EverSource Wealth Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
5,300
-761
| -13% | -$159K | 0.05% | 252 |
|
|
2025
Q1 | $1.03M | Sell |
6,061
-1,284
| -17% | -$219K | 0.06% | 238 |
|
|
2024
Q4 | $1.3M | Buy |
7,345
+1,268
| +21% | +$224K | 0.07% | 206 |
|
|
2024
Q3 | $924K | Sell |
6,077
-439
| -7% | -$66.7K | 0.06% | 228 |
|
|
2024
Q2 | $1.24M | Buy |
6,516
+786
| +14% | +$150K | 0.08% | 186 |
|
|
2024
Q1 | $962K | Buy |
5,730
+1,532
| +36% | +$257K | 0.08% | 190 |
|
|
2023
Q4 | $1.09M | Buy |
4,198
+50
| +1% | +$13K | 0.1% | 156 |
|
|
2023
Q3 | $795K | Sell |
4,148
-21
| -0.5% | -$4.03K | 0.08% | 173 |
|
|
2023
Q2 | $880K | Sell |
4,169
-56
| -1% | -$11.8K | 0.1% | 169 |
|
|
2023
Q1 | $898K | Buy |
4,225
+2,592
| +159% | +$551K | 0.11% | 152 |
|
|
2022
Q4 | $311K | Buy |
1,633
+1,027
| +169% | +$196K | 0.05% | 274 |
|
|
2022
Q3 | $74K | Buy |
606
+211
| +53% | +$25.8K | 0.02% | 518 |
|
|
2022
Q2 | $53K | Buy |
395
+60
| +18% | +$8.05K | 0.01% | 609 |
|
|
2022
Q1 | $64K | Buy |
335
+61
| +22% | +$11.7K | 0.02% | 425 |
|
|
2021
Q4 | $56K | Buy |
+274
| New | +$56K | 0.02% | 405 |
|