Everhart Financial Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Buy |
4,517
+556
| +14% | +$116K | 0.11% | 125 |
|
|
2025
Q1 | $676K | Buy |
3,961
+957
| +32% | +$163K | 0.09% | 154 |
|
|
2024
Q4 | $532K | Buy |
3,004
+823
| +38% | +$146K | 0.11% | 176 |
|
|
2024
Q3 | $332K | Sell |
2,181
-296
| -12% | -$45K | 0.07% | 243 |
|
|
2024
Q2 | $451K | Buy |
2,477
+253
| +11% | +$46K | 0.12% | 173 |
|
|
2024
Q1 | $429K | Buy |
2,224
+130
| +6% | +$25.1K | 0.13% | 168 |
|
|
2023
Q4 | $546K | Sell |
2,094
-1,822
| -47% | -$475K | 0.19% | 105 |
|
|
2023
Q3 | $751K | Sell |
3,916
-842
| -18% | -$161K | 0.32% | 66 |
|
|
2023
Q2 | $941K | Buy |
4,758
+2,921
| +159% | +$578K | 0.39% | 54 |
|
|
2023
Q1 | $390K | Buy |
1,837
+247
| +16% | +$52.5K | 0.18% | 108 |
|
|
2022
Q4 | $303K | Sell |
1,590
-1,011
| -39% | -$193K | 0.15% | 118 |
|
|
2022
Q3 | $315K | Buy |
2,601
+259
| +11% | +$31.4K | 0.17% | 118 |
|
|
2022
Q2 | $320K | Buy |
2,342
+1,223
| +109% | +$167K | 0.19% | 114 |
|
|
2022
Q1 | $214K | Buy |
+1,119
| New | +$214K | 0.12% | 122 |
|
|
2021
Q3 | – | Sell |
-850
| Closed | -$204K | – | 103 |
|
|
2021
Q2 | $204K | Sell |
850
-308
| -27% | -$73.9K | 0.14% | 92 |
|
|
2021
Q1 | $294K | Buy |
1,158
+63
| +6% | +$16K | 0.26% | 60 |
|
|
2020
Q4 | $234K | Buy |
+1,095
| New | +$234K | 0.22% | 66 |
|