DWM
Dakota Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
6,625
-2,386
| -26% | -$500K | 0.03% | 332 |
|
|
2025
Q1 | $1.54M | Buy |
9,011
+789
| +10% | +$135K | 0.04% | 299 |
|
|
2024
Q4 | $1.46M | Sell |
8,222
-2,164
| -21% | -$383K | 0.03% | 309 |
|
|
2024
Q3 | $1.58M | Buy |
10,386
+425
| +4% | +$64.6K | 0.04% | 299 |
|
|
2024
Q2 | $1.81M | Sell |
9,961
-2,769
| -22% | -$504K | 0.04% | 271 |
|
|
2024
Q1 | $2.46M | Buy |
12,730
+4,078
| +47% | +$787K | 0.06% | 237 |
|
|
2023
Q4 | $2.26M | Buy |
8,652
+908
| +12% | +$237K | 0.09% | 210 |
|
|
2023
Q3 | $1.48M | Sell |
7,744
-1,146
| -13% | -$220K | 0.07% | 238 |
|
|
2023
Q2 | $1.88M | Buy |
8,890
+2,522
| +40% | +$533K | 0.09% | 186 |
|
|
2023
Q1 | $1.35M | Buy |
6,368
+938
| +17% | +$199K | 0.09% | 194 |
|
|
2022
Q4 | $1.03M | Buy |
5,430
+255
| +5% | +$48.6K | 0.07% | 219 |
|
|
2022
Q3 | $626K | Buy |
+5,175
| New | +$626K | 0.05% | 296 |
|
|
2022
Q2 | – | Sell |
-2,127
| Closed | -$408K | – | 503 |
|
|
2022
Q1 | $408K | Buy |
2,127
+448
| +27% | +$85.9K | 0.03% | 319 |
|
|
2021
Q4 | $339K | Sell |
1,679
-8,315
| -83% | -$1.68M | 0.04% | 290 |
|
|
2021
Q3 | $2.2M | Sell |
9,994
-8,420
| -46% | -$1.85M | 0.25% | 105 |
|
|
2021
Q2 | $4.41M | Sell |
18,414
-17,382
| -49% | -$4.16M | 0.53% | 50 |
|
|
2021
Q1 | $9.12M | Buy |
35,796
+11,900
| +50% | +$3.03M | 1.2% | 17 |
|
|
2020
Q4 | $5.12M | Buy |
23,896
+19,400
| +431% | +$4.15M | 0.67% | 40 |
|
|
2020
Q3 | $743K | Sell |
4,496
-1,041
| -19% | -$172K | 0.12% | 130 |
|
|
2020
Q2 | $1.02M | Buy |
5,537
+3,927
| +244% | +$720K | 0.17% | 119 |
|
|
2020
Q1 | $240K | Sell |
1,610
-11,223
| -87% | -$1.67M | 0.05% | 218 |
|
|
2019
Q4 | $4.18M | Buy |
12,833
+4,273
| +50% | +$1.39M | 0.67% | 40 |
|
|
2019
Q3 | $3.26M | Buy |
8,560
+3,460
| +68% | +$1.32M | 0.56% | 46 |
|
|
2019
Q2 | $1.86M | Sell |
5,100
-1,596
| -24% | -$581K | 0.36% | 78 |
|
|
2019
Q1 | $2.56M | Sell |
6,696
-3,399
| -34% | -$1.3M | 0.51% | 54 |
|
|
2018
Q4 | $3.72M | Sell |
10,095
-155
| -2% | -$57.1K | 0.84% | 33 |
|
|
2018
Q3 | $3.81M | Buy |
10,250
+6,926
| +208% | +$2.58M | 0.86% | 29 |
|
|
2018
Q2 | $1.12M | Buy |
+3,324
| New | +$1.12M | 0.31% | 76 |
|