MWM
Mattern Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
1,261
-50
| -4% | -$10.5K | 0.06% | 137 |
|
|
2025
Q1 | $224K | Buy |
1,311
+61
| +5% | +$10.4K | 0.05% | 152 |
|
|
2024
Q4 | $221K | Sell |
1,250
-615
| -33% | -$109K | 0.05% | 155 |
|
|
2024
Q3 | $284K | Sell |
1,865
-2,690
| -59% | -$409K | 0.06% | 144 |
|
|
2024
Q2 | $829K | Sell |
4,555
-2,060
| -31% | -$375K | 0.2% | 81 |
|
|
2024
Q1 | $1.28M | Buy |
6,615
+72
| +1% | +$13.9K | 0.31% | 79 |
|
|
2023
Q4 | $1.71M | Buy |
6,543
+158
| +2% | +$41.2K | 0.44% | 63 |
|
|
2023
Q3 | $1.22M | Buy |
6,385
+625
| +11% | +$120K | 0.36% | 77 |
|
|
2023
Q2 | $1.22M | Buy |
5,760
+100
| +2% | +$21.1K | 0.35% | 78 |
|
|
2023
Q1 | $1.2M | Buy |
5,660
+163
| +3% | +$34.6K | 0.4% | 77 |
|
|
2022
Q4 | $1.05M | Buy |
5,497
+2,615
| +91% | +$498K | 0.42% | 71 |
|
|
2022
Q3 | $349K | Buy |
+2,882
| New | +$349K | 0.14% | 113 |
|
|
2022
Q2 | – | Sell |
-4,654
| Closed | -$891K | – | 153 |
|
|
2022
Q1 | $891K | Buy |
4,654
+365
| +9% | +$69.9K | 0.29% | 77 |
|
|
2021
Q4 | $863K | Buy |
4,289
+392
| +10% | +$78.9K | 0.25% | 87 |
|
|
2021
Q3 | $857K | Sell |
3,897
-275
| -7% | -$60.5K | 0.29% | 80 |
|
|
2021
Q2 | $909K | Sell |
4,172
-336
| -7% | -$73.2K | 0.29% | 79 |
|
|
2021
Q1 | $1.15M | Buy |
4,508
+955
| +27% | +$243K | 0.4% | 67 |
|
|
2020
Q4 | $761K | Sell |
3,553
-204
| -5% | -$43.7K | 0.29% | 84 |
|
|
2020
Q3 | $621K | Sell |
3,757
-340
| -8% | -$56.2K | 0.27% | 83 |
|
|
2020
Q2 | $751K | Sell |
4,097
-515
| -11% | -$94.4K | 0.36% | 79 |
|
|
2020
Q1 | $688K | Buy |
4,612
+2,195
| +91% | +$327K | 0.5% | 65 |
|
|
2019
Q4 | $787K | Buy |
+2,417
| New | +$787K | 0.47% | 74 |
|