Obermeyer Wealth Partners’s Boeing BA Stock Holding History

Obermeyer Wealth Partners’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$404K	Sell	1,929 -1	-0.1%	-$210	0.02%	182
2025 Q1	$329K	Buy	+1,930	New	+$329K	0.02%	192
2024 Q3	–	Sell	-1,204	Closed	-$219K	–	264
2024 Q2	$219K	Sell	1,204 -535	-31%	-$97.4K	0.01%	229
2024 Q1	$336K	Sell	1,739 -1,720	-50%	-$332K	0.02%	183
2023 Q4	$902K	Sell	3,459 -75	-2%	-$19.6K	0.06%	80
2023 Q3	$677K	Buy	3,534 +2	+0.1%	+$383	0.05%	89
2023 Q2	$746K	Hold	3,532	–	–	0.05%	88
2023 Q1	$751K	Buy	3,532 +2,234	+172%	+$475K	0.06%	83
2022 Q4	$247K	Buy	+1,298	New	+$247K	0.02%	186
2022 Q3	–	Sell	-1,489	Closed	-$204K	–	214
2022 Q2	$204K	Buy	+1,489	New	+$204K	0.02%	192
2021 Q3	–	Sell	-1,349	Closed	-$323K	–	219
2021 Q2	$323K	Hold	1,349	–	–	0.02%	163
2021 Q1	$344K	Sell	1,349 -967	-42%	-$247K	0.02%	150
2020 Q4	$496K	Buy	2,316 +77	+3%	+$16.5K	0.03%	89
2020 Q3	$370K	Sell	2,239 -47	-2%	-$7.77K	0.03%	100
2020 Q2	$419K	Sell	2,286 -258	-10%	-$47.3K	0.04%	87
2020 Q1	$379K	Buy	2,544 +314	+14%	+$46.8K	0.04%	78
2019 Q4	$726K	Sell	2,230 -70	-3%	-$22.8K	0.06%	65
2019 Q3	$875K	Buy	2,300 +262	+13%	+$99.7K	0.08%	58
2019 Q2	$742K	Sell	2,038 -49	-2%	-$17.8K	0.07%	61
2019 Q1	$796K	Sell	2,087 -16	-0.8%	-$6.1K	0.07%	59
2018 Q4	$678K	Buy	2,103 +11	+0.5%	+$3.55K	0.07%	62
2018 Q3	$778K	Buy	2,092 +60	+3%	+$22.3K	0.07%	59
2018 Q2	$682K	Sell	2,032 -78	-4%	-$26.2K	0.06%	61
2018 Q1	$692K	Sell	2,110 -400	-16%	-$131K	0.06%	63
2017 Q4	$740K	Hold	2,510	–	–	0.06%	68
2017 Q3	$638K	Buy	2,510 +1,000	+66%	+$254K	0.06%	71
2017 Q2	$299K	Hold	1,510	–	–	0.03%	96
2017 Q1	$267K	Sell	1,510 -290	-16%	-$51.3K	0.02%	108
2016 Q4	$280K	Hold	1,800	–	–	0.03%	109
2016 Q3	$237K	Buy	+1,800	New	+$237K	0.02%	115
2016 Q1	–	Sell	-1,391	Closed	-$201K	–	124
2015 Q4	$201K	Buy	+1,391	New	+$201K	0.02%	118