Jeppson 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 | $1.18M | Sell |
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|
2025
Q2 | $1.15M | Buy |
|
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|
2025
Q1 | $917K | Sell |
|
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|
2024
Q4 | $954K | Buy |
|
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|
2024
Q3 | $816K | Sell |
|
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|
2024
Q2 | $1.06M | Buy |
|
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|
2024
Q1 | $1.04M | Buy |
|
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|
2023
Q4 | $1.24M | Sell |
|
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|
2023
Q3 | $918K | Sell |
|
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|
2023
Q2 | $1.01M | Sell |
|
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|
2023
Q1 | $1.09M | Sell |
|
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|
2022
Q4 | $988K | Sell |
|
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|
2022
Q3 | $674K | Sell |
|
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|
2022
Q2 | $813K | Buy |
|
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|
2022
Q1 | $999K | Buy |
|
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|
2021
Q4 | $1.04M | Buy |
|
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|
2021
Q3 | $1.12M | Buy |
|
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|
2021
Q2 | $1.21M | Hold |
|
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|
2021
Q1 | $1.28M | Sell |
|
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|
2020
Q4 | $1.09M | Sell |
|
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|
2020
Q3 | $856K | Buy |
|