BSW
Buckingham Strategic Wealth’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.66M | Buy |
42,061
+612
| +1% | +$111K | 0.08% | 108 |
|
|
2024
Q1 | $8M | Sell |
41,449
-249
| -0.6% | -$48.1K | 0.08% | 108 |
|
|
2023
Q4 | $10.9M | Buy |
41,698
+318
| +0.8% | +$82.9K | 0.13% | 93 |
|
|
2023
Q3 | $7.93M | Buy |
41,380
+6,557
| +19% | +$1.26M | 0.11% | 99 |
|
|
2023
Q2 | $7.35M | Buy |
34,823
+3,149
| +10% | +$665K | 0.1% | 101 |
|
|
2023
Q1 | $6.03M | Hold |
31,674
| – | – | 0.11% | 103 |
|
|
2022
Q4 | $6.03M | Sell |
31,674
-3,102
| -9% | -$591K | 0.11% | 103 |
|
|
2022
Q3 | $4.21M | Sell |
34,776
-135
| -0.4% | -$16.3K | 0.09% | 115 |
|
|
2022
Q2 | $4.77M | Sell |
34,911
-110
| -0.3% | -$15K | 0.09% | 111 |
|
|
2022
Q1 | $6.71M | Sell |
35,021
-312
| -0.9% | -$59.7K | 0.13% | 83 |
|
|
2021
Q4 | $7.11M | Buy |
35,333
+1,834
| +5% | +$369K | 0.14% | 83 |
|
|
2021
Q3 | $7.37M | Buy |
33,499
+238
| +0.7% | +$52.3K | 0.15% | 81 |
|
|
2021
Q2 | $7.97M | Buy |
33,261
+545
| +2% | +$131K | 0.19% | 68 |
|
|
2021
Q1 | $8.33M | Sell |
32,716
-377
| -1% | -$96K | 0.41% | 52 |
|
|
2020
Q4 | $7.08M | Buy |
33,093
+15,532
| +88% | +$3.32M | 0.37% | 62 |
|
|
2020
Q3 | $2.9M | Sell |
17,561
-80
| -0.5% | -$13.2K | 0.22% | 83 |
|
|
2020
Q2 | $3.23M | Sell |
17,641
-1,254
| -7% | -$230K | 0.31% | 69 |
|
|
2020
Q1 | $2.82M | Sell |
18,895
-6,680
| -26% | -$996K | 0.27% | 73 |
|
|
2019
Q4 | $8.33M | Buy |
25,575
+8,372
| +49% | +$2.73M | 0.8% | 26 |
|
|
2019
Q3 | $6.55M | Buy |
17,203
+664
| +4% | +$253K | 0.71% | 30 |
|
|
2019
Q2 | $6.02M | Buy |
16,539
+970
| +6% | +$353K | 0.65% | 31 |
|
|
2019
Q1 | $5.94M | Sell |
15,569
-166
| -1% | -$63.3K | 0.75% | 29 |
|
|
2018
Q4 | $5.07M | Sell |
15,735
-1,142
| -7% | -$368K | 0.77% | 26 |
|
|
2018
Q3 | $6.28M | Buy |
16,877
+739
| +5% | +$275K | 0.96% | 20 |
|
|
2018
Q2 | $5.41M | Buy |
16,138
+11,627
| +258% | +$3.9M | 0.88% | 23 |
|
|
2018
Q1 | $1.48M | Sell |
4,511
-10,179
| -69% | -$3.34M | 0.29% | 78 |
|
|
2017
Q4 | $4.33M | Buy |
14,690
+114
| +0.8% | +$33.6K | 0.9% | 23 |
|
|
2017
Q3 | $3.71M | Buy |
14,576
+41
| +0.3% | +$10.4K | 0.88% | 21 |
|
|
2017
Q2 | $2.87M | Buy |
14,535
+570
| +4% | +$113K | 0.68% | 32 |
|
|
2017
Q1 | $2.47M | Buy |
13,965
+65
| +0.5% | +$11.5K | 0.72% | 24 |
|
|
2016
Q4 | $2.16M | Sell |
13,900
-687
| -5% | -$107K | 0.7% | 27 |
|
|
2016
Q3 | $1.92M | Sell |
14,587
-100
| -0.7% | -$13.2K | 0.65% | 31 |
|
|
2016
Q2 | $1.91M | Sell |
14,687
-1,502
| -9% | -$195K | 0.65% | 31 |
|
|
2016
Q1 | $2.06M | Buy |
16,189
+2,152
| +15% | +$273K | 0.68% | 30 |
|
|
2015
Q4 | $2.03M | Buy |
14,037
+119
| +0.9% | +$17.2K | 0.68% | 24 |
|
|
2015
Q3 | $1.82M | Sell |
13,918
-3
| -0% | -$393 | 0.64% | 30 |
|
|
2015
Q2 | $1.93M | Buy |
13,921
+73
| +0.5% | +$10.1K | 0.63% | 33 |
|
|
2015
Q1 | $2.08M | Sell |
13,848
-197
| -1% | -$29.6K | 0.78% | 21 |
|
|
2014
Q4 | $1.83M | Buy |
14,045
+1,203
| +9% | +$156K | 0.71% | 29 |
|
|
2014
Q3 | $1.64M | Hold |
12,842
| – | – | 0.67% | 31 |
|
|
2014
Q2 | $1.63M | Sell |
12,842
-149
| -1% | -$19K | 0.71% | 28 |
|
|
2014
Q1 | $1.63M | Buy |
12,991
+10
| +0.1% | +$1.26K | 0.75% | 28 |
|
|
2013
Q4 | $1.77M | Buy |
+12,981
| New | +$1.77M | 0.83% | 26 |
|