FFWA
FRG Family Wealth Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Sell |
80,676
-7,071
| -8% | -$1.48M | 2.94% | 8 |
|
|
2025
Q1 | $15M | Sell |
87,747
-6,758
| -7% | -$1.15M | 2.89% | 9 |
|
|
2024
Q4 | $16.7M | Sell |
94,505
-15,707
| -14% | -$2.78M | 3.04% | 8 |
|
|
2024
Q3 | $16.8M | Sell |
110,212
-7,638
| -6% | -$1.16M | 3% | 8 |
|
|
2024
Q2 | $19.4M | Sell |
117,850
-18,540
| -14% | -$3.06M | 3.77% | 5 |
|
|
2024
Q1 | $22.9M | Sell |
136,390
-553
| -0.4% | -$92.8K | 4.49% | 4 |
|
|
2023
Q4 | $35.7M | Sell |
136,943
-646
| -0.5% | -$168K | 7.24% | 2 |
|
|
2023
Q3 | $26.4M | Sell |
137,589
-4,352
| -3% | -$834K | 5.96% | 3 |
|
|
2023
Q2 | $30M | Sell |
141,941
-1,406
| -1% | -$297K | 6.56% | 2 |
|
|
2023
Q1 | $30.5M | Sell |
143,347
-1,393
| -1% | -$296K | 6.96% | 2 |
|
|
2022
Q4 | $27.6M | Sell |
144,740
-3,869
| -3% | -$737K | 6.57% | 2 |
|
|
2022
Q3 | $18M | Sell |
148,609
-2,016
| -1% | -$244K | 4.44% | 5 |
|
|
2022
Q2 | $20.6M | Sell |
150,625
-1,841
| -1% | -$252K | 4.76% | 4 |
|
|
2022
Q1 | $29.2M | Sell |
152,466
-3,197
| -2% | -$612K | 5.68% | 4 |
|
|
2021
Q4 | $31.3M | Sell |
155,663
-23,961
| -13% | -$4.82M | 5.85% | 2 |
|
|
2021
Q3 | $39.5M | Sell |
179,624
-403
| -0.2% | -$88.6K | 7.76% | 2 |
|
|
2021
Q2 | $43.1M | Sell |
180,027
-7,210
| -4% | -$1.73M | 8.19% | 2 |
|
|
2021
Q1 | $47.7M | Buy |
187,237
+364
| +0.2% | +$92.7K | 9.71% | 1 |
|
|
2020
Q4 | $40M | Sell |
186,873
-1,330
| -0.7% | -$285K | 8.71% | 1 |
|
|
2020
Q3 | $31.1M | Sell |
188,203
-4,830
| -3% | -$798K | 7.56% | 2 |
|
|
2020
Q2 | $35.4M | Sell |
193,033
-2,481
| -1% | -$455K | 9.34% | 1 |
|
|
2020
Q1 | $29.2M | Buy |
195,514
+35,136
| +22% | +$5.24M | 8.85% | 1 |
|
|
2019
Q4 | $52.2M | Buy |
160,378
+3,656
| +2% | +$1.19M | 12.64% | 1 |
|
|
2019
Q3 | $59.6M | Sell |
156,722
-284
| -0.2% | -$108K | 15.38% | 1 |
|
|
2019
Q2 | $57.2M | Sell |
157,006
-8,325
| -5% | -$3.03M | 15.05% | 1 |
|
|
2019
Q1 | $63.1M | Buy |
165,331
+20,440
| +14% | +$7.8M | 17.87% | 1 |
|
|
2018
Q4 | $46.7M | Buy |
144,891
+468
| +0.3% | +$151K | 15.28% | 1 |
|
|
2018
Q3 | $53.7M | Sell |
144,423
-4,039
| -3% | -$1.5M | 14.73% | 1 |
|
|
2018
Q2 | $49.8M | Buy |
148,462
+37,259
| +34% | +$12.5M | 14.9% | 1 |
|
|
2018
Q1 | $36.5M | Buy |
111,203
+2,999
| +3% | +$983K | 12.11% | 1 |
|
|
2017
Q4 | $31.9M | Sell |
108,204
-1,201
| -1% | -$354K | 10.31% | 1 |
|
|
2017
Q3 | $27.8M | Sell |
109,405
-10,091
| -8% | -$2.57M | 9.59% | 1 |
|
|
2017
Q2 | $23.6M | Sell |
119,496
-2,020
| -2% | -$399K | 8.71% | 1 |
|
|
2017
Q1 | $21.6M | Buy |
121,516
+10,020
| +9% | +$1.78M | 8.43% | 1 |
|
|
2016
Q4 | $17.4M | Sell |
111,496
-6,466
| -5% | -$1.01M | 7.27% | 1 |
|
|
2016
Q3 | $15.5M | Sell |
117,962
-15,137
| -11% | -$1.99M | 7% | 1 |
|
|
2016
Q2 | $17.3M | Buy |
133,099
+21,016
| +19% | +$2.73M | 7.81% | 1 |
|
|
2016
Q1 | $14.4M | Buy |
112,083
+6,037
| +6% | +$776K | 6.99% | 1 |
|
|
2015
Q4 | $15.3M | Buy |
+106,046
| New | +$15.3M | 7.47% | 1 |
|