LWM
Liberty Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
2,056
+7
| +0.3% | +$1.47K | 0.07% | 139 |
|
|
2025
Q1 | $350K | Sell |
2,049
-11
| -0.5% | -$1.88K | 0.07% | 109 |
|
|
2024
Q4 | $365K | Sell |
2,060
-1
| -0% | -$177 | 0.06% | 145 |
|
|
2024
Q3 | $313K | Sell |
2,061
-6
| -0.3% | -$911 | 0.05% | 155 |
|
|
2024
Q2 | $376K | Buy |
2,067
+277
| +15% | +$50.4K | 0.07% | 129 |
|
|
2024
Q1 | $346K | Sell |
1,790
-99
| -5% | -$19.1K | 0.07% | 130 |
|
|
2023
Q4 | $492K | Buy |
1,889
+22
| +1% | +$5.73K | 0.11% | 97 |
|
|
2023
Q3 | $358K | Sell |
1,867
-445
| -19% | -$85.3K | 0.09% | 114 |
|
|
2023
Q2 | $490K | Sell |
2,312
-4,983
| -68% | -$1.06M | 0.12% | 93 |
|
|
2023
Q1 | $1.5M | Buy |
+7,295
| New | +$1.5M | 0.31% | 58 |
|
|
2022
Q3 | $228K | Sell |
1,885
-62
| -3% | -$7.5K | 0.06% | 135 |
|
|
2022
Q2 | $266K | Buy |
1,947
+696
| +56% | +$95.1K | 0.11% | 115 |
|
|
2022
Q1 | $239K | Buy |
1,251
+89
| +8% | +$17K | 0.09% | 124 |
|
|
2021
Q4 | $234 | Sell |
1,162
-16
| -1% | -$3 | 0.01% | 144 |
|
|
2021
Q3 | $259K | Buy |
1,178
+6
| +0.5% | +$1.32K | 0.09% | 134 |
|
|
2021
Q2 | $281K | Sell |
1,172
-204
| -15% | -$48.9K | 0.11% | 101 |
|
|
2021
Q1 | $269K | Hold |
1,376
| – | – | 0.13% | 86 |
|
|
2020
Q4 | $269K | Buy |
1,376
+80
| +6% | +$15.6K | 0.13% | 86 |
|
|
2020
Q3 | $214K | Buy |
1,296
+1
| +0.1% | +$165 | 0.13% | 88 |
|
|
2020
Q2 | $237K | Buy |
1,295
+238
| +23% | +$43.6K | 0.17% | 82 |
|
|
2020
Q1 | $158K | Buy |
1,057
+73
| +7% | +$10.9K | 0.14% | 101 |
|
|
2019
Q4 | $321K | Sell |
984
-24
| -2% | -$7.83K | 0.25% | 74 |
|
|
2019
Q3 | $384K | Sell |
1,008
-4,286
| -81% | -$1.63M | 0.36% | 52 |
|
|
2019
Q2 | $1.93M | Buy |
5,294
+4,082
| +337% | +$1.49M | 1.69% | 8 |
|
|
2019
Q1 | $462K | Hold |
1,212
| – | – | 0.35% | 44 |
|
|
2018
Q4 | $390K | Buy |
+1,212
| New | +$390K | 0.29% | 47 |
|