IFWM
Institute for Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.36M | Buy |
20,792
+625
| +3% | +$131K | 0.49% | 39 |
|
|
2025
Q1 | $3.44M | Buy |
20,167
+1,090
| +6% | +$186K | 0.44% | 45 |
|
|
2024
Q4 | $3.38M | Buy |
19,077
+2,351
| +14% | +$416K | 0.42% | 44 |
|
|
2024
Q3 | $2.54M | Buy |
16,726
+505
| +3% | +$76.8K | 0.32% | 65 |
|
|
2024
Q2 | $2.95M | Buy |
16,221
+343
| +2% | +$62.4K | 0.4% | 47 |
|
|
2024
Q1 | $3.06M | Sell |
15,878
-1,377
| -8% | -$266K | 0.39% | 46 |
|
|
2023
Q4 | $4.5M | Buy |
17,255
+1,364
| +9% | +$356K | 0.73% | 21 |
|
|
2023
Q3 | $3.05M | Sell |
15,891
-230
| -1% | -$44.1K | 0.55% | 38 |
|
|
2023
Q2 | $3.4M | Sell |
16,121
-54
| -0.3% | -$11.4K | 0.57% | 33 |
|
|
2023
Q1 | $3.44M | Sell |
16,175
-250
| -2% | -$53.1K | 0.66% | 27 |
|
|
2022
Q4 | $3.13M | Buy |
16,425
+939
| +6% | +$179K | 0.66% | 29 |
|
|
2022
Q3 | $1.88M | Buy |
15,486
+210
| +1% | +$25.4K | 0.42% | 55 |
|
|
2022
Q2 | $2.09M | Buy |
15,276
+72
| +0.5% | +$9.85K | 0.41% | 50 |
|
|
2022
Q1 | $2.91M | Buy |
15,204
+881
| +6% | +$169K | 0.47% | 44 |
|
|
2021
Q4 | $2.88M | Buy |
14,323
+314
| +2% | +$63.2K | 0.47% | 45 |
|
|
2021
Q3 | $3.08M | Buy |
14,009
+339
| +2% | +$74.6K | 0.54% | 37 |
|
|
2021
Q2 | $3.28M | Buy |
13,670
+319
| +2% | +$76.4K | 0.58% | 32 |
|
|
2021
Q1 | $3.4M | Buy |
13,351
+300
| +2% | +$76.4K | 0.65% | 30 |
|
|
2020
Q4 | $2.79M | Buy |
13,051
+228
| +2% | +$48.8K | 0.56% | 37 |
|
|
2020
Q3 | $2.12M | Sell |
12,823
-2,363
| -16% | -$390K | 0.48% | 43 |
|
|
2020
Q2 | $2.78M | Buy |
15,186
+341
| +2% | +$62.5K | 0.68% | 25 |
|
|
2020
Q1 | $2.21M | Sell |
14,845
-560
| -4% | -$83.5K | 0.68% | 27 |
|
|
2019
Q4 | $5.02M | Buy |
15,405
+627
| +4% | +$204K | 1.13% | 9 |
|
|
2019
Q3 | $5.62M | Sell |
14,778
-1,394
| -9% | -$530K | 1.42% | 9 |
|
|
2019
Q2 | $5.89M | Sell |
16,172
-577
| -3% | -$210K | 1.3% | 9 |
|
|
2019
Q1 | $6.39M | Sell |
16,749
-51
| -0.3% | -$19.5K | 1.39% | 9 |
|
|
2018
Q4 | $5.42M | Buy |
16,800
+477
| +3% | +$154K | 2.22% | 4 |
|
|
2018
Q3 | $5.97M | Buy |
16,323
+242
| +2% | +$88.5K | 2.01% | 6 |
|
|
2018
Q2 | $5.4M | Sell |
16,081
-704
| -4% | -$236K | 1.72% | 10 |
|
|
2018
Q1 | $5.59M | Buy |
16,785
+152
| +0.9% | +$50.7K | 1.65% | 5 |
|
|
2017
Q4 | $4.9M | Sell |
16,633
-972
| -6% | -$286K | 1.13% | 8 |
|
|
2017
Q3 | $4.47M | Buy |
17,605
+164
| +0.9% | +$41.6K | 1.45% | 7 |
|
|
2017
Q2 | $3.46M | Buy |
+17,441
| New | +$3.46M | 0.95% | 11 |
|