Dougherty Wealth Advisers’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$105K Hold
499
0.07% 59
2025
Q1
$85.1K Hold
499
0.06% 62
2024
Q4
$88.3K Hold
499
0.07% 61
2024
Q3
$75.9K Hold
499
0.06% 65
2024
Q2
$90.8K Hold
499
0.08% 60
2024
Q1
$96.3K Hold
499
0.09% 59
2023
Q4
$130K Hold
499
0.12% 50
2023
Q3
$95.6K Hold
499
0.11% 54
2023
Q2
$105K Hold
499
0.14% 51
2023
Q1
$106K Hold
499
0.16% 56
2022
Q4
$95.1K Hold
499
0.16% 63
2022
Q3
$60K Hold
499
0.12% 71
2022
Q2
$68K Hold
499
0.13% 69
2022
Q1
$96K Hold
499
0.14% 70
2021
Q4
$100K Hold
499
0.14% 74
2021
Q3
$110K Hold
499
0.16% 68
2021
Q2
$120K Hold
499
0.18% 65
2021
Q1
$127K Hold
499
0.19% 52
2020
Q4
$107K Hold
499
0.17% 58
2020
Q3
$82K Hold
499
0.28% 66
2020
Q2
$91K Hold
499
0.33% 60
2020
Q1
$74K Hold
499
0.29% 67
2019
Q4
$163K Hold
499
0.5% 42
2019
Q3
$190K Hold
499
0.62% 37
2019
Q2
$182K Hold
499
0.51% 42
2019
Q1
$190K Hold
499
0.64% 37
2018
Q4
$202K Buy
+499
New +$202K 0.67% 37