BTWM
Baker Tilly Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
11,971
-392
| -3% | -$82.1K | 0.9% | 22 |
|
|
2025
Q1 | $2.11M | Buy |
12,363
+1,470
| +13% | +$251K | 0.83% | 22 |
|
|
2024
Q4 | $1.93M | Sell |
10,893
-360
| -3% | -$63.7K | 0.76% | 27 |
|
|
2024
Q3 | $1.71M | Buy |
11,253
+2,593
| +30% | +$394K | 0.76% | 23 |
|
|
2024
Q2 | $1.58M | Sell |
8,660
-1,652
| -16% | -$301K | 0.64% | 27 |
|
|
2024
Q1 | $1.99M | Buy |
10,312
+1,860
| +22% | +$359K | 0.36% | 66 |
|
|
2023
Q4 | $2.2M | Sell |
8,452
-2,362
| -22% | -$616K | 0.36% | 60 |
|
|
2023
Q3 | $2.07M | Sell |
10,814
-20,320
| -65% | -$3.89M | 0.34% | 66 |
|
|
2023
Q2 | $6.57M | Buy |
31,134
+1,637
| +6% | +$346K | 0.69% | 25 |
|
|
2023
Q1 | $6.27M | Buy |
29,497
+3,041
| +11% | +$646K | 0.7% | 24 |
|
|
2022
Q4 | $5.04M | Buy |
26,456
+4,702
| +22% | +$896K | 0.62% | 35 |
|
|
2022
Q3 | $2.63M | Sell |
21,754
-724
| -3% | -$87.7K | 0.36% | 64 |
|
|
2022
Q2 | $3.07M | Buy |
22,478
+5,019
| +29% | +$686K | 0.4% | 61 |
|
|
2022
Q1 | $3.34M | Buy |
17,459
+2,126
| +14% | +$407K | 0.37% | 63 |
|
|
2021
Q4 | $3.09M | Buy |
15,333
+4,500
| +42% | +$906K | 0.33% | 61 |
|
|
2021
Q3 | $2.38M | Buy |
10,833
+1,846
| +21% | +$406K | 0.31% | 63 |
|
|
2021
Q2 | $2.15M | Buy |
8,987
+794
| +10% | +$190K | 0.35% | 61 |
|
|
2021
Q1 | $2.09M | Buy |
8,193
+6,941
| +554% | +$1.77M | 0.43% | 53 |
|
|
2020
Q4 | $268K | Buy |
+1,252
| New | +$268K | 0.08% | 262 |
|