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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $42.2M | Buy |
212,048
+23,666
| +13% | +$5.39M | 0.11% | 174 |
|
|
2025
Q4 | $40.9M | Buy |
188,382
+39,842
| +27% | +$8.19M | 0.11% | 168 |
|
|
2025
Q3 | $32.1M | Buy |
148,540
+11,088
| +8% | +$2.5M | 0.1% | 179 |
|
|
2025
Q2 | $28.8M | Buy |
137,452
+1,278
| +0.9% | +$241K | 0.1% | 173 |
|
|
2025
Q1 | $23.2M | Buy |
136,174
+11,179
| +9% | +$1.93M | 0.09% | 203 |
|
|
2024
Q4 | $22.1M | Buy |
124,995
+98,443
| +371% | +$15.4M | 0.09% | 191 |
|
|
2024
Q3 | $4.04M | Buy |
26,552
+2,249
| +9% | +$386K | 0.02% | 493 |
|
|
2024
Q2 | $4.42M | Sell |
24,303
-436
| -2% | -$77.7K | 0.02% | 443 |
|
|
2024
Q1 | $4.77M | Buy |
24,739
+3,108
| +14% | +$639K | 0.02% | 425 |
|
|
2023
Q4 | $5.64M | Sell |
21,631
-147
| -0.7% | -$31.4K | 0.03% | 376 |
|
|
2023
Q3 | $4.17M | Buy |
21,778
+857
| +4% | +$188K | 0.03% | 396 |
|
|
2023
Q2 | $4.42M | Buy |
20,921
+1,419
| +7% | +$295K | 0.03% | 363 |
|
|
2023
Q1 | $4.14M | Buy |
19,502
+2,716
| +16% | +$564K | 0.03% | 359 |
|
|
2022
Q4 | $3.2M | Buy |
16,786
+323
| +2% | +$52.8K | 0.02% | 384 |
|
|
2022
Q3 | $1.99M | Buy |
16,463
+1,826
| +12% | +$280K | 0.02% | 421 |
|
|
2022
Q2 | $2M | Buy |
14,637
+2,376
| +19% | +$350K | 0.02% | 412 |
|
|
2022
Q1 | $2.35M | Sell |
12,261
-1,677
| -12% | -$337K | 0.02% | 384 |
|
|
2021
Q4 | $2.81M | Buy |
+13,938
| New | +$2.94M | 0.02% | 370 |
|
|
2021
Q2 | $3.02M | Hold |
12,601
| – | – | 0.02% | 349 |
|
|
2021
Q1 | $3.02M | Hold |
12,601
| – | – | 0.02% | 349 |
|
|
2020
Q4 | $3.02M | Hold |
12,601
| – | – | 0.02% | 349 |
|
|
2020
Q3 | $3.02M | Hold |
12,601
| – | – | 0.02% | 349 |
|
|
2020
Q2 | $3.02M | Hold |
12,601
| – | – | 0.02% | 349 |
|
|
2020
Q1 | $3.02M | Hold |
12,601
| – | – | 0.02% | 349 |
|
|
2019
Q4 | $3.02M | Hold |
12,601
| – | – | 0.02% | 349 |
|
|
2019
Q3 | $3.02M | Hold |
12,601
| – | – | 0.02% | 349 |
|
|
2019
Q2 | $3.02M | Hold |
12,601
| – | – | 0.02% | 349 |
|
|
2019
Q1 | $3.02M | Buy |
12,601
+7,426
| +143% | +$2.86M | 0.02% | 349 |
|
|
2018
Q4 | $1.67M | Buy |
5,175
+639
| +14% | +$221K | 0.04% | 308 |
|
|
2018
Q3 | $1.69M | Buy |
4,536
+1,377
| +44% | +$484K | 0.04% | 267 |
|
|
2018
Q2 | $1.06M | Buy |
3,159
+700
| +28% | +$241K | 0.03% | 271 |
|
|
2018
Q1 | $806K | Buy |
2,459
+431
| +21% | +$146K | 0.03% | 243 |
|
|
2017
Q4 | $598K | Buy |
2,028
+404
| +25% | +$109K | 0.03% | 259 |
|
|
2017
Q3 | $413K | Buy |
1,624
+91
| +6% | +$21.2K | 0.02% | 266 |
|
|
2017
Q2 | $303K | Sell |
1,533
-420
| -22% | -$78.2K | 0.02% | 278 |
|
|
2017
Q1 | $345K | Sell |
1,953
-271
| -12% | -$46.2K | 0.02% | 251 |
|
|
2016
Q4 | $346K | Buy |
2,224
+453
| +26% | +$66.2K | 0.02% | 230 |
|
|
2016
Q3 | $233K | Buy |
1,771
+294
| +20% | +$38.7K | 0.02% | 254 |
|
|
2016
Q2 | $192K | Buy |
1,477
+282
| +24% | +$36.8K | 0.01% | 244 |
|
|
2016
Q1 | $152K | Hold |
1,195
| – | – | 0.01% | 247 |
|
|
2015
Q4 | $173K | Sell |
1,195
-500
| -29% | -$72K | 0.02% | 235 |
|
|
2015
Q3 | $222K | Hold |
1,695
| – | – | 0.02% | 199 |
|
|
2015
Q2 | $235K | Sell |
1,695
-65
| -4% | -$9.48K | 0.02% | 173 |
|
|
2015
Q1 | $264K | Buy |
+1,760
| New | +$256K | 0.03% | 166 |
|
|
2014
Q1 | – | Sell |
-1,271
| Closed | -$173K | – | 175 |
|
|
2013
Q4 | $173K | Sell |
1,271
-384
| -23% | -$49.9K | 0.03% | 167 |
|
|
2013
Q3 | $194K | Buy |
+1,655
| New | +$178K | 0.05% | 132 |
|
Other funds holding BA
VCM
VPM
