Laurel Wealth Advisors (North Carolina)’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 | – | Sell |
-281
| Closed | -$61K | – | 234 |
|
|
2025
Q4 | $61K | Buy |
+281
| New | +$57.8K | 0.01% | 302 |
|
|
2025
Q2 | – | Sell |
-155
| Closed | -$26.4K | – | 233 |
|
|
2025
Q1 | $26.4K | Hold |
155
| – | – | ﹤0.01% | 384 |
|
|
2024
Q4 | $27.4K | Hold |
155
| – | – | ﹤0.01% | 378 |
|
|
2024
Q3 | $23.6K | Sell |
155
-200
| -56% | -$34.3K | ﹤0.01% | 394 |
|
|
2024
Q2 | $64.6K | Buy |
355
+25
| +8% | +$4.46K | 0.01% | 267 |
|
|
2024
Q1 | $63.7K | Hold |
330
| – | – | 0.01% | 277 |
|
|
2023
Q4 | $86K | Hold |
330
| – | – | 0.02% | 242 |
|
|
2023
Q3 | $63.3K | Hold |
330
| – | – | 0.01% | 259 |
|
|
2023
Q2 | $69.7K | Hold |
330
| – | – | 0.01% | 258 |
|
|
2023
Q1 | $70.1K | Hold |
330
| – | – | 0.01% | 256 |
|
|
2022
Q4 | $62.9K | Hold |
330
| – | – | 0.01% | 243 |
|
|
2022
Q3 | $40K | Hold |
330
| – | – | 0.01% | 273 |
|
|
2022
Q2 | $45K | Hold |
330
| – | – | 0.01% | 265 |
|
|
2022
Q1 | $63K | Sell |
330
-9
| -3% | -$1.81K | 0.01% | 261 |
|
|
2021
Q4 | $68K | Hold |
339
| – | – | 0.01% | 248 |
|
|
2021
Q3 | $75K | Sell |
339
-655
| -66% | -$146K | 0.02% | 238 |
|
|
2021
Q2 | $238K | Buy |
994
+650
| +189% | +$157K | 0.05% | 157 |
|
|
2021
Q1 | $88K | Hold |
344
| – | – | 0.02% | 216 |
|
|
2020
Q4 | $74K | Buy |
344
+10
| +3% | +$1.92K | 0.02% | 224 |
|
|
2020
Q3 | $55K | Hold |
334
| – | – | 0.02% | 232 |
|
|
2020
Q2 | $61K | Hold |
334
| – | – | 0.02% | 216 |
|
|
2020
Q1 | $50K | Sell |
334
-85
| -20% | -$23.3K | 0.02% | 223 |
|
|
2019
Q4 | $136K | Hold |
419
| – | – | 0.04% | 161 |
|
|
2019
Q3 | $159K | Buy |
419
+5
| +1% | +$1.79K | 0.05% | 148 |
|
|
2019
Q2 | $151K | Buy |
414
+200
| +93% | +$72.9K | 0.05% | 152 |
|
|
2019
Q1 | $82K | Buy |
214
+15
| +8% | +$5.77K | 0.03% | 194 |
|
|
2018
Q4 | $64K | Buy |
+199
| New | +$68.7K | 0.03% | 197 |
|
Other funds holding BA
VCM
VPM