Forvis Mazars Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,063
| Closed | -$205K | – | 400 |
|
|
2024
Q1 | $205K | Sell |
1,063
-377
| -26% | -$72.8K | 0.01% | 385 |
|
|
2023
Q4 | $375K | Buy |
+1,440
| New | +$375K | 0.01% | 313 |
|
|
2023
Q3 | – | Sell |
-948
| Closed | -$200K | – | 387 |
|
|
2023
Q2 | $200K | Sell |
948
-100
| -10% | -$21.1K | 0.01% | 397 |
|
|
2023
Q1 | $223K | Buy |
+1,048
| New | +$223K | 0.01% | 376 |
|
|
2022
Q2 | – | Sell |
-1,091
| Closed | -$209K | – | 387 |
|
|
2022
Q1 | $209K | Sell |
1,091
-102
| -9% | -$19.5K | 0.01% | 290 |
|
|
2021
Q4 | $240K | Buy |
1,193
+74
| +7% | +$14.9K | 0.01% | 262 |
|
|
2021
Q3 | $246K | Sell |
1,119
-211
| -16% | -$46.4K | 0.01% | 247 |
|
|
2021
Q2 | $319K | Buy |
1,330
+89
| +7% | +$21.3K | 0.01% | 215 |
|
|
2021
Q1 | $316K | Sell |
1,241
-1,382
| -53% | -$352K | 0.02% | 218 |
|
|
2020
Q4 | $562K | Buy |
2,623
+279
| +12% | +$59.8K | 0.03% | 208 |
|
|
2020
Q3 | $387K | Sell |
2,344
-282
| -11% | -$46.6K | 0.02% | 234 |
|
|
2020
Q2 | $481K | Sell |
2,626
-209
| -7% | -$38.3K | 0.03% | 201 |
|
|
2020
Q1 | $423K | Sell |
2,835
-1,045
| -27% | -$156K | 0.03% | 189 |
|
|
2019
Q4 | $1.26M | Sell |
3,880
-317
| -8% | -$103K | 0.09% | 112 |
|
|
2019
Q3 | $1.6M | Buy |
4,197
+448
| +12% | +$170K | 0.13% | 97 |
|
|
2019
Q2 | $1.37M | Buy |
3,749
+288
| +8% | +$105K | 0.11% | 101 |
|
|
2019
Q1 | $1.32M | Sell |
3,461
-158
| -4% | -$60.3K | 0.11% | 97 |
|
|
2018
Q4 | $1.17M | Sell |
3,619
-167
| -4% | -$53.9K | 0.12% | 83 |
|
|
2018
Q3 | $1.41M | Sell |
3,786
-107
| -3% | -$39.8K | 0.12% | 87 |
|
|
2018
Q2 | $1.31M | Sell |
3,893
-287
| -7% | -$96.3K | 0.13% | 92 |
|
|
2018
Q1 | $1.37M | Buy |
4,180
+205
| +5% | +$67.2K | 0.14% | 85 |
|
|
2017
Q4 | $1.17M | Sell |
3,975
-124
| -3% | -$36.6K | 0.12% | 92 |
|
|
2017
Q3 | $1.04M | Sell |
4,099
-289
| -7% | -$73.5K | 0.11% | 88 |
|
|
2017
Q2 | $868K | Buy |
4,388
+568
| +15% | +$112K | 0.1% | 101 |
|
|
2017
Q1 | $676K | Sell |
3,820
-875
| -19% | -$155K | 0.08% | 105 |
|
|
2016
Q4 | $731K | Buy |
4,695
+168
| +4% | +$26.2K | 0.1% | 95 |
|
|
2016
Q3 | $596K | Buy |
4,527
+341
| +8% | +$44.9K | 0.08% | 103 |
|
|
2016
Q2 | $544K | Buy |
4,186
+223
| +6% | +$29K | 0.08% | 104 |
|
|
2016
Q1 | $503K | Sell |
3,963
-460
| -10% | -$58.4K | 0.08% | 107 |
|
|
2015
Q4 | $640K | Buy |
4,423
+465
| +12% | +$67.3K | 0.1% | 92 |
|
|
2015
Q3 | $518K | Buy |
3,958
+1,423
| +56% | +$186K | 0.09% | 100 |
|
|
2015
Q2 | $352K | Sell |
2,535
-330
| -12% | -$45.8K | 0.05% | 126 |
|
|
2015
Q1 | $430K | Buy |
2,865
+389
| +16% | +$58.4K | 0.06% | 119 |
|
|
2014
Q4 | $322K | Buy |
2,476
+414
| +20% | +$53.8K | 0.05% | 122 |
|
|
2014
Q3 | $263K | Hold |
2,062
| – | – | 0.05% | 113 |
|
|
2014
Q2 | $262K | Sell |
2,062
-2,218
| -52% | -$282K | 0.04% | 120 |
|
|
2014
Q1 | $538K | Hold |
4,280
| – | – | 0.1% | 102 |
|
|
2013
Q4 | $584K | Buy |
4,280
+1,715
| +67% | +$234K | 0.11% | 99 |
|
|
2013
Q3 | $301K | Sell |
2,565
-200
| -7% | -$23.5K | 0.06% | 120 |
|
|
2013
Q2 | $283K | Buy |
+2,765
| New | +$283K | 0.22% | 83 |
|