BBWA
Bell & Brown Wealth Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.66M | Sell |
36,571
-21
| -0.1% | -$4.4K | 2.74% | 11 |
|
|
2025
Q1 | $6.24M | Buy |
36,592
+307
| +0.8% | +$52.4K | 2.43% | 14 |
|
|
2024
Q4 | $6.42M | Sell |
36,285
-956
| -3% | -$169K | 2.39% | 13 |
|
|
2024
Q3 | $5.66M | Buy |
37,241
+252
| +0.7% | +$38.3K | 2.21% | 13 |
|
|
2024
Q2 | $6.73M | Buy |
36,989
+614
| +2% | +$112K | 2.58% | 11 |
|
|
2024
Q1 | $7.02M | Buy |
36,375
+5,757
| +19% | +$1.11M | 3% | 8 |
|
|
2023
Q4 | $7.98M | Buy |
+30,618
| New | +$7.98M | 3.71% | 5 |
|
|
2023
Q2 | $6.51M | Buy |
30,834
+227
| +0.7% | +$47.9K | 3.26% | 6 |
|
|
2023
Q1 | $6.5M | Sell |
30,607
-928
| -3% | -$197K | 3.46% | 4 |
|
|
2022
Q4 | $6.01M | Buy |
31,535
+430
| +1% | +$81.9K | 3.3% | 5 |
|
|
2022
Q3 | $3.77M | Buy |
31,105
+373
| +1% | +$45.2K | 2.33% | 13 |
|
|
2022
Q2 | $4.2M | Buy |
30,732
+970
| +3% | +$133K | 2.25% | 14 |
|
|
2022
Q1 | $5.7M | Buy |
29,762
+546
| +2% | +$105K | 2.58% | 10 |
|
|
2021
Q4 | $6.28M | Buy |
29,216
+4,010
| +16% | +$863K | 3.03% | 7 |
|
|
2021
Q3 | $5.54M | Buy |
+25,206
| New | +$5.54M | 2.99% | 6 |
|
|
2020
Q3 | $3.78M | Buy |
22,847
+1,606
| +8% | +$265K | 2.73% | 11 |
|
|
2020
Q2 | $3.64M | Buy |
21,241
+953
| +5% | +$163K | 2.85% | 8 |
|
|
2020
Q1 | $2.61M | Buy |
20,288
+4,505
| +29% | +$579K | 2.42% | 15 |
|
|
2019
Q4 | $5.23M | Buy |
15,783
+1,317
| +9% | +$436K | 3.89% | 2 |
|
|
2019
Q3 | $5.46M | Sell |
14,466
-256
| -2% | -$96.5K | 4.48% | 2 |
|
|
2019
Q2 | $5.36M | Buy |
14,722
+571
| +4% | +$208K | 4.72% | 2 |
|
|
2019
Q1 | $5.4M | Sell |
14,151
-653
| -4% | -$249K | 4.92% | 1 |
|
|
2018
Q4 | $4.77M | Buy |
14,804
+152
| +1% | +$49K | 5.11% | 1 |
|
|
2018
Q3 | $5.2M | Sell |
14,652
-1,079
| -7% | -$383K | 4.83% | 2 |
|
|
2018
Q2 | $5.28M | Sell |
15,731
-677
| -4% | -$227K | 5.21% | 1 |
|
|
2018
Q1 | $5.39M | Sell |
16,408
-1,247
| -7% | -$410K | 5.68% | 1 |
|
|
2017
Q4 | $5.21M | Buy |
+17,655
| New | +$5.21M | 5.4% | 1 |
|