HHM 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 | $53.6K | Hold |
256
| – | – | 0.01% | 362 |
|
|
2025
Q1 | $43.7K | Sell |
256
-6
| -2% | -$1.02K | 0.01% | 383 |
|
|
2024
Q4 | $46.4K | Sell |
262
-714
| -73% | -$126K | 0.01% | 368 |
|
|
2024
Q3 | $148K | Sell |
976
-35
| -3% | -$5.32K | 0.02% | 211 |
|
|
2024
Q2 | $184K | Sell |
1,011
-22
| -2% | -$4K | 0.03% | 182 |
|
|
2024
Q1 | $199K | Sell |
1,033
-133
| -11% | -$25.7K | 0.03% | 147 |
|
|
2023
Q4 | $304K | Sell |
1,166
-123
| -10% | -$32.1K | 0.05% | 101 |
|
|
2023
Q3 | $247K | Buy |
1,289
+83
| +7% | +$15.9K | 0.05% | 109 |
|
|
2023
Q2 | $255K | Buy |
1,206
+240
| +25% | +$50.7K | 0.05% | 116 |
|
|
2023
Q1 | $205K | Sell |
966
-12
| -1% | -$2.55K | 0.04% | 128 |
|
|
2022
Q4 | $186K | Sell |
978
-28
| -3% | -$5.33K | 0.04% | 124 |
|
|
2022
Q3 | $122K | Sell |
1,006
-136
| -12% | -$16.5K | 0.03% | 154 |
|
|
2022
Q2 | $156K | Buy |
1,142
+51
| +5% | +$6.97K | 0.04% | 148 |
|
|
2022
Q1 | $209K | Hold |
1,091
| – | – | 0.05% | 143 |
|
|
2021
Q4 | $220K | Sell |
1,091
-26
| -2% | -$5.24K | 0.05% | 129 |
|
|
2021
Q3 | $246K | Hold |
1,117
| – | – | 0.07% | 111 |
|
|
2021
Q2 | $268K | Hold |
1,117
| – | – | 0.07% | 109 |
|
|
2021
Q1 | $285K | Hold |
1,117
| – | – | 0.09% | 92 |
|
|
2020
Q4 | $239K | Buy |
1,117
+250
| +29% | +$53.5K | 0.08% | 94 |
|
|
2020
Q3 | $143K | Sell |
867
-392
| -31% | -$64.7K | 0.06% | 113 |
|
|
2020
Q2 | $231K | Buy |
1,259
+11
| +0.9% | +$2.02K | 0.1% | 77 |
|
|
2020
Q1 | $186K | Buy |
+1,248
| New | +$186K | 0.09% | 78 |
|