KJWM
Kiley Juergens Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
14,938
+427
| +3% | +$89.5K | 0.72% | 33 |
|
|
2025
Q1 | $2.47M | Sell |
14,511
-2,860
| -16% | -$488K | 0.66% | 33 |
|
|
2024
Q4 | $3.07M | Sell |
17,371
-2,746
| -14% | -$486K | 0.77% | 29 |
|
|
2024
Q3 | $3.06M | Sell |
20,117
-1,783
| -8% | -$271K | 0.79% | 27 |
|
|
2024
Q2 | $3.99M | Sell |
21,900
-1,896
| -8% | -$345K | 1.11% | 16 |
|
|
2024
Q1 | $4.59M | Buy |
23,796
+847
| +4% | +$163K | 1.42% | 16 |
|
|
2023
Q4 | $5.98M | Sell |
22,949
-92
| -0.4% | -$24K | 2% | 13 |
|
|
2023
Q3 | $4.42M | Sell |
23,041
-373
| -2% | -$71.5K | 1.59% | 15 |
|
|
2023
Q2 | $4.94M | Sell |
23,414
-102
| -0.4% | -$21.5K | 1.71% | 14 |
|
|
2023
Q1 | $5M | Sell |
23,516
-22
| -0.1% | -$4.67K | 1.87% | 13 |
|
|
2022
Q4 | $4.48M | Sell |
23,538
-132
| -0.6% | -$25.1K | 1.88% | 16 |
|
|
2022
Q3 | $2.87M | Sell |
23,670
-888
| -4% | -$108K | 1.35% | 16 |
|
|
2022
Q2 | $3.36M | Buy |
+24,558
| New | +$3.36M | 1.59% | 15 |
|
|
2022
Q1 | – | Sell |
-15,122
| Closed | -$3.04M | – | 54 |
|
|
2021
Q4 | $3.04M | Sell |
15,122
-311
| -2% | -$62.6K | 1.15% | 18 |
|
|
2021
Q3 | $3.39M | Buy |
15,433
+1,213
| +9% | +$267K | 1.49% | 15 |
|
|
2021
Q2 | $3.41M | Buy |
14,220
+30
| +0.2% | +$7.19K | 1.56% | 16 |
|
|
2021
Q1 | $3.61M | Buy |
14,190
+1,870
| +15% | +$476K | 1.89% | 13 |
|
|
2020
Q4 | $2.64M | Buy |
12,320
+630
| +5% | +$135K | 1.56% | 15 |
|
|
2020
Q3 | $1.93M | Sell |
11,690
-2,431
| -17% | -$402K | 1.41% | 16 |
|
|
2020
Q2 | $2.59M | Buy |
14,121
+1,660
| +13% | +$304K | 2.16% | 8 |
|
|
2020
Q1 | $1.86M | Buy |
12,461
+1,869
| +18% | +$279K | 1.92% | 12 |
|
|
2019
Q4 | $3.45M | Buy |
+10,592
| New | +$3.45M | 3.03% | 7 |
|
|
2018
Q4 | – | Sell |
-7,589
| Closed | -$2.82M | – | 93 |
|
|
2018
Q3 | $2.82M | Buy |
7,589
+172
| +2% | +$64K | 2.11% | 10 |
|
|
2018
Q2 | $2.49M | Buy |
7,417
+229
| +3% | +$76.8K | 2.22% | 9 |
|
|
2018
Q1 | $2.36M | Sell |
7,188
-466
| -6% | -$153K | 2.56% | 10 |
|
|
2017
Q4 | $2.26M | Buy |
+7,654
| New | +$2.26M | 2.03% | 10 |
|