CWM
Cornerstone Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
13,413
-2,083
| -13% | -$436K | 0.17% | 125 |
|
|
2025
Q1 | $2.64M | Buy |
15,496
+811
| +6% | +$138K | 0.18% | 120 |
|
|
2024
Q4 | $2.6M | Buy |
14,685
+728
| +5% | +$129K | 0.18% | 117 |
|
|
2024
Q3 | $2.12M | Sell |
13,957
-29
| -0.2% | -$4.41K | 0.15% | 138 |
|
|
2024
Q2 | $2.55M | Sell |
13,986
-168
| -1% | -$30.6K | 0.2% | 111 |
|
|
2024
Q1 | $2.73M | Sell |
14,154
-209
| -1% | -$40.3K | 0.22% | 102 |
|
|
2023
Q4 | $3.74M | Buy |
14,363
+367
| +3% | +$95.7K | 0.32% | 74 |
|
|
2023
Q3 | $2.68M | Sell |
13,996
-336
| -2% | -$64.4K | 0.25% | 96 |
|
|
2023
Q2 | $3.03M | Buy |
14,332
+149
| +1% | +$31.5K | 0.27% | 87 |
|
|
2023
Q1 | $3.01M | Buy |
+14,183
| New | +$3.01M | 0.3% | 81 |
|
|
2022
Q3 | $1.75M | Buy |
14,454
+4,015
| +38% | +$486K | 0.19% | 107 |
|
|
2022
Q2 | $1.43M | Buy |
10,439
+1,038
| +11% | +$142K | 0.16% | 125 |
|
|
2022
Q1 | $1.8M | Sell |
9,401
-2,747
| -23% | -$526K | 0.17% | 118 |
|
|
2021
Q4 | $2.44M | Buy |
12,148
+974
| +9% | +$196K | 0.23% | 96 |
|
|
2021
Q3 | $2.46M | Sell |
11,174
-371
| -3% | -$81.6K | 0.26% | 91 |
|
|
2021
Q2 | $2.77M | Sell |
11,545
-34
| -0.3% | -$8.15K | 0.29% | 77 |
|
|
2021
Q1 | $2.95M | Sell |
11,579
-178
| -2% | -$45.3K | 0.35% | 64 |
|
|
2020
Q4 | $2.52M | Buy |
11,757
+473
| +4% | +$101K | 0.32% | 68 |
|
|
2020
Q3 | $1.87M | Buy |
11,284
+223
| +2% | +$36.9K | 0.28% | 72 |
|
|
2020
Q2 | $2.03M | Buy |
11,061
+1,605
| +17% | +$294K | 0.33% | 60 |
|
|
2020
Q1 | $1.41M | Buy |
9,456
+2,567
| +37% | +$383K | 0.27% | 78 |
|
|
2019
Q4 | $2.24M | Sell |
6,889
-272
| -4% | -$88.6K | 0.36% | 54 |
|
|
2019
Q3 | $2.73M | Buy |
7,161
+50
| +0.7% | +$19K | 0.48% | 45 |
|
|
2019
Q2 | $2.59M | Sell |
7,111
-3,182
| -31% | -$1.16M | 0.46% | 42 |
|
|
2019
Q1 | $1.97M | Buy |
10,293
+2,591
| +34% | +$497K | 0.24% | 105 |
|
|
2018
Q4 | $2.48M | Sell |
7,702
-1,801,689
| -100% | -$580M | 0.53% | 36 |
|
|
2018
Q3 | $7M | Sell |
1,809,391
-600,356
| -25% | -$2.32M | 0.09% | 221 |
|
|
2018
Q2 | $7.17M | Buy |
2,409,747
+2,402,561
| +33,434% | +$7.15M | 0.08% | 252 |
|
|
2018
Q1 | $2.32M | Sell |
7,186
-210
| -3% | -$67.8K | 0.44% | 44 |
|
|
2017
Q4 | $2.29M | Buy |
7,396
+393
| +6% | +$122K | 0.43% | 43 |
|
|
2017
Q3 | $1.81M | Sell |
7,003
-50
| -0.7% | -$12.9K | 0.37% | 48 |
|
|
2017
Q2 | $1.44M | Buy |
7,053
+228
| +3% | +$46.5K | 0.32% | 64 |
|
|
2017
Q1 | $1.21M | Buy |
6,825
+36
| +0.5% | +$6.39K | 0.3% | 73 |
|
|
2016
Q4 | $1.07M | Buy |
6,789
+3,213
| +90% | +$504K | 0.34% | 58 |
|
|
2016
Q3 | $474K | Buy |
+3,576
| New | +$474K | 0.18% | 120 |
|