HWA
HCR Wealth Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Sell |
19,231
-85
| -0.4% | -$17.8K | 0.47% | 37 |
|
|
2025
Q1 | $3.29M | Buy |
19,316
+49
| +0.3% | +$8.36K | 0.43% | 40 |
|
|
2024
Q4 | $3.41M | Sell |
19,267
-222
| -1% | -$39.3K | 0.43% | 39 |
|
|
2024
Q3 | $2.96M | Buy |
19,489
+29
| +0.1% | +$4.41K | 0.39% | 43 |
|
|
2024
Q2 | $3.54M | Sell |
19,460
-610
| -3% | -$111K | 0.51% | 30 |
|
|
2024
Q1 | $3.87M | Sell |
20,070
-1
| -0% | -$193 | 0.59% | 27 |
|
|
2023
Q4 | $5.23M | Buy |
20,071
+412
| +2% | +$107K | 0.83% | 19 |
|
|
2023
Q3 | $3.77M | Sell |
19,659
-7
| -0% | -$1.34K | 0.83% | 20 |
|
|
2023
Q2 | $4.15M | Buy |
19,666
+13
| +0.1% | +$2.75K | 0.77% | 23 |
|
|
2023
Q1 | $4.17M | Buy |
19,653
+15
| +0.1% | +$3.19K | 0.83% | 22 |
|
|
2022
Q4 | $3.74M | Sell |
19,638
-42
| -0.2% | -$8K | 0.79% | 25 |
|
|
2022
Q3 | $2.38M | Buy |
19,680
+17,631
| +860% | +$2.13M | 0.51% | 39 |
|
|
2022
Q2 | $280K | Sell |
2,049
-11,959
| -85% | -$1.63M | 0.06% | 142 |
|
|
2022
Q1 | $2.68M | Sell |
14,008
-17
| -0.1% | -$3.26K | 0.44% | 49 |
|
|
2021
Q4 | $2.82M | Sell |
14,025
-494
| -3% | -$99.5K | 0.44% | 51 |
|
|
2021
Q3 | $3.19M | Sell |
14,519
-59
| -0.4% | -$13K | 0.53% | 38 |
|
|
2021
Q2 | $3.49M | Buy |
14,578
+12,479
| +595% | +$2.99M | 0.61% | 33 |
|
|
2021
Q1 | $535K | Sell |
2,099
-279
| -12% | -$71.1K | 0.11% | 122 |
|
|
2020
Q4 | $509K | Buy |
2,378
+79
| +3% | +$16.9K | 0.11% | 118 |
|
|
2020
Q3 | $371K | Buy |
2,299
+1
| +0% | +$161 | 0.08% | 123 |
|
|
2020
Q2 | $417K | Sell |
2,298
-19
| -0.8% | -$3.45K | 0.1% | 107 |
|
|
2020
Q1 | $346K | Buy |
+2,317
| New | +$346K | 0.1% | 110 |
|
|
2019
Q4 | – | Sell |
-6,208
| Closed | -$2.32M | – | 236 |
|
|
2019
Q3 | $2.32M | Buy |
6,208
+77
| +1% | +$28.8K | 0.77% | 26 |
|
|
2019
Q2 | $2.23M | Buy |
6,131
+614
| +11% | +$224K | 0.63% | 29 |
|
|
2019
Q1 | $1.76M | Sell |
5,517
-193
| -3% | -$61.7K | 0.51% | 40 |
|
|
2018
Q4 | $1.84M | Sell |
5,710
-44
| -0.8% | -$14.2K | 0.59% | 33 |
|
|
2018
Q3 | $2.04M | Buy |
5,754
+1,144
| +25% | +$405K | 0.66% | 28 |
|
|
2018
Q2 | $1.56M | Buy |
4,610
+334
| +8% | +$113K | 0.51% | 43 |
|
|
2018
Q1 | $1.4M | Buy |
4,276
+2,593
| +154% | +$851K | 0.49% | 49 |
|
|
2017
Q4 | $496K | Buy |
1,683
+388
| +30% | +$114K | 0.17% | 106 |
|
|
2017
Q3 | $329K | Buy |
+1,295
| New | +$329K | 0.14% | 124 |
|
|
2017
Q2 | – | Sell |
-1,138
| Closed | -$201K | – | 149 |
|
|
2017
Q1 | $201K | Buy |
+1,138
| New | +$201K | 0.1% | 142 |
|