EWM
Evercore Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
9,842
+134
| +1% | +$28.1K | 0.03% | 153 |
|
|
2025
Q1 | $1.66M | Buy |
9,708
+60
| +0.6% | +$10.2K | 0.03% | 168 |
|
|
2024
Q4 | $1.71M | Sell |
9,648
-1,395
| -13% | -$247K | 0.03% | 172 |
|
|
2024
Q3 | $1.68M | Sell |
11,043
-195
| -2% | -$29.6K | 0.03% | 173 |
|
|
2024
Q2 | $2.05M | Sell |
11,238
-3,552
| -24% | -$646K | 0.03% | 158 |
|
|
2024
Q1 | $2.85M | Buy |
14,790
+769
| +5% | +$148K | 0.04% | 133 |
|
|
2023
Q4 | $3.65M | Buy |
14,021
+1,970
| +16% | +$514K | 0.06% | 115 |
|
|
2023
Q3 | $2.31M | Sell |
12,051
-364
| -3% | -$69.8K | 0.04% | 137 |
|
|
2023
Q2 | $2.62M | Sell |
12,415
-657
| -5% | -$139K | 0.05% | 137 |
|
|
2023
Q1 | $2.78M | Sell |
13,072
-528
| -4% | -$112K | 0.06% | 128 |
|
|
2022
Q4 | $2.59M | Buy |
13,600
+1,592
| +13% | +$303K | 0.05% | 134 |
|
|
2022
Q3 | $1.45M | Hold |
12,008
| – | – | 0.03% | 163 |
|
|
2022
Q2 | $1.64M | Sell |
12,008
-891
| -7% | -$122K | 0.03% | 159 |
|
|
2022
Q1 | $2.47M | Sell |
12,899
-75
| -0.6% | -$14.4K | 0.04% | 148 |
|
|
2021
Q4 | $2.61M | Buy |
12,974
+2,172
| +20% | +$437K | 0.04% | 146 |
|
|
2021
Q3 | $2.38M | Buy |
10,802
+602
| +6% | +$132K | 0.04% | 155 |
|
|
2021
Q2 | $2.44M | Buy |
10,200
+116
| +1% | +$27.8K | 0.04% | 156 |
|
|
2021
Q1 | $2.57M | Buy |
10,084
+476
| +5% | +$121K | 0.05% | 149 |
|
|
2020
Q4 | $2.06M | Buy |
9,608
+861
| +10% | +$184K | 0.04% | 154 |
|
|
2020
Q3 | $1.45M | Sell |
8,747
-127
| -1% | -$21K | 0.04% | 168 |
|
|
2020
Q2 | $1.63M | Buy |
8,874
+599
| +7% | +$110K | 0.04% | 160 |
|
|
2020
Q1 | $1.23M | Sell |
8,275
-1,541
| -16% | -$230K | 0.04% | 166 |
|
|
2019
Q4 | $3.2M | Buy |
9,816
+383
| +4% | +$125K | 0.09% | 118 |
|
|
2019
Q3 | $3.59M | Buy |
9,433
+704
| +8% | +$268K | 0.11% | 111 |
|
|
2019
Q2 | $3.18M | Buy |
8,729
+1,433
| +20% | +$522K | 0.1% | 117 |
|
|
2019
Q1 | $2.78M | Buy |
7,296
+2,403
| +49% | +$917K | 0.09% | 120 |
|
|
2018
Q4 | $1.58M | Sell |
4,893
-3
| -0.1% | -$968 | 0.06% | 149 |
|
|
2018
Q3 | $1.82M | Buy |
4,896
+1,346
| +38% | +$501K | 0.06% | 153 |
|
|
2018
Q2 | $1.19M | Sell |
3,550
-169
| -5% | -$56.7K | 0.04% | 182 |
|
|
2018
Q1 | $1.22M | Sell |
3,719
-185
| -5% | -$60.6K | 0.05% | 169 |
|
|
2017
Q4 | $1.15M | Buy |
3,904
+100
| +3% | +$29.5K | 0.04% | 176 |
|
|
2017
Q3 | $967K | Hold |
3,804
| – | – | 0.04% | 179 |
|
|
2017
Q2 | $753K | Buy |
3,804
+240
| +7% | +$47.5K | 0.03% | 205 |
|
|
2017
Q1 | $631K | Sell |
3,564
-36
| -1% | -$6.37K | 0.02% | 233 |
|
|
2016
Q4 | $560K | Sell |
3,600
-90
| -2% | -$14K | 0.02% | 244 |
|
|
2016
Q3 | $486K | Buy |
3,690
+78
| +2% | +$10.3K | 0.02% | 249 |
|
|
2016
Q2 | $469K | Sell |
3,612
-2,938
| -45% | -$381K | 0.02% | 247 |
|
|
2016
Q1 | $832K | Sell |
6,550
-448
| -6% | -$56.9K | 0.04% | 192 |
|
|
2015
Q4 | $1.01M | Buy |
6,998
+1,210
| +21% | +$175K | 0.05% | 181 |
|
|
2015
Q3 | $757K | Buy |
5,788
+251
| +5% | +$32.8K | 0.04% | 206 |
|
|
2015
Q2 | $769K | Sell |
5,537
-335
| -6% | -$46.5K | 0.03% | 229 |
|
|
2015
Q1 | $882K | Buy |
5,872
+2,043
| +53% | +$307K | 0.04% | 199 |
|
|
2014
Q4 | $496K | Sell |
3,829
-200
| -5% | -$25.9K | 0.02% | 237 |
|
|
2014
Q3 | $515K | Hold |
4,029
| – | – | 0.03% | 259 |
|
|
2014
Q2 | $515K | Sell |
4,029
-749
| -16% | -$95.7K | 0.03% | 262 |
|
|
2014
Q1 | $603K | Buy |
4,778
+1,349
| +39% | +$170K | 0.03% | 239 |
|
|
2013
Q4 | $467K | Sell |
3,429
-3,578
| -51% | -$487K | 0.03% | 269 |
|
|
2013
Q3 | $824K | Buy |
7,007
+1,213
| +21% | +$143K | 0.05% | 226 |
|
|
2013
Q2 | $594K | Buy |
+5,794
| New | +$594K | 0.03% | 260 |
|