LWAM
Legacy Wealth Asset Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
5,479
-23
| -0.4% | -$4.82K | 0.29% | 90 |
|
|
2025
Q1 | $938K | Buy |
5,502
+44
| +0.8% | +$7.5K | 0.26% | 94 |
|
|
2024
Q4 | $966K | Sell |
5,458
-7
| -0.1% | -$1.24K | 0.26% | 98 |
|
|
2024
Q3 | $831K | Buy |
5,465
+76
| +1% | +$11.6K | 0.22% | 117 |
|
|
2024
Q2 | $981K | Buy |
5,389
+96
| +2% | +$17.5K | 0.28% | 95 |
|
|
2024
Q1 | $1.02M | Buy |
5,293
+13
| +0.2% | +$2.51K | 0.28% | 97 |
|
|
2023
Q4 | $1.38M | Sell |
5,280
-171
| -3% | -$44.6K | 0.45% | 64 |
|
|
2023
Q3 | $1.04M | Sell |
5,451
-89
| -2% | -$17.1K | 0.38% | 80 |
|
|
2023
Q2 | $1.17M | Sell |
5,540
-39
| -0.7% | -$8.24K | 0.41% | 66 |
|
|
2023
Q1 | $1.19M | Sell |
5,579
-81
| -1% | -$17.2K | 0.43% | 66 |
|
|
2022
Q4 | $1.08M | Sell |
5,660
-83
| -1% | -$15.8K | 0.41% | 71 |
|
|
2022
Q3 | $695K | Sell |
5,743
-838
| -13% | -$101K | 0.3% | 111 |
|
|
2022
Q2 | $900K | Buy |
6,581
+187
| +3% | +$25.6K | 0.37% | 97 |
|
|
2022
Q1 | $1.22M | Buy |
6,394
+253
| +4% | +$48.4K | 0.44% | 61 |
|
|
2021
Q4 | $1.24M | Buy |
6,141
+180
| +3% | +$36.2K | 0.42% | 56 |
|
|
2021
Q3 | $1.31M | Buy |
5,961
+12
| +0.2% | +$2.64K | 0.6% | 23 |
|
|
2021
Q2 | $1.43M | Buy |
5,949
+11
| +0.2% | +$2.64K | 0.63% | 18 |
|
|
2021
Q1 | $1.51M | Buy |
5,938
+550
| +10% | +$140K | 0.7% | 20 |
|
|
2020
Q4 | $1.15M | Buy |
+5,388
| New | +$1.15M | 0.58% | 31 |
|