MWM
Merriman Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $509K | Sell |
2,877
-2,147
| -43% | -$380K | 0.02% | 131 |
|
|
2024
Q3 | $764K | Buy |
5,024
+1,579
| +46% | +$240K | 0.03% | 117 |
|
|
2024
Q2 | $627K | Buy |
3,445
+732
| +27% | +$133K | 0.03% | 126 |
|
|
2024
Q1 | $524K | Buy |
2,713
+710
| +35% | +$137K | 0.02% | 133 |
|
|
2023
Q4 | $522K | Buy |
2,003
+367
| +22% | +$95.7K | 0.03% | 127 |
|
|
2023
Q3 | $314K | Buy |
1,636
+14
| +0.9% | +$2.68K | 0.02% | 146 |
|
|
2023
Q2 | $343K | Buy |
1,622
+18
| +1% | +$3.8K | 0.02% | 165 |
|
|
2023
Q1 | $341K | Sell |
1,604
-163
| -9% | -$34.6K | 0.02% | 151 |
|
|
2022
Q4 | $337K | Buy |
1,767
+14
| +0.8% | +$2.67K | 0.02% | 162 |
|
|
2022
Q3 | $212K | Sell |
1,753
-141
| -7% | -$17.1K | 0.01% | 164 |
|
|
2022
Q2 | $259K | Sell |
1,894
-880
| -32% | -$120K | 0.02% | 142 |
|
|
2022
Q1 | $531K | Sell |
2,774
-257
| -8% | -$49.2K | 0.04% | 120 |
|
|
2021
Q4 | $610K | Buy |
3,031
+862
| +40% | +$173K | 0.04% | 134 |
|
|
2021
Q3 | $477K | Sell |
2,169
-437
| -17% | -$96.1K | 0.04% | 142 |
|
|
2021
Q2 | $624K | Sell |
2,606
-33
| -1% | -$7.9K | 0.05% | 143 |
|
|
2021
Q1 | $672K | Sell |
2,639
-10,860
| -80% | -$2.77M | 0.08% | 111 |
|
|
2020
Q4 | $2.89M | Buy |
13,499
+10,685
| +380% | +$2.29M | 0.31% | 61 |
|
|
2020
Q3 | $465K | Buy |
2,814
+4
| +0.1% | +$661 | 0.07% | 108 |
|
|
2020
Q2 | $515K | Sell |
2,810
-11,279
| -80% | -$2.07M | 0.08% | 100 |
|
|
2020
Q1 | $2.1M | Buy |
14,089
+9,221
| +189% | +$1.38M | 0.46% | 35 |
|
|
2019
Q4 | $1.59M | Buy |
4,868
+380
| +8% | +$124K | 0.31% | 62 |
|
|
2019
Q3 | $1.71M | Buy |
4,488
+644
| +17% | +$245K | 0.35% | 60 |
|
|
2019
Q2 | $13.7K | Sell |
3,844
-125
| -3% | -$446 | 0.26% | 70 |
|
|
2019
Q1 | $1.51M | Sell |
3,969
-105
| -3% | -$40.1K | 0.29% | 71 |
|
|
2018
Q4 | $1.33M | Buy |
4,074
+55
| +1% | +$18K | 0.29% | 41 |
|
|
2018
Q3 | $1.5M | Buy |
4,019
+905
| +29% | +$337K | 0.32% | 52 |
|
|
2018
Q2 | $1.05M | Buy |
3,114
+320
| +11% | +$107K | 0.24% | 72 |
|
|
2018
Q1 | $916K | Sell |
2,794
-242
| -8% | -$79.3K | 0.24% | 88 |
|
|
2017
Q4 | $895K | Buy |
3,036
+25
| +0.8% | +$7.37K | 0.22% | 89 |
|
|
2017
Q3 | $765K | Sell |
3,011
-56
| -2% | -$14.2K | 0.18% | 89 |
|
|
2017
Q2 | $606K | Buy |
3,067
+441
| +17% | +$87.1K | 0.17% | 73 |
|
|
2017
Q1 | $464K | Sell |
2,626
-60
| -2% | -$10.6K | 0.11% | 97 |
|
|
2016
Q4 | $418K | Sell |
2,686
-60
| -2% | -$9.34K | 0.11% | 99 |
|
|
2016
Q3 | $362K | Hold |
2,746
| – | – | 0.07% | 111 |
|
|
2016
Q2 | $357K | Sell |
2,746
-140
| -5% | -$18.2K | 0.1% | 89 |
|
|
2016
Q1 | $366K | Hold |
2,886
| – | – | 0.34% | 43 |
|
|
2015
Q4 | $405K | Hold |
2,886
| – | – | 0.59% | 26 |
|
|
2015
Q3 | $378K | Buy |
2,886
+437
| +18% | +$57.2K | 0.21% | 32 |
|
|
2015
Q2 | $360K | Sell |
2,449
-54
| -2% | -$7.94K | 0.72% | 21 |
|
|
2015
Q1 | $384K | Buy |
2,503
+95
| +4% | +$14.6K | 0.39% | 35 |
|
|
2014
Q4 | $312K | Hold |
2,408
| – | – | 0.45% | 30 |
|
|
2014
Q3 | $300K | Buy |
+2,408
| New | +$300K | 0.39% | 31 |
|
|
2014
Q2 | – | Sell |
-2,058
| Closed | -$269K | – | 37 |
|
|
2014
Q1 | $269K | Buy |
+2,058
| New | +$269K | 0.28% | 32 |
|