EWM
Empirical Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
15,416
+1,904
| +14% | +$399K | 0.07% | 168 |
|
|
2025
Q1 | $2.3M | Buy |
13,512
+2,390
| +21% | +$408K | 0.06% | 196 |
|
|
2024
Q4 | $1.97M | Buy |
11,122
+54
| +0.5% | +$9.56K | 0.05% | 198 |
|
|
2024
Q3 | $1.68M | Sell |
11,068
-4,615
| -29% | -$702K | 0.05% | 204 |
|
|
2024
Q2 | $2.85M | Buy |
15,683
+1,870
| +14% | +$340K | 0.08% | 147 |
|
|
2024
Q1 | $2.67M | Buy |
13,813
+4,624
| +50% | +$892K | 0.08% | 148 |
|
|
2023
Q4 | $2.4M | Sell |
9,189
-447
| -5% | -$117K | 0.08% | 151 |
|
|
2023
Q3 | $1.85M | Buy |
9,636
+989
| +11% | +$190K | 0.07% | 163 |
|
|
2023
Q2 | $1.83M | Buy |
8,647
+53
| +0.6% | +$11.2K | 0.07% | 161 |
|
|
2023
Q1 | $1.83M | Buy |
8,594
+263
| +3% | +$55.9K | 0.08% | 153 |
|
|
2022
Q4 | $1.59M | Sell |
8,331
-2,717
| -25% | -$518K | 0.07% | 154 |
|
|
2022
Q3 | $1.34M | Buy |
11,048
+380
| +4% | +$46K | 0.07% | 169 |
|
|
2022
Q2 | $1.46M | Buy |
10,668
+521
| +5% | +$71.3K | 0.08% | 163 |
|
|
2022
Q1 | $1.94M | Buy |
10,147
+623
| +7% | +$119K | 0.1% | 139 |
|
|
2021
Q4 | $1.92M | Sell |
9,524
-568
| -6% | -$114K | 0.1% | 135 |
|
|
2021
Q3 | $2.22M | Buy |
10,092
+594
| +6% | +$131K | 0.13% | 106 |
|
|
2021
Q2 | $2.28M | Buy |
9,498
+211
| +2% | +$50.5K | 0.14% | 100 |
|
|
2021
Q1 | $2.37M | Buy |
9,287
+2,606
| +39% | +$664K | 0.19% | 85 |
|
|
2020
Q4 | $1.43M | Sell |
6,681
-8,301
| -55% | -$1.78M | 0.11% | 123 |
|
|
2020
Q3 | $2.48M | Sell |
14,982
-1,103
| -7% | -$182K | 0.21% | 68 |
|
|
2020
Q2 | $2.95M | Sell |
16,085
-2,191
| -12% | -$402K | 0.27% | 56 |
|
|
2020
Q1 | $2.73M | Buy |
18,276
+1,743
| +11% | +$260K | 0.3% | 53 |
|
|
2019
Q4 | $5.39M | Buy |
16,533
+616
| +4% | +$201K | 0.59% | 29 |
|
|
2019
Q3 | $6.06M | Buy |
15,917
+2,053
| +15% | +$781K | 0.73% | 22 |
|
|
2019
Q2 | $5.05M | Sell |
13,864
-893
| -6% | -$325K | 0.66% | 27 |
|
|
2019
Q1 | $5.63M | Buy |
14,757
+8,962
| +155% | +$3.42M | 0.82% | 23 |
|
|
2018
Q4 | $1.87M | Buy |
5,795
+1,093
| +23% | +$353K | 0.32% | 48 |
|
|
2018
Q3 | $1.75M | Sell |
4,702
-237
| -5% | -$88.2K | 0.31% | 44 |
|
|
2018
Q2 | $1.66M | Sell |
4,939
-234
| -5% | -$78.5K | 0.31% | 46 |
|
|
2018
Q1 | $1.7M | Buy |
5,173
+1,444
| +39% | +$473K | 0.34% | 44 |
|
|
2017
Q4 | $1.1M | Buy |
3,729
+632
| +20% | +$186K | 0.24% | 49 |
|
|
2017
Q3 | $787K | Buy |
3,097
+3
| +0.1% | +$762 | 0.18% | 64 |
|
|
2017
Q2 | $612K | Buy |
3,094
+28
| +0.9% | +$5.54K | 0.15% | 75 |
|
|
2017
Q1 | $542K | Sell |
3,066
-1,962
| -39% | -$347K | 0.14% | 79 |
|
|
2016
Q4 | $783K | Buy |
5,028
+1,104
| +28% | +$172K | 0.19% | 57 |
|
|
2016
Q3 | $517K | Buy |
3,924
+2,218
| +130% | +$292K | 0.14% | 68 |
|
|
2016
Q2 | $222K | Buy |
+1,706
| New | +$222K | 0.06% | 102 |
|
|
2016
Q1 | – | Sell |
-1,559
| Closed | -$225K | – | 105 |
|
|
2015
Q4 | $225K | Sell |
1,559
-1,087
| -41% | -$157K | 0.05% | 98 |
|
|
2015
Q3 | $347K | Buy |
2,646
+115
| +5% | +$15.1K | 0.08% | 85 |
|
|
2015
Q2 | $351K | Buy |
2,531
+888
| +54% | +$123K | 0.08% | 92 |
|
|
2015
Q1 | $247K | Sell |
1,643
-691
| -30% | -$104K | 0.06% | 91 |
|
|
2014
Q4 | $303K | Buy |
2,334
+153
| +7% | +$19.9K | 0.07% | 81 |
|
|
2014
Q3 | $278K | Buy |
2,181
+270
| +14% | +$34.4K | 0.07% | 87 |
|
|
2014
Q2 | $243K | Buy |
1,911
+3
| +0.2% | +$381 | 0.06% | 88 |
|
|
2014
Q1 | $239K | Sell |
1,908
-211
| -10% | -$26.4K | 0.06% | 88 |
|
|
2013
Q4 | $289K | Sell |
2,119
-52
| -2% | -$7.09K | 0.08% | 79 |
|
|
2013
Q3 | $255K | Buy |
2,171
+75
| +4% | +$8.81K | 0.08% | 82 |
|
|
2013
Q2 | $215K | Buy |
+2,096
| New | +$215K | 0.07% | 78 |
|