BRWA
B. Riley Wealth Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Buy |
+19,422
| New | +$4.07M | 0.19% | 111 |
|
|
2024
Q4 | $2.98M | Sell |
16,843
-2,094
| -11% | -$371K | 0.1% | 208 |
|
|
2024
Q3 | $2.87M | Sell |
18,937
-3,979
| -17% | -$602K | 0.08% | 240 |
|
|
2024
Q2 | $4.17M | Sell |
22,916
-18,176
| -44% | -$3.31M | 0.11% | 188 |
|
|
2024
Q1 | $7.88M | Buy |
41,092
+2,557
| +7% | +$490K | 0.21% | 102 |
|
|
2023
Q4 | $10M | Sell |
38,535
-2,557
| -6% | -$667K | 0.27% | 73 |
|
|
2023
Q3 | $7.88M | Sell |
41,092
-88,614
| -68% | -$17M | 0.21% | 102 |
|
|
2023
Q2 | $27.4M | Buy |
129,706
+88,100
| +212% | +$18.6M | 0.61% | 23 |
|
|
2023
Q1 | $8.84M | Sell |
41,606
-1,827
| -4% | -$388K | 0.24% | 91 |
|
|
2022
Q4 | $8.27M | Buy |
43,433
+2,998
| +7% | +$571K | 0.23% | 93 |
|
|
2022
Q3 | $4.9M | Buy |
40,435
+14,953
| +59% | +$1.81M | 0.15% | 153 |
|
|
2022
Q2 | $3.49M | Sell |
25,482
-9,250
| -27% | -$1.27M | 0.15% | 148 |
|
|
2022
Q1 | $6.65M | Sell |
34,732
-15,837
| -31% | -$3.03M | 0.22% | 98 |
|
|
2021
Q4 | $10.2M | Sell |
50,569
-5,181
| -9% | -$1.04M | 0.29% | 71 |
|
|
2021
Q3 | $12.3M | Buy |
55,750
+4,531
| +9% | +$997K | 0.39% | 51 |
|
|
2021
Q2 | $12.3M | Buy |
51,219
+16,806
| +49% | +$4.03M | 0.4% | 50 |
|
|
2021
Q1 | $8.77M | Buy |
34,413
+9,292
| +37% | +$2.37M | 0.31% | 63 |
|
|
2020
Q4 | $5.38M | Sell |
25,121
-206
| -0.8% | -$44.1K | 0.29% | 80 |
|
|
2020
Q3 | $4.19M | Buy |
25,327
+2,726
| +12% | +$451K | 0.22% | 101 |
|
|
2020
Q2 | $4.14M | Buy |
22,601
+5,420
| +32% | +$994K | 0.28% | 91 |
|
|
2020
Q1 | $2.56M | Buy |
17,181
+371
| +2% | +$55.3K | 0.22% | 113 |
|
|
2019
Q4 | $5.48M | Buy |
16,810
+99
| +0.6% | +$32.3K | 0.47% | 45 |
|
|
2019
Q3 | $6.36M | Sell |
16,711
-812
| -5% | -$309K | 0.63% | 30 |
|
|
2019
Q2 | $6.38M | Buy |
17,523
+484
| +3% | +$176K | 0.7% | 25 |
|
|
2019
Q1 | $6.5M | Sell |
17,039
-199
| -1% | -$75.9K | 0.81% | 19 |
|
|
2018
Q4 | $5.56M | Buy |
17,238
+1,803
| +12% | +$581K | 0.79% | 21 |
|
|
2018
Q3 | $5.74M | Sell |
15,435
-1,741
| -10% | -$648K | 0.68% | 23 |
|
|
2018
Q2 | $5.76M | Buy |
17,176
+3,311
| +24% | +$1.11M | 0.76% | 20 |
|
|
2018
Q1 | $4.55M | Buy |
13,865
+3,853
| +38% | +$1.26M | 0.64% | 27 |
|
|
2017
Q4 | $2.95M | Sell |
10,012
-35
| -0.3% | -$10.3K | 0.4% | 62 |
|
|
2017
Q3 | $2.56M | Sell |
10,047
-347
| -3% | -$88.2K | 0.42% | 55 |
|
|
2017
Q2 | $2.06M | Sell |
10,394
-242
| -2% | -$47.9K | 0.37% | 64 |
|
|
2017
Q1 | $1.88M | Buy |
10,636
+133
| +1% | +$23.5K | 0.38% | 67 |
|
|
2016
Q4 | $1.64M | Sell |
10,503
-326
| -3% | -$50.8K | 0.33% | 81 |
|
|
2016
Q3 | $1.43M | Buy |
10,829
+925
| +9% | +$122K | 0.28% | 88 |
|
|
2016
Q2 | $1.29M | Sell |
9,904
-2,737
| -22% | -$356K | 0.26% | 98 |
|
|
2016
Q1 | $1.61M | Buy |
12,641
+1,534
| +14% | +$195K | 0.37% | 65 |
|
|
2015
Q4 | $1.61M | Sell |
11,107
-32
| -0.3% | -$4.63K | 0.33% | 76 |
|
|
2015
Q3 | $1.46M | Buy |
11,139
+606
| +6% | +$79.4K | 0.35% | 64 |
|
|
2015
Q2 | $1.46M | Sell |
10,533
-800
| -7% | -$111K | 0.36% | 59 |
|
|
2015
Q1 | $1.7M | Buy |
11,333
+804
| +8% | +$121K | 0.41% | 56 |
|
|
2014
Q4 | $8.68K | Buy |
10,529
+938
| +10% | +$774 | 0.19% | 115 |
|
|
2014
Q3 | $1.22M | Sell |
9,591
-8,969
| -48% | -$1.14M | 0.32% | 71 |
|
|
2014
Q2 | $1.18M | Buy |
18,560
+9,156
| +97% | +$583K | 0.28% | 67 |
|
|
2014
Q1 | $1.18M | Sell |
9,404
-321
| -3% | -$40.3K | 0.36% | 58 |
|
|
2013
Q4 | $1.33M | Sell |
9,725
-1,560
| -14% | -$213K | 0.42% | 49 |
|
|
2013
Q3 | $1.33M | Buy |
11,285
+3,279
| +41% | +$385K | 0.45% | 48 |
|
|
2013
Q2 | $820K | Buy |
+8,006
| New | +$820K | 0.28% | 79 |
|