
|
|
2024
Q3 | $2.03M | Hold |
13,347
| – | – | 0.53% | 24 |
|
|
2024
Q2 | $2.43M | Buy |
13,347
+12
| +0.1% | +$2.14K | 0.67% | 21 |
|
|
2024
Q1 | $2.57M | Buy |
13,335
+118
| +0.9% | +$24.2K | 0.69% | 20 |
|
|
2023
Q4 | $3.44M | Sell |
13,217
-299
| -2% | -$63.9K | 0.97% | 17 |
|
|
2023
Q3 | $2.59M | Buy |
13,516
+6
| +0% | +$1.31K | 0.74% | 22 |
|
|
2023
Q2 | $2.85M | Buy |
13,510
+50
| +0.4% | +$10.4K | 0.75% | 23 |
|
|
2023
Q1 | $2.56M | Hold |
13,460
| – | – | 0.7% | 22 |
|
|
2022
Q4 | $1.63M | Hold |
13,460
| – | – | 0.51% | 26 |
|
|
2022
Q3 | $1.63M | Hold |
13,460
| – | – | 0.51% | 26 |
|
|
2022
Q2 | $1.84M | Sell |
13,460
-42
| -0.3% | -$6.2K | 0.57% | 24 |
|
|
2022
Q1 | $2.59M | Sell |
13,502
-897
| -6% | -$180K | 0.74% | 21 |
|
|
2021
Q4 | $2.9M | Buy |
14,399
+12,367
| +609% | +$2.61M | 0.82% | 20 |
|
|
2021
Q3 | $447K | Buy |
2,032
+955
| +89% | +$213K | 0.14% | 31 |
|
|
2021
Q2 | $258K | Buy |
1,077
+363
| +51% | +$87.8K | 0.08% | 43 |
|
|
2021
Q1 | $182K | Sell |
714
-200
| -22% | -$44.5K | 0.06% | 46 |
|
|
2020
Q4 | $196K | Buy |
914
+100
| +12% | +$19.2K | 0.06% | 43 |
|
|
2020
Q3 | $135K | Hold |
814
| – | – | 0.05% | 48 |
|
|
2020
Q2 | $149K | Buy |
814
+150
| +23% | +$23.1K | 0.05% | 43 |
|
|
2020
Q1 | $99K | Buy |
664
+27
| +4% | +$7.39K | 0.04% | 52 |
|
|
2019
Q4 | $208K | Sell |
637
-295
| -32% | -$104K | 0.19% | 46 |
|
|
2019
Q3 | $355K | Buy |
+932
| New | +$333K | 0.34% | 32 |
|
Other funds holding BA
VCM
VPM
