Endurance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $377K | Hold |
1,786
| – | – | 0.05% | 146 |
|
|
2023
Q1 | $379K | Buy |
1,786
+197
| +12% | +$40.9K | 0.05% | 144 |
|
|
2022
Q4 | $303K | Sell |
1,589
-15
| -0.9% | -$2.45K | 0.05% | 151 |
|
|
2022
Q3 | $194K | Buy |
1,604
+1,381
| +619% | +$212K | 0.03% | 186 |
|
|
2022
Q2 | $30K | Sell |
223
-250
| -53% | -$36.9K | ﹤0.01% | 375 |
|
|
2022
Q1 | $91K | Buy |
473
+200
| +73% | +$40.1K | 0.01% | 284 |
|
|
2021
Q4 | $55K | Sell |
273
-250
| -48% | -$52.8K | 0.01% | 345 |
|
|
2021
Q3 | $115K | Buy |
523
+200
| +62% | +$44.6K | 0.01% | 265 |
|
|
2021
Q2 | $77K | Buy |
323
+200
| +163% | +$48.4K | 0.01% | 316 |
|
|
2021
Q1 | $31K | Sell |
123
-34
| -22% | -$7.56K | ﹤0.01% | 405 |
|
|
2020
Q4 | $34K | Buy |
157
+58
| +59% | +$11.1K | ﹤0.01% | 364 |
|
|
2020
Q3 | $16K | Buy |
99
+21
| +27% | +$3.58K | ﹤0.01% | 420 |
|
|
2020
Q2 | $14K | Sell |
78
-166
| -68% | -$25.5K | ﹤0.01% | 435 |
|
|
2020
Q1 | $36K | Buy |
244
+100
| +69% | +$27.4K | 0.01% | 315 |
|
|
2019
Q4 | $47K | Buy |
144
+129
| +860% | +$45.7K | 0.01% | 287 |
|
|
2019
Q3 | $6K | Sell |
15
-34
| -69% | -$12.2K | ﹤0.01% | 444 |
|
|
2019
Q2 | $18K | Sell |
49
-216
| -82% | -$78.8K | ﹤0.01% | 342 |
|
|
2019
Q1 | $101K | Buy |
265
+15
| +6% | +$5.77K | 0.02% | 218 |
|
|
2018
Q4 | $81K | Sell |
250
-45
| -15% | -$15.5K | 0.02% | 221 |
|
|
2018
Q3 | $110K | Hold |
295
| – | – | 0.02% | 209 |
|
|
2018
Q2 | $99K | Hold |
295
| – | – | 0.02% | 215 |
|
|
2018
Q1 | $97K | Hold |
295
| – | – | 0.02% | 224 |
|
|
2017
Q4 | $87K | Hold |
295
| – | – | 0.01% | 230 |
|
|
2017
Q3 | $75K | Hold |
295
| – | – | 0.01% | 235 |
|
|
2017
Q2 | $58K | Sell |
295
-35
| -11% | -$6.52K | 0.01% | 261 |
|
|
2017
Q1 | $58K | Hold |
330
| – | – | 0.01% | 259 |
|
|
2016
Q4 | $51K | Hold |
330
| – | – | 0.01% | 262 |
|
|
2016
Q3 | $45K | Hold |
330
| – | – | 0.01% | 274 |
|
|
2016
Q2 | $43K | Buy |
330
+50
| +18% | +$6.52K | 0.01% | 271 |
|
|
2016
Q1 | $36 | Hold |
280
| – | – | 0.01% | 288 |
|
|
2015
Q4 | $40K | Sell |
280
-70
| -20% | -$10.1K | 0.01% | 288 |
|
|
2015
Q3 | $49K | Buy |
350
+100
| +40% | +$13.9K | 0.01% | 272 |
|
|
2015
Q2 | $35K | Buy |
+250
| New | +$36.5K | 0.01% | 302 |
|
Other funds holding BA
Endurance Wealth Management's BA Position: Q2 2023 in Review
Endurance Wealth Management held its Boeing (BA) position steady in Q2 2023 at 1,786 shares worth $377K. The position accounts for 0.05% of the portfolio, ranked #146.
Endurance Wealth Management first reported a position in BA in Q2 2015 and has held it in 33 quarters since. The position peaked at $379K in Q1 2023. 2,228 funds tracked by Wall St. Rank hold BA as of Q2 2023.
- Endurance Wealth Management held 1,786 shares of Boeing worth $377K as of Q2 2023.
- Endurance Wealth Management left its Boeing share count unchanged in Q2 2023.
- Boeing made up 0.05% of Endurance Wealth Management's portfolio in Q2 2023, its #146 holding.
- Endurance Wealth Management first reported a position in Boeing in Q2 2015 and has held it in 33 quarters since.
- Endurance Wealth Management's Boeing position peaked at $379K in Q1 2023.
- 2,228 funds tracked by Wall St. Rank held Boeing as of Q2 2023.
Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.