CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $840K | Sell |
3,718
-56
| -1% | -$12.6K | 0.3% | 72 |
|
|
2025
Q1 | $591K | Sell |
3,774
-110
| -3% | -$17.2K | 0.24% | 82 |
|
|
2024
Q4 | $706K | Sell |
3,884
-353
| -8% | -$64.2K | 0.26% | 79 |
|
|
2024
Q3 | $657K | Sell |
4,237
-1,087
| -20% | -$169K | 0.25% | 84 |
|
|
2024
Q2 | $995K | Sell |
5,324
-220
| -4% | -$41.1K | 0.39% | 58 |
|
|
2024
Q1 | $925K | Sell |
5,544
-216
| -4% | -$36K | 0.39% | 61 |
|
|
2023
Q4 | $1.23M | Sell |
5,760
-8
| -0.1% | -$1.71K | 0.51% | 46 |
|
|
2023
Q3 | $1.03M | Sell |
5,768
-546
| -9% | -$97K | 0.48% | 49 |
|
|
2023
Q2 | $1.46M | Sell |
6,314
-369
| -6% | -$85.4K | 0.64% | 38 |
|
|
2023
Q1 | $1.34M | Sell |
6,683
-235
| -3% | -$47.2K | 0.61% | 43 |
|
|
2022
Q4 | $1.46M | Sell |
6,918
-265
| -4% | -$56K | 0.64% | 39 |
|
|
2022
Q3 | $1.02M | Sell |
7,183
-63
| -0.9% | -$8.9K | 0.48% | 55 |
|
|
2022
Q2 | $1.01M | Sell |
7,246
-208
| -3% | -$28.9K | 0.46% | 57 |
|
|
2022
Q1 | $1.31M | Buy |
7,454
+218
| +3% | +$38.2K | 0.53% | 52 |
|
|
2021
Q4 | $1.48M | Buy |
7,236
+103
| +1% | +$21K | 0.62% | 45 |
|
|
2021
Q3 | $1.59M | Buy |
7,133
+62
| +0.9% | +$13.8K | 0.64% | 44 |
|
|
2021
Q2 | $1.54M | Buy |
7,071
+87
| +1% | +$18.9K | 0.66% | 41 |
|
|
2021
Q1 | $1.69M | Buy |
6,984
+493
| +8% | +$120K | 0.75% | 35 |
|
|
2020
Q4 | $1.37M | Sell |
6,491
-126
| -2% | -$26.6K | 0.67% | 37 |
|
|
2020
Q3 | $1.21M | Sell |
6,617
-95
| -1% | -$17.3K | 0.63% | 45 |
|
|
2020
Q2 | $1.11M | Sell |
6,712
-178
| -3% | -$29.5K | 0.64% | 43 |
|
|
2020
Q1 | $958K | Buy |
6,890
+502
| +8% | +$69.8K | 0.59% | 49 |
|
|
2019
Q4 | $2.02M | Buy |
6,388
+422
| +7% | +$134K | 1.14% | 26 |
|
|
2019
Q3 | $2.21M | Sell |
5,966
-194
| -3% | -$72K | 1.36% | 17 |
|
|
2019
Q2 | $2.28M | Sell |
6,160
-147
| -2% | -$54.3K | 1.37% | 18 |
|
|
2019
Q1 | $2.41M | Sell |
6,307
-616
| -9% | -$235K | 1.51% | 16 |
|
|
2018
Q4 | $2.23M | Sell |
6,923
-99
| -1% | -$31.9K | 1.6% | 16 |
|
|
2018
Q3 | $2.61M | Sell |
7,022
-85
| -1% | -$31.6K | 1.6% | 13 |
|
|
2018
Q2 | $2.35M | Sell |
7,107
-223
| -3% | -$73.9K | 1.52% | 14 |
|
|
2018
Q1 | $2.35M | Sell |
7,330
-405
| -5% | -$130K | 1.58% | 13 |
|
|
2017
Q4 | $2.28M | Sell |
7,735
-1,623
| -17% | -$479K | 1.43% | 15 |
|
|
2017
Q3 | $2.38M | Sell |
9,358
-869
| -8% | -$221K | 1.52% | 13 |
|
|
2017
Q2 | $2.02M | Sell |
10,227
-111
| -1% | -$21.9K | 1.37% | 16 |
|
|
2017
Q1 | $1.83M | Sell |
10,338
-5,281
| -34% | -$934K | 1.27% | 19 |
|
|
2016
Q4 | $2.43M | Sell |
15,619
-413
| -3% | -$64.3K | 1.77% | 12 |
|
|
2016
Q3 | $2.11M | Buy |
16,032
+2
| +0% | +$263 | 1.65% | 17 |
|
|
2016
Q2 | $2.08M | Sell |
16,030
-19
| -0.1% | -$2.47K | 1.64% | 17 |
|
|
2016
Q1 | $2.04M | Buy |
16,049
+6,074
| +61% | +$771K | 1.66% | 15 |
|
|
2015
Q4 | $1.4M | Buy |
9,975
+135
| +1% | +$19K | 1.2% | 29 |
|
|
2015
Q3 | $1.29M | Buy |
9,840
+335
| +4% | +$43.9K | 1.25% | 29 |
|
|
2015
Q2 | $1.34M | Buy |
9,505
+945
| +11% | +$133K | 1.25% | 28 |
|
|
2015
Q1 | $1.28M | Hold |
8,560
| – | – | 1.28% | 28 |
|
|
2014
Q4 | $1.11M | Buy |
8,560
+1,995
| +30% | +$259K | 0.98% | 27 |
|
|
2014
Q3 | $820K | Buy |
+6,565
| New | +$820K | 0.94% | 35 |
|