Encompass Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.09M | Buy |
|
|||||
|
2025
Q2 | $1.05M | Buy |
|
|||||
|
2025
Q1 | $852K | Buy |
|
|||||
|
2024
Q4 | $791K | Sell |
|
|||||
|
2024
Q3 | $1.27M | Sell |
|
|||||
|
2024
Q2 | $1.54M | Sell |
|
|||||
|
2024
Q1 | $1.68M | Buy |
|
|||||
|
2023
Q4 | $2.15M | Buy |
|
|||||
|
2023
Q3 | $1.38M | Buy |
|
|||||
|
2023
Q2 | $1.42M | Sell |
|
|||||
|
2023
Q1 | $1.44M | Sell |
|
|||||
|
2022
Q4 | $1.33M | Hold |
|
|||||
|
2022
Q3 | $848K | Sell |
|
|||||
|
2022
Q2 | $1.01M | Buy |
|
|||||
|
2022
Q1 | $1.41M | Hold |
|
|||||
|
2021
Q4 | $1.48M | Sell |
|
|||||
|
2021
Q3 | $1.62M | Sell |
|
|||||
|
2021
Q2 | $2M | Buy |
|
|||||
|
2021
Q1 | $1.78M | Buy |
|
|||||
|
2020
Q4 | $1.57M | Buy |
|