Modera Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
5,529
-86
| -2% | -$18K | 0.01% | 313 |
|
|
2025
Q1 | $958K | Buy |
5,615
+552
| +11% | +$94.1K | 0.01% | 330 |
|
|
2024
Q4 | $896K | Sell |
5,063
-1,174
| -19% | -$208K | 0.01% | 345 |
|
|
2024
Q3 | $948K | Buy |
6,237
+700
| +13% | +$106K | 0.01% | 316 |
|
|
2024
Q2 | $1.01M | Sell |
5,537
-124
| -2% | -$22.6K | 0.01% | 292 |
|
|
2024
Q1 | $1.09M | Sell |
5,661
-469
| -8% | -$90.5K | 0.02% | 289 |
|
|
2023
Q4 | $1.6M | Buy |
6,130
+683
| +13% | +$178K | 0.03% | 240 |
|
|
2023
Q3 | $1.04M | Sell |
5,447
-116
| -2% | -$22.2K | 0.02% | 277 |
|
|
2023
Q2 | $1.17M | Buy |
5,563
+1,914
| +52% | +$404K | 0.02% | 275 |
|
|
2023
Q1 | $775K | Buy |
3,649
+795
| +28% | +$169K | 0.03% | 175 |
|
|
2022
Q4 | $544K | Buy |
2,854
+745
| +35% | +$142K | 0.02% | 202 |
|
|
2022
Q3 | $255K | Sell |
2,109
-885
| -30% | -$107K | 0.01% | 269 |
|
|
2022
Q2 | $409K | Sell |
2,994
-257
| -8% | -$35.1K | 0.02% | 218 |
|
|
2022
Q1 | $623K | Buy |
3,251
+246
| +8% | +$47.1K | 0.03% | 185 |
|
|
2021
Q4 | $605K | Buy |
3,005
+804
| +37% | +$162K | 0.02% | 240 |
|
|
2021
Q3 | $484K | Sell |
2,201
-728
| -25% | -$160K | 0.02% | 158 |
|
|
2021
Q2 | $702K | Sell |
2,929
-550
| -16% | -$132K | 0.04% | 126 |
|
|
2021
Q1 | $886K | Sell |
3,479
-549
| -14% | -$140K | 0.06% | 105 |
|
|
2020
Q4 | $862K | Buy |
4,028
+1,376
| +52% | +$294K | 0.07% | 107 |
|
|
2020
Q3 | $438K | Sell |
2,652
-5,000
| -65% | -$826K | 0.07% | 99 |
|
|
2020
Q2 | $1.4M | Buy |
7,652
+3,095
| +68% | +$567K | 0.22% | 41 |
|
|
2020
Q1 | $680K | Buy |
4,557
+1,769
| +63% | +$264K | 0.14% | 63 |
|
|
2019
Q4 | $908K | Sell |
2,788
-255
| -8% | -$83K | 0.14% | 54 |
|
|
2019
Q3 | $1.16M | Buy |
3,043
+271
| +10% | +$103K | 0.19% | 41 |
|
|
2019
Q2 | $1.01M | Buy |
2,772
+194
| +8% | +$70.6K | 0.18% | 49 |
|
|
2019
Q1 | $983K | Hold |
2,578
| – | – | 0.18% | 48 |
|
|
2018
Q4 | $831K | Sell |
2,578
-7
| -0.3% | -$2.26K | 0.16% | 51 |
|
|
2018
Q3 | $961K | Buy |
2,585
+123
| +5% | +$45.7K | 0.19% | 50 |
|
|
2018
Q2 | $826K | Sell |
2,462
-24
| -1% | -$8.05K | 0.17% | 51 |
|
|
2018
Q1 | $815K | Sell |
2,486
-62
| -2% | -$20.3K | 0.17% | 48 |
|
|
2017
Q4 | $751K | Buy |
2,548
+48
| +2% | +$14.1K | 0.16% | 54 |
|
|
2017
Q3 | $636K | Sell |
2,500
-1,701
| -40% | -$433K | 0.14% | 58 |
|
|
2017
Q2 | $831K | Buy |
4,201
+66
| +2% | +$13.1K | 0.2% | 46 |
|
|
2017
Q1 | $731K | Buy |
4,135
+920
| +29% | +$163K | 0.18% | 51 |
|
|
2016
Q4 | $501K | Sell |
3,215
-21
| -0.6% | -$3.27K | 0.17% | 58 |
|
|
2016
Q3 | $426K | Sell |
3,236
-659
| -17% | -$86.8K | 0.14% | 64 |
|
|
2016
Q2 | $506K | Buy |
3,895
+650
| +20% | +$84.4K | 0.18% | 52 |
|
|
2016
Q1 | $412K | Buy |
3,245
+30
| +0.9% | +$3.81K | 0.14% | 62 |
|
|
2015
Q4 | $465K | Hold |
3,215
| – | – | 0.18% | 44 |
|
|
2015
Q3 | $421K | Sell |
3,215
-28
| -0.9% | -$3.67K | 0.18% | 45 |
|
|
2015
Q2 | $450K | Sell |
3,243
-33
| -1% | -$4.58K | 0.18% | 43 |
|
|
2015
Q1 | $492K | Buy |
3,276
+61
| +2% | +$9.16K | 0.19% | 44 |
|
|
2014
Q4 | $418K | Buy |
3,215
+10
| +0.3% | +$1.3K | 0.16% | 49 |
|
|
2014
Q3 | $408K | Buy |
3,205
+200
| +7% | +$25.5K | 0.17% | 49 |
|
|
2014
Q2 | $382K | Sell |
3,005
-500
| -14% | -$63.6K | 0.17% | 39 |
|
|
2014
Q1 | $440K | Hold |
3,505
| – | – | 0.17% | 35 |
|
|
2013
Q4 | $478K | Buy |
+3,505
| New | +$478K | 0.18% | 47 |
|