DWM
Destination Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $712K | Sell |
3,398
-112
| -3% | -$23.5K | 0.02% | 146 |
|
|
2025
Q1 | $599K | Sell |
3,510
-346
| -9% | -$59K | 0.02% | 154 |
|
|
2024
Q4 | $682K | Buy |
3,856
+10
| +0.3% | +$1.77K | 0.02% | 136 |
|
|
2024
Q3 | $585K | Sell |
3,846
-376
| -9% | -$57.2K | 0.02% | 147 |
|
|
2024
Q2 | $768K | Sell |
4,222
-150
| -3% | -$27.3K | 0.03% | 127 |
|
|
2024
Q1 | $844K | Sell |
4,372
-29
| -0.7% | -$5.6K | 0.03% | 128 |
|
|
2023
Q4 | $1.15M | Sell |
4,401
-493
| -10% | -$128K | 0.04% | 120 |
|
|
2023
Q3 | $938K | Buy |
4,894
+299
| +7% | +$57.3K | 0.04% | 118 |
|
|
2023
Q2 | $970K | Sell |
4,595
-475
| -9% | -$100K | 0.04% | 118 |
|
|
2023
Q1 | $1.08M | Buy |
5,070
+394
| +8% | +$83.7K | 0.04% | 116 |
|
|
2022
Q4 | $891K | Sell |
4,676
-588
| -11% | -$112K | 0.04% | 121 |
|
|
2022
Q3 | $637K | Buy |
5,264
+86
| +2% | +$10.4K | 0.03% | 124 |
|
|
2022
Q2 | $708K | Sell |
5,178
-253
| -5% | -$34.6K | 0.03% | 127 |
|
|
2022
Q1 | $1.04M | Sell |
5,431
-39
| -0.7% | -$7.47K | 0.04% | 112 |
|
|
2021
Q4 | $1.1M | Sell |
5,470
-207
| -4% | -$41.7K | 0.04% | 114 |
|
|
2021
Q3 | $1.25M | Sell |
5,677
-102
| -2% | -$22.4K | 0.05% | 105 |
|
|
2021
Q2 | $1.38M | Sell |
5,779
-107
| -2% | -$25.6K | 0.05% | 106 |
|
|
2021
Q1 | $1.5M | Buy |
5,886
+40
| +0.7% | +$10.2K | 0.06% | 105 |
|
|
2020
Q4 | $1.25M | Sell |
5,846
-668
| -10% | -$143K | 0.05% | 100 |
|
|
2020
Q3 | $1.08M | Sell |
6,514
-810
| -11% | -$134K | 0.05% | 93 |
|
|
2020
Q2 | $1.34M | Sell |
7,324
-1,601
| -18% | -$294K | 0.07% | 90 |
|
|
2020
Q1 | $1.33M | Buy |
8,925
+1,331
| +18% | +$198K | 0.08% | 94 |
|
|
2019
Q4 | $2.47M | Buy |
7,594
+1,211
| +19% | +$395K | 0.13% | 80 |
|
|
2019
Q3 | $2.43M | Sell |
6,383
-1,296
| -17% | -$493K | 0.13% | 77 |
|
|
2019
Q2 | $2.8M | Buy |
7,679
+164
| +2% | +$59.7K | 0.15% | 77 |
|
|
2019
Q1 | $2.87M | Sell |
7,515
-71
| -0.9% | -$27.1K | 0.16% | 73 |
|
|
2018
Q4 | $2.45M | Sell |
7,586
-137
| -2% | -$44.2K | 0.15% | 78 |
|
|
2018
Q3 | $2.87M | Buy |
7,723
+1,931
| +33% | +$718K | 0.16% | 76 |
|
|
2018
Q2 | $1.94M | Sell |
5,792
-5,441
| -48% | -$1.83M | 0.12% | 85 |
|
|
2018
Q1 | $777K | Buy |
11,233
+5,700
| +103% | +$394K | 0.05% | 104 |
|
|
2017
Q4 | $1.63M | Sell |
5,533
-131
| -2% | -$38.6K | 0.1% | 85 |
|
|
2017
Q3 | $1.44M | Sell |
5,664
-154
| -3% | -$39.2K | 0.09% | 87 |
|
|
2017
Q2 | $1.15M | Sell |
5,818
-200
| -3% | -$39.5K | 0.08% | 90 |
|
|
2017
Q1 | $1.06M | Sell |
6,018
-547
| -8% | -$96.7K | 0.07% | 88 |
|
|
2016
Q4 | $1.02M | Buy |
6,565
+823
| +14% | +$128K | 0.08% | 88 |
|
|
2016
Q3 | $756K | Sell |
5,742
-134
| -2% | -$17.6K | 0.06% | 92 |
|
|
2016
Q2 | $763K | Buy |
+5,876
| New | +$763K | 0.06% | 92 |
|
|
2015
Q1 | – | Sell |
-2,029
| Closed | -$264K | – | 104 |
|
|
2014
Q4 | $264K | Buy |
+2,029
| New | +$264K | 0.03% | 104 |
|