Edge Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Buy |
2,440
+50
| +2% | +$10.5K | 0.1% | 50 |
|
|
2025
Q1 | $408K | Hold |
2,390
| – | – | 0.08% | 52 |
|
|
2024
Q4 | $423K | Sell |
2,390
-507
| -18% | -$89.7K | 0.09% | 50 |
|
|
2024
Q3 | $440K | Buy |
2,897
+298
| +11% | +$45.3K | 0.09% | 52 |
|
|
2024
Q2 | $473K | Sell |
2,599
-1,900
| -42% | -$346K | 0.1% | 46 |
|
|
2024
Q1 | $868K | Sell |
4,499
-850
| -16% | -$164K | 0.18% | 37 |
|
|
2023
Q4 | $1.39M | Sell |
5,349
-800
| -13% | -$209K | 0.3% | 34 |
|
|
2023
Q3 | $1.18M | Hold |
6,149
| – | – | 0.28% | 35 |
|
|
2023
Q2 | $1.3M | Buy |
6,149
+500
| +9% | +$106K | 0.28% | 36 |
|
|
2023
Q1 | $1.2M | Sell |
5,649
-127
| -2% | -$27K | 0.28% | 34 |
|
|
2022
Q4 | $1.09M | Hold |
5,776
| – | – | 0.25% | 41 |
|
|
2022
Q3 | $709K | Buy |
5,776
+685
| +13% | +$84.1K | 0.16% | 46 |
|
|
2022
Q2 | $696K | Sell |
5,091
-741
| -13% | -$101K | 0.15% | 47 |
|
|
2022
Q1 | $1.12M | Buy |
5,832
+15
| +0.3% | +$2.87K | 0.22% | 47 |
|
|
2021
Q4 | $1.17M | Buy |
5,817
+600
| +12% | +$121K | 0.21% | 48 |
|
|
2021
Q3 | $1.15M | Hold |
5,217
| – | – | 0.22% | 52 |
|
|
2021
Q2 | $1.26M | Hold |
5,217
| – | – | 0.26% | 50 |
|
|
2021
Q1 | $1.33M | Buy |
5,217
+1,859
| +55% | +$474K | 0.28% | 50 |
|
|
2020
Q4 | $718K | Buy |
3,358
+2,343
| +231% | +$501K | 0.16% | 59 |
|
|
2020
Q3 | $168K | Sell |
1,015
-1,527
| -60% | -$253K | 0.04% | 118 |
|
|
2020
Q2 | $466K | Buy |
2,542
+145
| +6% | +$26.6K | 0.09% | 97 |
|
|
2020
Q1 | $366K | Buy |
+2,397
| New | +$366K | 0.08% | 107 |
|
|
2019
Q4 | – | Sell |
-4,779
| Closed | -$1.82M | – | 595 |
|
|
2019
Q3 | $1.82M | Buy |
4,779
+169
| +4% | +$64.3K | 0.42% | 47 |
|
|
2019
Q2 | $1.68M | Buy |
4,610
+5
| +0.1% | +$1.82K | 0.37% | 50 |
|
|
2019
Q1 | $1.76M | Buy |
4,605
+928
| +25% | +$354K | 0.43% | 47 |
|
|
2018
Q4 | $1.19M | Buy |
3,677
+1,650
| +81% | +$532K | 0.33% | 47 |
|
|
2018
Q3 | $754K | Sell |
2,027
-40
| -2% | -$14.9K | 0.18% | 74 |
|
|
2018
Q2 | $693K | Buy |
2,067
+95
| +5% | +$31.9K | 0.18% | 79 |
|
|
2018
Q1 | $647K | Sell |
1,972
-478
| -20% | -$157K | 0.17% | 76 |
|
|
2017
Q4 | $724K | Sell |
2,450
-5
| -0.2% | -$1.48K | 0.21% | 69 |
|
|
2017
Q3 | $623K | Sell |
2,455
-346
| -12% | -$87.8K | 0.19% | 65 |
|
|
2017
Q2 | $564K | Sell |
2,801
-225
| -7% | -$45.3K | 0.18% | 75 |
|
|
2017
Q1 | $536K | Sell |
3,026
-70
| -2% | -$12.4K | 0.19% | 72 |
|
|
2016
Q4 | $481K | Sell |
3,096
-300
| -9% | -$46.6K | 0.18% | 78 |
|
|
2016
Q3 | $447K | Hold |
3,396
| – | – | 0.19% | 75 |
|
|
2016
Q2 | $440K | Sell |
3,396
-9
| -0.3% | -$1.17K | 0.18% | 72 |
|
|
2016
Q1 | $432K | Sell |
3,405
-4,248
| -56% | -$539K | 0.2% | 73 |
|
|
2015
Q4 | $1.11M | Sell |
7,653
-345
| -4% | -$50.2K | 0.42% | 43 |
|
|
2015
Q3 | $1.04M | Sell |
7,998
-250
| -3% | -$32.5K | 0.39% | 48 |
|
|
2015
Q2 | $1.15M | Sell |
8,248
-1,350
| -14% | -$188K | 0.39% | 43 |
|
|
2015
Q1 | $1.45M | Sell |
9,598
-650
| -6% | -$98.1K | 0.49% | 41 |
|
|
2014
Q4 | $1.34M | Hold |
10,248
| – | – | 0.49% | 36 |
|
|
2014
Q3 | $1.31M | Buy |
10,248
+680
| +7% | +$86.7K | 0.5% | 34 |
|
|
2014
Q2 | $1.22M | Sell |
9,568
-207
| -2% | -$26.4K | 0.51% | 33 |
|
|
2014
Q1 | $1.27M | Sell |
9,775
-3,276
| -25% | -$425K | 0.53% | 32 |
|
|
2013
Q4 | $1.78M | Buy |
13,051
+6,718
| +106% | +$917K | 0.82% | 30 |
|
|
2013
Q3 | $744K | Sell |
6,333
-2,000
| -24% | -$235K | 0.45% | 39 |
|
|
2013
Q2 | $858K | Buy |
+8,333
| New | +$858K | 0.57% | 33 |
|