CWM
CMH Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Sell |
55,490
-195
| -0.4% | -$40.9K | 2.71% | 8 |
|
|
2025
Q1 | $9.5M | Sell |
55,685
-482
| -0.9% | -$82.2K | 2.38% | 13 |
|
|
2024
Q4 | $9.94M | Buy |
56,167
+23,372
| +71% | +$4.14M | 2.28% | 13 |
|
|
2024
Q3 | $4.99M | Sell |
32,795
-18,733
| -36% | -$2.85M | 1.17% | 39 |
|
|
2024
Q2 | $9.38M | Buy |
51,528
+5,688
| +12% | +$1.04M | 2.31% | 14 |
|
|
2024
Q1 | $8.85M | Sell |
45,840
-20,280
| -31% | -$3.91M | 2.25% | 16 |
|
|
2023
Q4 | $17.2M | Buy |
66,120
+874
| +1% | +$228K | 4.18% | 5 |
|
|
2023
Q3 | $12.5M | Buy |
65,246
+3,465
| +6% | +$664K | 3.5% | 6 |
|
|
2023
Q2 | $13M | Buy |
61,781
+1,767
| +3% | +$373K | 3.51% | 6 |
|
|
2023
Q1 | $12.7M | Buy |
60,014
+1,885
| +3% | +$400K | 3.68% | 6 |
|
|
2022
Q4 | $11.1M | Buy |
58,129
+686
| +1% | +$131K | 3.55% | 6 |
|
|
2022
Q3 | $6.96M | Buy |
57,443
+26,993
| +89% | +$3.27M | 2.55% | 11 |
|
|
2022
Q2 | $4.16M | Sell |
30,450
-23,146
| -43% | -$3.16M | 1.51% | 24 |
|
|
2022
Q1 | $10.3M | Buy |
53,596
+14,404
| +37% | +$2.76M | 3.16% | 8 |
|
|
2021
Q4 | $7.89M | Buy |
39,192
+1,395
| +4% | +$281K | 2.38% | 12 |
|
|
2021
Q3 | $8.31M | Buy |
37,797
+5,057
| +15% | +$1.11M | 2.73% | 11 |
|
|
2021
Q2 | $7.84M | Buy |
32,740
+2,941
| +10% | +$705K | 2.62% | 13 |
|
|
2021
Q1 | $7.59M | Sell |
29,799
-839
| -3% | -$214K | 2.86% | 10 |
|
|
2020
Q4 | $6.56M | Sell |
30,638
-787
| -3% | -$168K | 2.4% | 14 |
|
|
2020
Q3 | $5.19M | Buy |
31,425
+1,872
| +6% | +$309K | 2.22% | 14 |
|
|
2020
Q2 | $5.42M | Buy |
29,553
+1,452
| +5% | +$266K | 2.59% | 10 |
|
|
2020
Q1 | $4.19M | Buy |
+28,101
| New | +$4.19M | 2.45% | 10 |
|