Evoke Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.59M | Buy |
13,020
+2,088
| +19% | +$475K | 0.05% | 153 |
|
|
2025
Q4 | $2.37M | Sell |
10,932
-181
| -2% | -$37.2K | 0.05% | 161 |
|
|
2025
Q3 | $2.4M | Buy |
11,113
+1,300
| +13% | +$293K | 0.05% | 143 |
|
|
2025
Q2 | $2.06M | Buy |
9,813
+243
| +3% | +$45.9K | 0.05% | 147 |
|
|
2025
Q1 | $1.63M | Buy |
9,570
+249
| +3% | +$43.1K | 0.04% | 151 |
|
|
2024
Q4 | $1.65M | Buy |
9,321
+454
| +5% | +$71.2K | 0.05% | 146 |
|
|
2024
Q3 | $1.35M | Buy |
+8,867
| New | +$1.52M | 0.04% | 161 |
|
|
2024
Q2 | – | Sell |
-6,425
| Closed | -$1.24M | – | 132 |
|
|
2024
Q1 | $1.24M | Buy |
+6,425
| New | +$1.32M | 0.04% | 155 |
|
|
2023
Q4 | – | Sell |
-7,387
| Closed | -$1.42M | – | 117 |
|
|
2023
Q3 | $1.42M | Buy |
7,387
+665
| +10% | +$145K | 0.05% | 144 |
|
|
2023
Q2 | $1.42M | Buy |
6,722
+160
| +2% | +$33.2K | 0.05% | 136 |
|
|
2023
Q1 | $1.39M | Sell |
6,562
-376
| -5% | -$78.1K | 0.05% | 135 |
|
|
2022
Q4 | $1.32M | Sell |
6,938
-7
| -0.1% | -$1.15K | 0.05% | 140 |
|
|
2022
Q3 | $841K | Buy |
6,945
+8
| +0.1% | +$1.23K | 0.03% | 166 |
|
|
2022
Q2 | $948K | Sell |
6,937
-257
| -4% | -$37.9K | 0.04% | 162 |
|
|
2022
Q1 | $1.38M | Sell |
7,194
-2,342
| -25% | -$470K | 0.05% | 143 |
|
|
2021
Q4 | $1.92M | Buy |
9,536
+100
| +1% | +$21.1K | 0.06% | 129 |
|
|
2021
Q3 | $2.08M | Sell |
9,436
-47
| -0.5% | -$10.5K | 0.08% | 119 |
|
|
2021
Q2 | $2.27M | Buy |
9,483
+52
| +0.6% | +$12.6K | 0.09% | 114 |
|
|
2021
Q1 | $2.4M | Buy |
9,431
+300
| +3% | +$66.7K | 0.11% | 103 |
|
|
2020
Q4 | $1.96M | Buy |
9,131
+1,049
| +13% | +$202K | 0.13% | 52 |
|
|
2020
Q3 | $1.34M | Sell |
8,082
-2
| -0% | -$341 | 0.11% | 60 |
|
|
2020
Q2 | $1.48M | Sell |
8,084
-569
| -7% | -$87.5K | 0.14% | 45 |
|
|
2020
Q1 | $1.29M | Sell |
8,653
-268
| -3% | -$73.4K | 0.18% | 44 |
|
|
2019
Q4 | $2.91M | Buy |
8,921
+123
| +1% | +$43.5K | 0.37% | 28 |
|
|
2019
Q3 | $3.35M | Buy |
+8,798
| New | +$3.14M | 0.41% | 32 |
|
Other funds holding BA
VCM
VPM
