J.W. Cole Advisors’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 | $11.2M | Buy |
56,314
+1,493
| +3% | +$340K | 0.38% | 54 |
|
|
2025
Q4 | $10.8M | Buy |
54,821
+1,004
| +2% | +$206K | 0.26% | 73 |
|
|
2025
Q3 | $11.6M | Buy |
53,817
+734
| +1% | +$165K | 0.22% | 88 |
|
|
2025
Q2 | $11.1M | Buy |
53,083
+3,168
| +6% | +$598K | 0.24% | 80 |
|
|
2025
Q1 | $8.51M | Buy |
49,915
+26,550
| +114% | +$4.6M | 0.26% | 70 |
|
|
2024
Q4 | $4.14M | Buy |
23,365
+5,016
| +27% | +$787K | 0.17% | 131 |
|
|
2024
Q3 | $2.79M | Sell |
18,349
-3,245
| -15% | -$556K | 0.12% | 179 |
|
|
2024
Q2 | $3.93M | Sell |
21,594
-4,076
| -16% | -$727K | 0.18% | 118 |
|
|
2024
Q1 | $4.95M | Sell |
25,670
-3,463
| -12% | -$712K | 0.25% | 91 |
|
|
2023
Q4 | $7.59M | Buy |
29,133
+1,596
| +6% | +$341K | 0.44% | 43 |
|
|
2023
Q3 | $5.28M | Sell |
27,537
-157
| -0.6% | -$34.4K | 0.39% | 53 |
|
|
2023
Q2 | $5.85M | Sell |
27,694
-354
| -1% | -$73.5K | 0.42% | 47 |
|
|
2023
Q1 | $5.96M | Sell |
28,048
-1,673
| -6% | -$348K | 0.42% | 45 |
|
|
2022
Q4 | $5.66M | Sell |
29,721
-1,649
| -5% | -$270K | 0.44% | 48 |
|
|
2022
Q3 | $3.8M | Buy |
31,370
+486
| +2% | +$74.5K | 0.32% | 76 |
|
|
2022
Q2 | $4.22M | Buy |
30,884
+840
| +3% | +$124K | 0.34% | 64 |
|
|
2022
Q1 | $5.75M | Buy |
30,044
+1,211
| +4% | +$243K | 0.39% | 55 |
|
|
2021
Q4 | $5.8M | Sell |
28,833
-47
| -0.2% | -$9.93K | 0.38% | 52 |
|
|
2021
Q3 | $6.35M | Sell |
28,880
-1,603
| -5% | -$357K | 0.46% | 38 |
|
|
2021
Q2 | $7.3M | Buy |
30,483
+2,073
| +7% | +$501K | 0.57% | 31 |
|
|
2021
Q1 | $7.24M | Buy |
28,410
+4,662
| +20% | +$1.04M | 0.7% | 22 |
|
|
2020
Q4 | $5.08M | Sell |
23,748
-9,056
| -28% | -$1.74M | 0.53% | 35 |
|
|
2020
Q3 | $5.42M | Buy |
32,804
+13,052
| +66% | +$2.22M | 0.42% | 52 |
|
|
2020
Q2 | $3.62M | Buy |
+19,752
| New | +$3.04M | 0.54% | 45 |
|
|
2020
Q1 | – | Sell |
-5,389
| Closed | -$1.76M | – | 133 |
|
|
2019
Q4 | $1.76M | Buy |
+5,389
| New | +$1.91M | 0.22% | 122 |
|
Other funds holding BA
VCM
VPM
