HWMO
Heritage Wealth Management (Ohio)’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Sell |
2,292
-100
| -4% | -$21K | 0.16% | 145 |
|
|
2025
Q1 | $408K | Sell |
2,392
-3,200
| -57% | -$546K | 0.14% | 158 |
|
|
2024
Q4 | $990K | Buy |
5,592
+3,133
| +127% | +$555K | 0.33% | 78 |
|
|
2024
Q3 | $374K | Sell |
2,459
-153
| -6% | -$23.3K | 0.12% | 162 |
|
|
2024
Q2 | $483K | Buy |
+2,612
| New | +$483K | 0.16% | 134 |
|