EWM
EPG Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
5,987
-2,943
| -33% | -$617K | 0.38% | 81 |
|
|
2025
Q1 | $1.52M | Sell |
8,930
-1,038
| -10% | -$177K | 0.42% | 64 |
|
|
2024
Q4 | $1.76M | Sell |
9,968
-252
| -2% | -$44.6K | 0.47% | 54 |
|
|
2024
Q3 | $1.55M | Buy |
+10,220
| New | +$1.55M | 0.39% | 68 |
|
|
2024
Q2 | – | Sell |
-13,430
| Closed | -$2.59M | – | 41 |
|
|
2024
Q1 | $2.59M | Sell |
13,430
-13
| -0.1% | -$2.51K | 0.63% | 30 |
|
|
2023
Q4 | $2.75M | Buy |
13,443
+658
| +5% | +$135K | 0.72% | 26 |
|
|
2023
Q3 | $2.45M | Sell |
12,785
-19
| -0.1% | -$3.64K | 0.74% | 27 |
|
|
2023
Q2 | $2.7M | Sell |
12,804
-549
| -4% | -$116K | 0.8% | 25 |
|
|
2023
Q1 | $2.84M | Buy |
13,353
+113
| +0.9% | +$24K | 0.89% | 21 |
|
|
2022
Q4 | $2.52M | Sell |
13,240
-256
| -2% | -$48.8K | 0.96% | 23 |
|
|
2022
Q3 | $1.63M | Buy |
13,496
+88
| +0.7% | +$10.7K | 0.67% | 28 |
|
|
2022
Q2 | $1.83M | Sell |
13,408
-651
| -5% | -$89K | 0.78% | 25 |
|
|
2022
Q1 | $2.69M | Buy |
14,059
+593
| +4% | +$114K | 0.93% | 22 |
|
|
2021
Q4 | $2.71M | Buy |
13,466
+451
| +3% | +$90.8K | 0.95% | 20 |
|
|
2021
Q3 | $2.86M | Buy |
13,015
+359
| +3% | +$79K | 1.15% | 17 |
|
|
2021
Q2 | $3.03M | Buy |
12,656
+662
| +6% | +$159K | 1.29% | 17 |
|
|
2021
Q1 | $3.06M | Sell |
11,994
-139
| -1% | -$35.4K | 1.49% | 11 |
|
|
2020
Q4 | $2.6M | Sell |
12,133
-208
| -2% | -$44.5K | 1.56% | 14 |
|
|
2020
Q3 | $2.04M | Buy |
12,341
+61
| +0.5% | +$10.1K | 1.51% | 15 |
|
|
2020
Q2 | $2.25M | Buy |
12,280
+2,665
| +28% | +$489K | 1.6% | 12 |
|
|
2020
Q1 | $1.43M | Buy |
9,615
+1,966
| +26% | +$293K | 1.05% | 18 |
|
|
2019
Q4 | $2.49M | Buy |
+7,649
| New | +$2.49M | 1.83% | 12 |
|