Benchmark Financial Wealth Advisors’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 | $248K | Buy |
1,245
+100
| +9% | +$22.8K | 0.07% | 114 |
|
|
2025
Q4 | $249K | Sell |
1,145
-3
| -0.3% | -$617 | 0.07% | 104 |
|
|
2025
Q3 | $248K | Buy |
1,148
+14
| +1% | +$3.16K | 0.07% | 100 |
|
|
2025
Q2 | $238K | Buy |
+1,134
| New | +$214K | 0.08% | 101 |
|
|
2024
Q3 | – | Sell |
-1,764
| Closed | -$321K | – | 101 |
|
|
2024
Q2 | $321K | Hold |
1,764
| – | – | 0.12% | 67 |
|
|
2024
Q1 | $340K | Sell |
1,764
-21
| -1% | -$4.32K | 0.13% | 61 |
|
|
2023
Q4 | $465K | Buy |
1,785
+47
| +3% | +$10.1K | 0.2% | 46 |
|
|
2023
Q3 | $333K | Buy |
1,738
+1
| +0.1% | +$219 | 0.16% | 47 |
|
|
2023
Q2 | $367K | Hold |
1,737
| – | – | 0.17% | 46 |
|
|
2023
Q1 | $369K | Hold |
1,737
| – | – | 0.19% | 42 |
|
|
2022
Q4 | $331K | Sell |
1,737
-36
| -2% | -$5.89K | 0.18% | 48 |
|
|
2022
Q3 | $215K | Buy |
1,773
+26
| +1% | +$3.99K | 0.13% | 65 |
|
|
2022
Q2 | $239K | Buy |
1,747
+200
| +13% | +$29.5K | 0.12% | 59 |
|
|
2022
Q1 | $296K | Sell |
1,547
-363
| -19% | -$72.9K | 0.13% | 59 |
|
|
2021
Q4 | $384K | Sell |
1,910
-12
| -0.6% | -$2.54K | 0.16% | 46 |
|
|
2021
Q3 | $423K | Sell |
1,922
-245
| -11% | -$54.6K | 0.2% | 42 |
|
|
2021
Q2 | $519K | Sell |
2,167
-100
| -4% | -$24.2K | 0.25% | 39 |
|
|
2021
Q1 | $577K | Sell |
2,267
-420
| -16% | -$93.4K | 0.31% | 34 |
|
|
2020
Q4 | $575K | Buy |
2,687
+83
| +3% | +$16K | 0.32% | 34 |
|
|
2020
Q3 | $430K | Buy |
2,604
+105
| +4% | +$17.9K | 0.28% | 36 |
|
|
2020
Q2 | $458K | Buy |
2,499
+1,136
| +83% | +$175K | 0.34% | 35 |
|
|
2020
Q1 | $203K | Buy |
1,363
+122
| +10% | +$33.4K | 0.2% | 37 |
|
|
2019
Q4 | $404K | Buy |
1,241
+5
| +0.4% | +$1.77K | 0.33% | 23 |
|
|
2019
Q3 | $470K | Buy |
1,236
+311
| +34% | +$111K | 0.46% | 21 |
|
|
2019
Q2 | $337K | Buy |
925
+128
| +16% | +$46.7K | 0.33% | 24 |
|
|
2019
Q1 | $304K | Buy |
797
+22
| +3% | +$8.47K | 0.32% | 25 |
|
|
2018
Q4 | $250K | Buy |
+775
| New | +$268K | 0.31% | 26 |
|
Other funds holding BA
VCM
VPM
