Everhart Financial Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.23M | Buy |
|
|||||
|
2025
Q2 | $946K | Buy |
|
|||||
|
2025
Q1 | $676K | Buy |
|
|||||
|
2024
Q4 | $532K | Buy |
|
|||||
|
2024
Q3 | $332K | Sell |
|
|||||
|
2024
Q2 | $451K | Buy |
|
|||||
|
2024
Q1 | $429K | Buy |
|
|||||
|
2023
Q4 | $546K | Sell |
|
|||||
|
2023
Q3 | $751K | Sell |
|
|||||
|
2023
Q2 | $941K | Buy |
|
|||||
|
2023
Q1 | $390K | Buy |
|
|||||
|
2022
Q4 | $303K | Sell |
|
|||||
|
2022
Q3 | $315K | Buy |
|
|||||
|
2022
Q2 | $320K | Buy |
|
|||||
|
2022
Q1 | $214K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $204K | Sell |
|
|||||
|
2021
Q1 | $294K | Buy |
|
|||||
|
2020
Q4 | $234K | Buy |
|