Executive Wealth Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $55.8M | Buy |
276,131
+192,190
| +229% | +$39.5M | 11.61% | 1 |
|
|
2023
Q4 | $21.9M | Buy |
83,941
+38
| +0% | +$8.13K | 13.91% | 1 |
|
|
2023
Q3 | $16.1M | Sell |
83,903
-1,387
| -2% | -$303K | 11.42% | 1 |
|
|
2023
Q2 | $18M | Buy |
85,290
+678
| +0.8% | +$141K | 12.17% | 1 |
|
|
2023
Q1 | $18M | Buy |
84,612
+3,842
| +5% | +$798K | 12.73% | 1 |
|
|
2022
Q4 | $15.4M | Buy |
80,770
+969
| +1% | +$158K | 11.75% | 1 |
|
|
2022
Q3 | $9.66M | Sell |
79,801
-2,000
| -2% | -$307K | 8.3% | 3 |
|
|
2022
Q2 | $11.2M | Buy |
81,801
+2,617
| +3% | +$386K | 8.65% | 3 |
|
|
2022
Q1 | $15.2M | Buy |
79,184
+32
| +0% | +$6.42K | 9.94% | 1 |
|
|
2021
Q4 | $15.9M | Hold |
79,152
| – | – | 9.85% | 1 |
|
|
2021
Q3 | $17.4M | Sell |
79,152
-5,820
| -7% | -$1.3M | 10.64% | 1 |
|
|
2021
Q2 | $20.4M | Sell |
84,972
-178
| -0.2% | -$43K | 12.05% | 1 |
|
|
2021
Q1 | $21.7M | Buy |
85,150
+14,037
| +20% | +$3.12M | 13.35% | 1 |
|
|
2020
Q4 | $15.2M | Buy |
71,113
+327
| +0.5% | +$62.9K | 10.27% | 1 |
|
|
2020
Q3 | $11.7M | Sell |
70,786
-8,266
| -10% | -$1.41M | 8.99% | 1 |
|
|
2020
Q2 | $14.5M | Buy |
79,052
+1,080
| +1% | +$166K | 11.59% | 1 |
|
|
2020
Q1 | $11.6M | Buy |
77,972
+19,832
| +34% | +$5.43M | 11.15% | 1 |
|
|
2019
Q4 | $18.9M | Buy |
58,140
+1,118
| +2% | +$396K | 14.35% | 1 |
|
|
2019
Q3 | $21.7M | Sell |
57,022
-7,818
| -12% | -$2.79M | 17.36% | 1 |
|
|
2019
Q2 | $23.6M | Sell |
64,840
-1,921
| -3% | -$700K | 18.09% | 1 |
|
|
2019
Q1 | $25.5M | Buy |
66,761
+22,723
| +52% | +$8.75M | 19.84% | 1 |
|
|
2018
Q4 | $14.2M | Buy |
44,038
+1,448
| +3% | +$500K | 13.41% | 1 |
|
|
2018
Q3 | $15.8M | Buy |
42,590
+7,000
| +20% | +$2.46M | 13.13% | 1 |
|
|
2018
Q2 | $11.9M | Sell |
35,590
-20,580
| -37% | -$7.08M | 10.63% | 1 |
|
|
2018
Q1 | $18.4M | Sell |
56,170
-143
| -0.3% | -$48.3K | 15.86% | 1 |
|
|
2017
Q4 | $16.6M | Buy |
+56,313
| New | +$15.2M | 14.84% | 1 |
|
Other funds holding BA
