LGWM
Litman Gregory Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,250
| Closed | -$494K | – | 137 |
|
|
2024
Q3 | $494K | Hold |
3,250
| – | – | 0.04% | 90 |
|
|
2024
Q2 | $592K | Hold |
3,250
| – | – | 0.05% | 80 |
|
|
2024
Q1 | $627K | Hold |
3,250
| – | – | 0.06% | 80 |
|
|
2023
Q4 | $847K | Sell |
3,250
-946
| -23% | -$247K | 0.08% | 74 |
|
|
2023
Q3 | $804K | Buy |
+4,196
| New | +$804K | 0.08% | 73 |
|
|
2021
Q2 | – | Sell |
-457
| Closed | -$116K | – | 82 |
|
|
2021
Q1 | $116K | Sell |
457
-250
| -35% | -$63.5K | 0.02% | 69 |
|
|
2020
Q4 | $151K | Buy |
707
+26
| +4% | +$5.55K | 0.03% | 65 |
|
|
2020
Q3 | $113K | Hold |
681
| – | – | 0.02% | 67 |
|
|
2020
Q2 | $125K | Hold |
681
| – | – | 0.03% | 63 |
|
|
2020
Q1 | $102K | Buy |
681
+281
| +70% | +$42.1K | 0.03% | 59 |
|
|
2019
Q4 | $130K | Hold |
400
| – | – | 0.03% | 61 |
|
|
2019
Q3 | $152K | Hold |
400
| – | – | 0.04% | 51 |
|
|
2019
Q2 | $146K | Hold |
400
| – | – | 0.04% | 52 |
|
|
2019
Q1 | $153K | Hold |
400
| – | – | 0.04% | 46 |
|
|
2018
Q4 | $129K | Hold |
400
| – | – | 0.04% | 50 |
|
|
2018
Q3 | $149K | Hold |
400
| – | – | 0.05% | 41 |
|
|
2018
Q2 | $134K | Hold |
400
| – | – | 0.05% | 37 |
|
|
2018
Q1 | $131K | Buy |
+400
| New | +$131K | 0.05% | 41 |
|