Eads & Heald Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,202
| Closed | -$230K | – | 149 |
|
|
2022
Q1 | $230K | Sell |
1,202
-5
| -0.4% | -$1K | 0.11% | 141 |
|
|
2021
Q4 | $243K | Sell |
1,207
-313
| -21% | -$66.1K | 0.11% | 139 |
|
|
2021
Q3 | $334K | Sell |
1,520
-10
| -0.7% | -$2.23K | 0.16% | 122 |
|
|
2021
Q2 | $367K | Sell |
1,530
-158
| -9% | -$38.2K | 0.18% | 118 |
|
|
2021
Q1 | $430K | Sell |
1,688
-771
| -31% | -$171K | 0.22% | 112 |
|
|
2020
Q4 | $526K | Hold |
2,459
| – | – | 0.28% | 103 |
|
|
2020
Q3 | $406K | Sell |
2,459
-611
| -20% | -$104K | 0.24% | 107 |
|
|
2020
Q2 | $563K | Sell |
3,070
-2,716
| -47% | -$417K | 0.34% | 97 |
|
|
2020
Q1 | $863K | Sell |
5,786
-233
| -4% | -$63.8K | 0.61% | 75 |
|
|
2019
Q4 | $1.96M | Buy |
6,019
+6
| +0.1% | +$2.12K | 1.04% | 45 |
|
|
2019
Q3 | $2.29M | Buy |
6,013
+92
| +2% | +$32.9K | 1.28% | 25 |
|
|
2019
Q2 | $2.15M | Buy |
5,921
+228
| +4% | +$83.1K | 1.22% | 28 |
|
|
2019
Q1 | $2.17M | Sell |
5,693
-152
| -3% | -$58.5K | 1.26% | 28 |
|
|
2018
Q4 | $1.89M | Buy |
5,845
+119
| +2% | +$41.1K | 1.26% | 29 |
|
|
2018
Q3 | $2.13M | Sell |
5,726
-133
| -2% | -$46.7K | 1.22% | 29 |
|
|
2018
Q2 | $1.97M | Sell |
5,859
-630
| -10% | -$217K | 1.21% | 30 |
|
|
2018
Q1 | $2.13M | Sell |
6,489
-1,261
| -16% | -$426K | 1.35% | 14 |
|
|
2017
Q4 | $2.29M | Sell |
7,750
-597
| -7% | -$162K | 1.35% | 12 |
|
|
2017
Q3 | $2.12M | Sell |
8,347
-1,952
| -19% | -$455K | 1.32% | 12 |
|
|
2017
Q2 | $2.04M | Sell |
10,299
-539
| -5% | -$100K | 1.31% | 17 |
|
|
2017
Q1 | $1.92M | Sell |
10,838
-737
| -6% | -$126K | 1.24% | 26 |
|
|
2016
Q4 | $1.8M | Sell |
11,575
-173
| -1% | -$25.3K | 1.23% | 26 |
|
|
2016
Q3 | $1.55M | Sell |
11,748
-29
| -0.2% | -$3.82K | 1.07% | 42 |
|
|
2016
Q2 | $1.53M | Sell |
11,777
-978
| -8% | -$127K | 1.05% | 42 |
|
|
2016
Q1 | $1.62M | Buy |
12,755
+109
| +0.9% | +$13.5K | 1.12% | 35 |
|
|
2015
Q4 | $1.83M | Buy |
12,646
+3,775
| +43% | +$544K | 1.27% | 23 |
|
|
2015
Q3 | $1.16M | Buy |
8,871
+1,426
| +19% | +$198K | 0.83% | 59 |
|
|
2015
Q2 | $1.03M | Buy |
7,445
+346
| +5% | +$50.5K | 0.68% | 70 |
|
|
2015
Q1 | $1.06M | Buy |
7,099
+5,542
| +356% | +$807K | 0.68% | 67 |
|
|
2014
Q4 | $202K | Buy |
+1,557
| New | +$197K | 0.13% | 128 |
|
Other funds holding BA
Eads & Heald Wealth Management's BA Position: Q2 2022 in Review
Eads & Heald Wealth Management sold out of Boeing (BA) in Q2 2022, closing a stake of 1,202 shares — an estimated $230K sold.
Eads & Heald Wealth Management first reported a position in BA in Q4 2014 and held it in 30 quarters. The position peaked at $2.29M in Q3 2019. 1,901 funds tracked by Wall St. Rank hold BA as of Q2 2022.
- Eads & Heald Wealth Management reported no remaining Boeing position as of Q2 2022 after selling out during the quarter.
- Eads & Heald Wealth Management sold 1,202 Boeing shares in Q2 2022, an estimated $230K.
- Eads & Heald Wealth Management first reported a position in Boeing in Q4 2014 and held it in 30 quarters.
- Eads & Heald Wealth Management's Boeing position peaked at $2.29M in Q3 2019.
- 1,901 funds tracked by Wall St. Rank held Boeing as of Q2 2022.
Based on Eads & Heald Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.