Carson Wealth (CWM LLC)’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $32.1M | Buy |
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|
2025
Q2 | $28.8M | Buy |
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|
2025
Q1 | $23.2M | Buy |
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|
2024
Q4 | $22.1M | Buy |
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|
2024
Q3 | $4.04M | Buy |
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|
2024
Q2 | $4.42M | Sell |
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|
2024
Q1 | $4.77M | Buy |
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|
2023
Q4 | $5.64M | Sell |
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|
2023
Q3 | $4.17M | Buy |
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|
2023
Q2 | $4.42M | Buy |
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|
2023
Q1 | $4.14M | Buy |
|
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|
2022
Q4 | $3.2M | Buy |
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|
2022
Q3 | $1.99M | Buy |
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|
2022
Q2 | $2M | Buy |
|
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|
2022
Q1 | $2.35M | Sell |
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|
2021
Q4 | $2.81M | Buy |
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|
2021
Q2 | $3.02M | Hold |
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|
2021
Q1 | $3.02M | Hold |
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|
2020
Q4 | $3.02M | Hold |
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|
2020
Q3 | $3.02M | Hold |
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|
2020
Q2 | $3.02M | Hold |
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|
2020
Q1 | $3.02M | Hold |
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|
2019
Q4 | $3.02M | Hold |
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|
2019
Q3 | $3.02M | Hold |
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|
2019
Q2 | $3.02M | Hold |
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|
2019
Q1 | $3.02M | Buy |
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|
2018
Q4 | $1.67M | Buy |
|
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|
2018
Q3 | $1.69M | Buy |
|
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|
2018
Q2 | $1.06M | Buy |
|
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|
2018
Q1 | $806K | Buy |
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|
2017
Q4 | $598K | Buy |
|
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|
2017
Q3 | $413K | Buy |
|
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|
2017
Q2 | $303K | Sell |
|
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|
2017
Q1 | $345K | Sell |
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|
2016
Q4 | $346K | Buy |
|
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|
2016
Q3 | $233K | Buy |
|
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|
2016
Q2 | $192K | Buy |
|
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|
2016
Q1 | $152K | Hold |
|
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|
2015
Q4 | $173K | Sell |
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|
2015
Q3 | $222K | Hold |
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|
2015
Q2 | $235K | Sell |
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|
2015
Q1 | $264K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $173K | Sell |
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|
2013
Q3 | $194K | Buy |
|