Encompass Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
4,998
+3
| +0.1% | +$629 | 0.38% | 39 |
|
|
2025
Q1 | $852K | Buy |
4,995
+527
| +12% | +$89.9K | 0.35% | 42 |
|
|
2024
Q4 | $791K | Sell |
4,468
-3,878
| -46% | -$686K | 0.32% | 45 |
|
|
2024
Q3 | $1.27M | Sell |
8,346
-140
| -2% | -$21.3K | 0.32% | 64 |
|
|
2024
Q2 | $1.54M | Sell |
8,486
-205
| -2% | -$37.3K | 0.41% | 51 |
|
|
2024
Q1 | $1.68M | Buy |
8,691
+434
| +5% | +$83.8K | 0.45% | 46 |
|
|
2023
Q4 | $2.15M | Buy |
8,257
+1,054
| +15% | +$275K | 0.65% | 30 |
|
|
2023
Q3 | $1.38M | Buy |
7,203
+478
| +7% | +$91.6K | 0.46% | 44 |
|
|
2023
Q2 | $1.42M | Sell |
6,725
-57
| -0.8% | -$12K | 0.46% | 43 |
|
|
2023
Q1 | $1.44M | Sell |
6,782
-225
| -3% | -$47.8K | 0.49% | 43 |
|
|
2022
Q4 | $1.33M | Hold |
7,007
| – | – | 0.49% | 43 |
|
|
2022
Q3 | $848K | Sell |
7,007
-400
| -5% | -$48.4K | 0.32% | 59 |
|
|
2022
Q2 | $1.01M | Buy |
7,407
+50
| +0.7% | +$6.84K | 0.36% | 55 |
|
|
2022
Q1 | $1.41M | Hold |
7,357
| – | – | 0.36% | 50 |
|
|
2021
Q4 | $1.48M | Sell |
7,357
-25
| -0.3% | -$5.03K | 0.36% | 51 |
|
|
2021
Q3 | $1.62M | Sell |
7,382
-975
| -12% | -$214K | 0.42% | 45 |
|
|
2021
Q2 | $2M | Buy |
8,357
+860
| +11% | +$206K | 0.49% | 43 |
|
|
2021
Q1 | $1.78M | Buy |
7,497
+140
| +2% | +$33.2K | 0.45% | 48 |
|
|
2020
Q4 | $1.58M | Buy |
+7,357
| New | +$1.58M | 0.91% | 25 |
|