HWM
Horizon Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Sell |
3,332
-2,065
| -38% | -$433K | 0.12% | 46 |
|
|
2025
Q1 | $920K | Buy |
5,397
+1,073
| +25% | +$183K | 0.16% | 35 |
|
|
2024
Q4 | $765K | Buy |
4,324
+1,000
| +30% | +$177K | 0.13% | 38 |
|
|
2024
Q3 | $505K | Buy |
3,324
+972
| +41% | +$148K | 0.1% | 47 |
|
|
2024
Q2 | $428K | Buy |
2,352
+1,247
| +113% | +$227K | 0.1% | 44 |
|
|
2024
Q1 | $213K | Sell |
1,105
-6,027
| -85% | -$1.16M | 0.06% | 75 |
|
|
2023
Q4 | $1.86M | Buy |
7,132
+1,254
| +21% | +$327K | 0.52% | 22 |
|
|
2023
Q3 | $1.13M | Sell |
5,878
-17
| -0.3% | -$3.26K | 0.45% | 22 |
|
|
2023
Q2 | $1.24M | Sell |
5,895
-54
| -0.9% | -$11.4K | 0.49% | 22 |
|
|
2023
Q1 | $1.26M | Buy |
+5,949
| New | +$1.26M | 0.95% | 15 |
|
|
2022
Q3 | – | Sell |
-28,950
| Closed | -$3.96M | – | 74 |
|
|
2022
Q2 | $3.96M | Buy |
28,950
+5,609
| +24% | +$767K | 1.64% | 18 |
|
|
2022
Q1 | $4.47M | Buy |
23,341
+493
| +2% | +$94.4K | 1.39% | 20 |
|
|
2021
Q4 | $4.6M | Buy |
+22,848
| New | +$4.6M | 1.34% | 18 |
|