JFS Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Sell |
3,947
-461
| -10% | -$96.6K | 0.05% | 165 |
|
|
2025
Q1 | $752K | Buy |
4,408
+292
| +7% | +$49.8K | 0.05% | 165 |
|
|
2024
Q4 | $729K | Buy |
4,116
+196
| +5% | +$34.7K | 0.05% | 162 |
|
|
2024
Q3 | $596K | Buy |
3,920
+1,797
| +85% | +$273K | 0.04% | 182 |
|
|
2024
Q2 | $386K | Sell |
2,123
-352
| -14% | -$64.1K | 0.03% | 169 |
|
|
2024
Q1 | $478K | Sell |
2,475
-61
| -2% | -$11.8K | 0.04% | 160 |
|
|
2023
Q4 | $661K | Buy |
2,536
+50
| +2% | +$13K | 0.06% | 134 |
|
|
2023
Q3 | $477K | Buy |
2,486
+52
| +2% | +$9.97K | 0.05% | 151 |
|
|
2023
Q2 | $514K | Buy |
2,434
+340
| +16% | +$71.8K | 0.05% | 151 |
|
|
2023
Q1 | $445K | Buy |
2,094
+8
| +0.4% | +$1.7K | 0.04% | 153 |
|
|
2022
Q4 | $397K | Sell |
2,086
-232
| -10% | -$44.2K | 0.04% | 161 |
|
|
2022
Q3 | $281K | Sell |
2,318
-8
| -0.3% | -$970 | 0.03% | 184 |
|
|
2022
Q2 | $318K | Sell |
2,326
-23
| -1% | -$3.14K | 0.03% | 170 |
|
|
2022
Q1 | $450K | Sell |
2,349
-25
| -1% | -$4.79K | 0.04% | 166 |
|
|
2021
Q4 | $478K | Sell |
2,374
-587
| -20% | -$118K | 0.05% | 162 |
|
|
2021
Q3 | $651K | Buy |
2,961
+1,403
| +90% | +$308K | 0.07% | 135 |
|
|
2021
Q2 | $373K | Sell |
1,558
-100
| -6% | -$23.9K | 0.06% | 129 |
|
|
2021
Q1 | $422K | Sell |
1,658
-100
| -6% | -$25.5K | 0.09% | 111 |
|
|
2020
Q4 | $376K | Buy |
1,758
+23
| +1% | +$4.92K | 0.08% | 112 |
|
|
2020
Q3 | $287K | Buy |
1,735
+100
| +6% | +$16.5K | 0.07% | 115 |
|
|
2020
Q2 | $300K | Buy |
1,635
+277
| +20% | +$50.8K | 0.08% | 112 |
|
|
2020
Q1 | $203K | Buy |
1,358
+1,100
| +426% | +$164K | 0.06% | 125 |
|
|
2019
Q4 | $84K | Buy |
258
+36
| +16% | +$11.7K | 0.02% | 206 |
|
|
2019
Q3 | $84K | Hold |
222
| – | – | 0.02% | 203 |
|
|
2019
Q2 | $81K | Hold |
222
| – | – | 0.02% | 203 |
|
|
2019
Q1 | $85K | Sell |
222
-38
| -15% | -$14.6K | 0.02% | 193 |
|
|
2018
Q4 | $84K | Sell |
260
-15
| -5% | -$4.85K | 0.02% | 190 |
|
|
2018
Q3 | $102K | Sell |
275
-14
| -5% | -$5.19K | 0.03% | 196 |
|
|
2018
Q2 | $97K | Buy |
289
+67
| +30% | +$22.5K | 0.03% | 194 |
|
|
2018
Q1 | $73K | Hold |
222
| – | – | 0.02% | 218 |
|
|
2017
Q4 | $65K | Hold |
222
| – | – | 0.02% | 236 |
|
|
2017
Q3 | $56K | Hold |
222
| – | – | 0.01% | 236 |
|
|
2017
Q2 | $44K | Hold |
222
| – | – | 0.01% | 229 |
|
|
2017
Q1 | $35K | Hold |
222
| – | – | 0.01% | 255 |
|
|
2016
Q4 | $35K | Sell |
222
-50
| -18% | -$7.88K | 0.01% | 255 |
|
|
2016
Q3 | $36K | Hold |
272
| – | – | 0.01% | 269 |
|
|
2016
Q2 | $35K | Sell |
272
-30
| -10% | -$3.86K | 0.01% | 287 |
|
|
2016
Q1 | $38K | Hold |
302
| – | – | 0.01% | 261 |
|
|
2015
Q4 | $44K | Buy |
302
+202
| +202% | +$29.4K | 0.01% | 257 |
|
|
2015
Q3 | $13K | Sell |
100
-13
| -12% | -$1.69K | 0.01% | 311 |
|
|
2015
Q2 | $16K | Hold |
113
| – | – | 0.01% | 308 |
|
|
2015
Q1 | $17K | Hold |
113
| – | – | 0.01% | 300 |
|
|
2014
Q4 | $15K | Sell |
113
-6
| -5% | -$796 | ﹤0.01% | 318 |
|
|
2014
Q3 | $15K | Sell |
119
-4
| -3% | -$504 | ﹤0.01% | 291 |
|
|
2014
Q2 | $16K | Buy |
+123
| New | +$16K | ﹤0.01% | 277 |
|