EP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.57M | Buy |
28,008
+1,130
| +4% | +$257K | 0.03% | 293 |
|
|
2025
Q4 | $5.84M | Buy |
+26,878
| New | +$5.53M | 0.03% | 254 |
|
|
2025
Q2 | $5.3M | Buy |
25,285
+5,075
| +25% | +$959K | 0.03% | 255 |
|
|
2025
Q1 | $3.45M | Sell |
20,210
-9,082
| -31% | -$1.57M | 0.03% | 273 |
|
|
2024
Q4 | $5.18M | Buy |
29,292
+297
| +1% | +$46.6K | 0.04% | 211 |
|
|
2024
Q3 | $4.41M | Sell |
28,995
-8,657
| -23% | -$1.48M | 0.04% | 234 |
|
|
2024
Q2 | $6.85M | Buy |
37,652
+1,150
| +3% | +$205K | 0.07% | 149 |
|
|
2024
Q1 | $7.04M | Sell |
36,502
-597
| -2% | -$123K | 0.08% | 139 |
|
|
2023
Q4 | $9.67M | Sell |
37,099
-5,993
| -14% | -$1.28M | 0.12% | 107 |
|
|
2023
Q3 | $8.26M | Buy |
43,092
+3,127
| +8% | +$684K | 0.13% | 116 |
|
|
2023
Q2 | $7.83M | Buy |
39,965
+25,071
| +168% | +$5.21M | 0.11% | 120 |
|
|
2023
Q1 | $1.03M | Sell |
14,894
-12,290
| -45% | -$2.55M | 0.02% | 298 |
|
|
2022
Q4 | $5.18M | Buy |
27,184
+8,083
| +42% | +$1.32M | 0.09% | 122 |
|
|
2022
Q3 | $2.31M | Buy |
19,101
+1,887
| +11% | +$289K | 0.05% | 181 |
|
|
2022
Q2 | $2.35M | Buy |
17,214
+2,890
| +20% | +$426K | 0.05% | 178 |
|
|
2022
Q1 | $2.74M | Sell |
14,324
-673
| -4% | -$135K | 0.06% | 169 |
|
|
2021
Q4 | $3.02M | Sell |
14,997
-423
| -3% | -$89.4K | 0.07% | 147 |
|
|
2021
Q3 | $3.39M | Buy |
15,420
+1,922
| +14% | +$429K | 0.09% | 122 |
|
|
2021
Q2 | $3.23M | Sell |
13,498
-10
| -0.1% | -$2.42K | 0.09% | 139 |
|
|
2021
Q1 | $3.44M | Buy |
13,508
+1,800
| +15% | +$400K | 0.11% | 124 |
|
|
2020
Q4 | $2.51M | Sell |
11,708
-1,202
| -9% | -$231K | 0.09% | 113 |
|
|
2020
Q3 | $2.13M | Buy |
12,910
+2,729
| +27% | +$465K | 0.09% | 107 |
|
|
2020
Q2 | $1.87M | Sell |
10,181
-1,251
| -11% | -$192K | 0.08% | 124 |
|
|
2020
Q1 | $1.71M | Buy |
11,432
+1,112
| +11% | +$304K | 0.08% | 126 |
|
|
2019
Q4 | $3.36M | Sell |
10,320
-975
| -9% | -$345K | 0.14% | 102 |
|
|
2019
Q3 | $4.3M | Buy |
+11,295
| New | +$4.04M | 0.21% | 73 |
|
|
2019
Q2 | – | Sell |
-9,404
| Closed | -$3.59M | – | 321 |
|
|
2019
Q1 | $3.59M | Buy |
9,404
+312
| +3% | +$120K | 0.34% | 50 |
|
|
2018
Q4 | $2.93M | Buy |
9,092
+37
| +0.4% | +$12.8K | 0.23% | 63 |
|
|
2018
Q3 | $3.37M | Buy |
9,055
+2,058
| +29% | +$723K | 0.26% | 53 |
|
|
2018
Q2 | $2.35M | Buy |
6,997
+644
| +10% | +$222K | 0.22% | 59 |
|
|
2018
Q1 | $2.08M | Buy |
6,353
+817
| +15% | +$276K | 0.2% | 67 |
|
|
2017
Q4 | $1.63M | Buy |
5,536
+145
| +3% | +$39.3K | 0.17% | 55 |
|
|
2017
Q3 | $1.37M | Buy |
5,391
+203
| +4% | +$47.3K | 0.16% | 70 |
|
|
2017
Q2 | $1.03M | Buy |
5,188
+384
| +8% | +$71.5K | 0.13% | 82 |
|
|
2017
Q1 | $850K | Sell |
4,804
-850
| -15% | -$145K | 0.12% | 66 |
|
|
2016
Q4 | $826K | Buy |
5,654
+1,267
| +29% | +$185K | 0.12% | 64 |
|
|
2016
Q3 | $578K | Buy |
4,387
+284
| +7% | +$37.4K | 0.09% | 71 |
|
|
2016
Q2 | $533K | Sell |
4,103
-2,224
| -35% | -$290K | 0.08% | 77 |
|
|
2016
Q1 | $803K | Sell |
6,327
-644
| -9% | -$79.9K | 0.12% | 61 |
|
|
2015
Q4 | $1.01M | Buy |
6,971
+5,223
| +299% | +$752K | 0.17% | 70 |
|
|
2015
Q3 | $229K | Sell |
1,748
-72
| -4% | -$9.99K | 0.04% | 127 |
|
|
2015
Q2 | $253K | Buy |
1,820
+179
| +11% | +$26.1K | 0.05% | 103 |
|
|
2015
Q1 | $246K | Sell |
1,641
-259
| -14% | -$37.7K | 0.05% | 112 |
|
|
2014
Q4 | $247K | Sell |
1,900
-297
| -14% | -$37.7K | 0.04% | 119 |
|
|
2014
Q3 | $280K | Sell |
2,197
-7,825
| -78% | -$986K | 0.05% | 91 |
|
|
2014
Q2 | $1.27M | Sell |
10,022
-470
| -4% | -$61.4K | 0.3% | 42 |
|
|
2014
Q1 | $1.32M | Sell |
10,492
-347
| -3% | -$45.2K | 0.36% | 38 |
|
|
2013
Q4 | $1.48M | Sell |
10,839
-6,777
| -38% | -$881K | 0.38% | 42 |
|
|
2013
Q3 | $2.07M | Buy |
17,616
+8,702
| +98% | +$937K | 0.65% | 35 |
|
|
2013
Q2 | $913K | Buy |
+8,914
| New | +$847K | 0.33% | 36 |
|
Other funds holding BA
VCM
VPM
