HighMark Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $43.6K | Sell |
219
-7
| -3% | -$1.59K | 0.02% | 170 |
|
|
2025
Q4 | $49.1K | Hold |
226
| – | – | 0.02% | 170 |
|
|
2025
Q3 | $48.8K | Hold |
226
| – | – | 0.02% | 159 |
|
|
2025
Q2 | $47.4K | Buy |
226
+27
| +14% | +$5.1K | 0.02% | 162 |
|
|
2025
Q1 | $33.9K | Buy |
199
+35
| +21% | +$6.06K | 0.02% | 163 |
|
|
2024
Q4 | $29K | Buy |
164
+90
| +122% | +$14.1K | 0.02% | 169 |
|
|
2024
Q3 | $11.3K | Hold |
74
| – | – | 0.01% | 275 |
|
|
2024
Q2 | $13.5K | Hold |
74
| – | – | 0.01% | 238 |
|
|
2024
Q1 | $16.8K | Hold |
74
| – | – | 0.01% | 211 |
|
|
2023
Q4 | $19.3K | Hold |
74
| – | – | 0.01% | 196 |
|
|
2023
Q3 | $14.2K | Sell |
74
-40
| -35% | -$8.75K | 0.01% | 218 |
|
|
2023
Q2 | $24.1K | Sell |
114
-100
| -47% | -$20.8K | 0.02% | 166 |
|
|
2023
Q1 | $45.5K | Hold |
214
| – | – | 0.04% | 144 |
|
|
2022
Q4 | $40.8K | Sell |
214
-75
| -26% | -$12.3K | 0.03% | 116 |
|
|
2022
Q3 | $35K | Hold |
289
| – | – | 0.03% | 117 |
|
|
2022
Q2 | $40K | Hold |
289
| – | – | 0.03% | 111 |
|
|
2022
Q1 | $55K | Sell |
289
-20
| -6% | -$4.01K | 0.04% | 99 |
|
|
2021
Q4 | $62K | Sell |
309
-196
| -39% | -$41.4K | 0.04% | 102 |
|
|
2021
Q3 | $111K | Hold |
505
| – | – | 0.08% | 73 |
|
|
2021
Q2 | $121K | Sell |
505
-90
| -15% | -$21.8K | 0.09% | 67 |
|
|
2021
Q1 | $152K | Hold |
595
| – | – | 0.12% | 57 |
|
|
2020
Q4 | $127K | Buy |
595
+196
| +49% | +$37.7K | 0.11% | 57 |
|
|
2020
Q3 | $66K | Buy |
399
+6
| +2% | +$1.02K | 0.06% | 91 |
|
|
2020
Q2 | $72K | Buy |
393
+160
| +69% | +$24.6K | 0.08% | 62 |
|
|
2020
Q1 | $34K | Buy |
+233
| New | +$63.8K | 0.04% | 84 |
|
Other funds holding BA
VCM
VPM
