Heritage Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Hold |
1,193
| – | – | 0.01% | 184 |
|
|
2025
Q1 | $203K | Hold |
1,193
| – | – | 0.01% | 199 |
|
|
2024
Q4 | $211K | Hold |
1,193
| – | – | 0.01% | 198 |
|
|
2024
Q3 | $181K | Buy |
1,193
+70
| +6% | +$10.6K | 0.01% | 221 |
|
|
2024
Q2 | $204K | Hold |
1,123
| – | – | 0.01% | 198 |
|
|
2024
Q1 | $217K | Hold |
1,123
| – | – | 0.01% | 204 |
|
|
2023
Q4 | $293K | Sell |
1,123
-100
| -8% | -$26.1K | 0.01% | 181 |
|
|
2023
Q3 | $234K | Hold |
1,223
| – | – | 0.01% | 182 |
|
|
2023
Q2 | $258K | Hold |
1,223
| – | – | 0.01% | 184 |
|
|
2023
Q1 | $260K | Buy |
1,223
+12
| +1% | +$2.55K | 0.01% | 182 |
|
|
2022
Q4 | $231K | Sell |
1,211
-16
| -1% | -$3.05K | 0.01% | 194 |
|
|
2022
Q3 | $149K | Hold |
1,227
| – | – | 0.01% | 223 |
|
|
2022
Q2 | $168K | Sell |
1,227
-200
| -14% | -$27.4K | 0.01% | 216 |
|
|
2022
Q1 | $273K | Hold |
1,427
| – | – | 0.02% | 172 |
|
|
2021
Q4 | $287K | Hold |
1,427
| – | – | 0.02% | 170 |
|
|
2021
Q3 | $314K | Sell |
1,427
-5
| -0.3% | -$1.1K | 0.02% | 163 |
|
|
2021
Q2 | $343K | Hold |
1,432
| – | – | 0.02% | 158 |
|
|
2021
Q1 | $365K | Buy |
1,432
+192
| +15% | +$48.9K | 0.02% | 159 |
|
|
2020
Q4 | $265K | Sell |
1,240
-171
| -12% | -$36.5K | 0.02% | 173 |
|
|
2020
Q3 | $233K | Hold |
1,411
| – | – | 0.03% | 140 |
|
|
2020
Q2 | $259K | Buy |
1,411
+138
| +11% | +$25.3K | 0.04% | 126 |
|
|
2020
Q1 | $190K | Buy |
1,273
+14
| +1% | +$2.09K | 0.03% | 132 |
|
|
2019
Q4 | $410K | Buy |
1,259
+24
| +2% | +$7.82K | 0.05% | 117 |
|
|
2019
Q3 | $469K | Sell |
1,235
-106
| -8% | -$40.3K | 0.07% | 101 |
|
|
2019
Q2 | $488K | Buy |
1,341
+380
| +40% | +$138K | 0.07% | 92 |
|
|
2019
Q1 | $367K | Sell |
961
-73
| -7% | -$27.8K | 0.06% | 98 |
|
|
2018
Q4 | $333K | Buy |
1,034
+83
| +9% | +$26.7K | 0.07% | 100 |
|
|
2018
Q3 | $353K | Buy |
951
+100
| +12% | +$37.1K | 0.07% | 96 |
|
|
2018
Q2 | $286K | Hold |
851
| – | – | 0.11% | 99 |
|
|
2018
Q1 | $279K | Hold |
851
| – | – | 0.12% | 93 |
|
|
2017
Q4 | $251K | Buy |
851
+12
| +1% | +$3.54K | 0.11% | 98 |
|
|
2017
Q3 | $213K | Buy |
+839
| New | +$213K | 0.11% | 101 |
|
|
2016
Q4 | – | Sell |
-1,639
| Closed | -$216K | – | 85 |
|
|
2016
Q3 | $216K | Sell |
1,639
-100
| -6% | -$13.2K | 0.15% | 82 |
|
|
2016
Q2 | $226K | Buy |
1,739
+112
| +7% | +$14.6K | 0.15% | 87 |
|
|
2016
Q1 | $208K | Hold |
1,627
| – | – | 0.16% | 78 |
|
|
2015
Q4 | $235K | Sell |
1,627
-117
| -7% | -$16.9K | 0.2% | 69 |
|
|
2015
Q3 | $228K | Sell |
1,744
-118
| -6% | -$15.4K | 0.2% | 66 |
|
|
2015
Q2 | $259K | Hold |
1,862
| – | – | 0.22% | 74 |
|
|
2015
Q1 | $279K | Buy |
1,862
+235
| +14% | +$35.2K | 0.23% | 73 |
|
|
2014
Q4 | $211K | Buy |
+1,627
| New | +$211K | 0.19% | 89 |
|