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 |
|