Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.47M | Sell |
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|
2025
Q2 | $4.36M | Buy |
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|
2025
Q1 | $3.44M | Buy |
|
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|
2024
Q4 | $3.38M | Buy |
|
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|
2024
Q3 | $2.54M | Buy |
|
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|
2024
Q2 | $2.95M | Buy |
|
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|
2024
Q1 | $3.06M | Sell |
|
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|
2023
Q4 | $4.5M | Buy |
|
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|
2023
Q3 | $3.05M | Sell |
|
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|
2023
Q2 | $3.4M | Sell |
|
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|
2023
Q1 | $3.44M | Sell |
|
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|
2022
Q4 | $3.13M | Buy |
|
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|
2022
Q3 | $1.88M | Buy |
|
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|
2022
Q2 | $2.09M | Buy |
|
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|
2022
Q1 | $2.91M | Buy |
|
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|
2021
Q4 | $2.88M | Buy |
|
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|
2021
Q3 | $3.08M | Buy |
|
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|
2021
Q2 | $3.27M | Buy |
|
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|
2021
Q1 | $3.4M | Buy |
|
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|
2020
Q4 | $2.79M | Buy |
|
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|
2020
Q3 | $2.12M | Sell |
|
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|
2020
Q2 | $2.78M | Buy |
|
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|
2020
Q1 | $2.21M | Sell |
|
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|
2019
Q4 | $5.02M | Buy |
|
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|
2019
Q3 | $5.62M | Sell |
|
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|
2019
Q2 | $5.89M | Sell |
|
|||||
|
2019
Q1 | $6.39M | Sell |
|
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|
2018
Q4 | $5.42M | Buy |
|
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|
2018
Q3 | $5.97M | Buy |
|
|||||
|
2018
Q2 | $5.4M | Sell |
|
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|
2018
Q1 | $5.59M | Buy |
|
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|
2017
Q4 | $4.9M | Sell |
|
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|
2017
Q3 | $4.47M | Buy |
|
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|
2017
Q2 | $3.46M | Buy |
|