Moser Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Sell |
3,896
-244
| -6% | -$51.1K | 0.39% | 48 |
|
|
2025
Q1 | $706K | Sell |
4,140
-250
| -6% | -$42.6K | 0.37% | 49 |
|
|
2024
Q4 | $777K | Hold |
4,390
| – | – | 0.4% | 43 |
|
|
2024
Q3 | $667K | Hold |
4,390
| – | – | 0.35% | 48 |
|
|
2024
Q2 | $799K | Hold |
4,390
| – | – | 0.43% | 42 |
|
|
2024
Q1 | $847K | Hold |
4,390
| – | – | 0.47% | 40 |
|
|
2023
Q4 | $1.14M | Sell |
4,390
-648
| -13% | -$169K | 0.73% | 33 |
|
|
2023
Q3 | $966K | Sell |
5,038
-722
| -13% | -$138K | 0.68% | 35 |
|
|
2023
Q2 | $1.22M | Buy |
+5,760
| New | +$1.22M | 0.82% | 33 |
|
|
2022
Q4 | $1.13M | Sell |
5,939
-250
| -4% | -$47.6K | 0.85% | 32 |
|
|
2022
Q3 | $749K | Sell |
6,189
-100
| -2% | -$12.1K | 0.59% | 44 |
|
|
2022
Q2 | $860K | Hold |
6,289
| – | – | 0.64% | 40 |
|
|
2022
Q1 | $1.2M | Buy |
6,289
+3,516
| +127% | +$673K | 0.75% | 34 |
|
|
2021
Q4 | $558K | Sell |
2,773
-300
| -10% | -$60.4K | 0.34% | 52 |
|
|
2021
Q3 | $676K | Hold |
3,073
| – | – | 0.43% | 50 |
|
|
2021
Q2 | $736K | Buy |
3,073
+50
| +2% | +$12K | 0.47% | 48 |
|
|
2021
Q1 | $770K | Buy |
3,023
+654
| +28% | +$167K | 0.54% | 43 |
|
|
2020
Q4 | $507K | Sell |
2,369
-280
| -11% | -$59.9K | 0.37% | 47 |
|
|
2020
Q3 | $438K | Sell |
2,649
-100
| -4% | -$16.5K | 0.35% | 46 |
|
|
2020
Q2 | $504K | Buy |
2,749
+100
| +4% | +$18.3K | 0.48% | 41 |
|
|
2020
Q1 | $395K | Buy |
2,649
+100
| +4% | +$14.9K | 0.46% | 40 |
|
|
2019
Q4 | $830K | Buy |
+2,549
| New | +$830K | 0.8% | 29 |
|