Montz Harcus 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 | $712K | Buy |
3,398
+7
| +0.2% | +$1.47K | 0.34% | 34 |
|
|
2025
Q1 | $578K | Sell |
3,391
-5
| -0.1% | -$853 | 0.32% | 34 |
|
|
2024
Q4 | $601K | Sell |
3,396
-114
| -3% | -$20.2K | 0.34% | 36 |
|
|
2024
Q3 | $534K | Sell |
3,510
-173
| -5% | -$26.3K | 0.31% | 35 |
|
|
2024
Q2 | $670K | Sell |
3,683
-113
| -3% | -$20.6K | 0.43% | 27 |
|
|
2024
Q1 | $733K | Sell |
3,796
-5
| -0.1% | -$965 | 0.5% | 25 |
|
|
2023
Q4 | $991K | Buy |
3,801
+1
| +0% | +$261 | 0.76% | 20 |
|
|
2023
Q3 | $728K | Buy |
3,800
+8
| +0.2% | +$1.53K | 0.62% | 21 |
|
|
2023
Q2 | $801K | Buy |
3,792
+75
| +2% | +$15.8K | 0.66% | 20 |
|
|
2023
Q1 | $790K | Sell |
3,717
-151
| -4% | -$32.1K | 0.73% | 21 |
|
|
2022
Q4 | $737K | Buy |
3,868
+18
| +0.5% | +$3.43K | 0.73% | 21 |
|
|
2022
Q3 | $466K | Buy |
3,850
+164
| +4% | +$19.9K | 0.51% | 23 |
|
|
2022
Q2 | $504K | Buy |
3,686
+100
| +3% | +$13.7K | 0.53% | 23 |
|
|
2022
Q1 | $687K | Buy |
3,586
+671
| +23% | +$129K | 0.62% | 23 |
|
|
2021
Q4 | $587K | Buy |
+2,915
| New | +$587K | 0.51% | 26 |
|