Montz Harcus Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $737K | Buy |
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|
2025
Q2 | $712K | Buy |
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|
2025
Q1 | $578K | Sell |
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|
2024
Q4 | $601K | Sell |
|
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|
2024
Q3 | $534K | Sell |
|
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|
2024
Q2 | $670K | Sell |
|
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|
2024
Q1 | $733K | Sell |
|
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|
2023
Q4 | $991K | Buy |
|
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|
2023
Q3 | $728K | Buy |
|
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|
2023
Q2 | $801K | Buy |
|
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|
2023
Q1 | $790K | Sell |
|
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|
2022
Q4 | $737K | Buy |
|
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|
2022
Q3 | $466K | Buy |
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|
2022
Q2 | $504K | Buy |
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|
2022
Q1 | $687K | Buy |
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|
2021
Q4 | $587K | Buy |
|