CWS Financial Advisors’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 | $285K | Hold |
1,432
| – | – | 0.07% | 122 |
|
|
2025
Q4 | $311K | Hold |
1,432
| – | – | 0.08% | 114 |
|
|
2025
Q3 | $309K | Hold |
1,432
| – | – | 0.09% | 114 |
|
|
2025
Q2 | $300K | Sell |
1,432
-500
| -26% | -$94.4K | 0.09% | 109 |
|
|
2025
Q1 | $330K | Buy |
1,932
+530
| +38% | +$91.7K | 0.1% | 100 |
|
|
2024
Q4 | $248K | Hold |
1,402
| – | – | 0.08% | 108 |
|
|
2024
Q3 | $213K | Hold |
1,402
| – | – | 0.08% | 114 |
|
|
2024
Q2 | $255K | Hold |
1,402
| – | – | 0.1% | 93 |
|
|
2024
Q1 | $271K | Sell |
1,402
-411
| -23% | -$84.5K | 0.11% | 91 |
|
|
2023
Q4 | $473K | Sell |
1,813
-500
| -22% | -$107K | 0.18% | 86 |
|
|
2023
Q3 | $443K | Hold |
2,313
| – | – | 0.18% | 89 |
|
|
2023
Q2 | $488K | Sell |
2,313
-200
| -8% | -$41.5K | 0.19% | 87 |
|
|
2023
Q1 | $534K | Buy |
2,513
+552
| +28% | +$115K | 0.21% | 75 |
|
|
2022
Q4 | $500K | Sell |
1,961
-339
| -15% | -$55.4K | 0.22% | 73 |
|
|
2022
Q3 | $278K | Buy |
2,300
+57
| +3% | +$8.74K | 0.13% | 110 |
|
|
2022
Q2 | $307K | Buy |
2,243
+69
| +3% | +$10.2K | 0.14% | 109 |
|
|
2022
Q1 | $416K | Buy |
2,174
+50
| +2% | +$10K | 0.16% | 95 |
|
|
2021
Q4 | $428K | Buy |
+2,124
| New | +$449K | 0.15% | 100 |
|
|
2021
Q2 | $470K | Hold |
1,961
| – | – | 0.19% | 81 |
|
|
2021
Q1 | $500K | Hold |
1,961
| – | – | 0.22% | 73 |
|
|
2020
Q4 | $420K | Hold |
1,961
| – | – | 0.24% | 77 |
|
|
2020
Q3 | $324K | Hold |
1,961
| – | – | 0.22% | 89 |
|
|
2020
Q2 | $359K | Buy |
1,961
+73
| +4% | +$11.2K | 0.26% | 83 |
|
|
2020
Q1 | $615K | Sell |
1,888
-236
| -11% | -$64.6K | 0.46% | 39 |
|
|
2019
Q4 | $692K | Buy |
+2,124
| New | +$752K | 0.5% | 30 |
|
Other funds holding BA
VCM
VPM
