PWM
PBMares Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Buy |
1,723
+70
| +4% | +$14.7K | 0.07% | 133 |
|
|
2025
Q1 | $282K | Sell |
1,653
-226
| -12% | -$38.6K | 0.06% | 156 |
|
|
2024
Q4 | $333K | Hold |
1,879
| – | – | 0.07% | 138 |
|
|
2024
Q3 | $286K | Hold |
1,879
| – | – | 0.06% | 152 |
|
|
2024
Q2 | $342K | Sell |
1,879
-131
| -7% | -$23.8K | 0.08% | 135 |
|
|
2024
Q1 | $388K | Sell |
2,010
-214
| -10% | -$41.3K | 0.1% | 123 |
|
|
2023
Q4 | $580K | Hold |
2,224
| – | – | 0.17% | 87 |
|
|
2023
Q3 | $426K | Hold |
2,224
| – | – | 0.15% | 108 |
|
|
2023
Q2 | $470K | Hold |
2,224
| – | – | 0.17% | 104 |
|
|
2023
Q1 | $472K | Sell |
2,224
-49
| -2% | -$10.4K | 0.18% | 104 |
|
|
2022
Q4 | $433K | Sell |
2,273
-22
| -1% | -$4.19K | 0.18% | 101 |
|
|
2022
Q3 | $278K | Hold |
2,295
| – | – | 0.12% | 131 |
|
|
2022
Q2 | $314K | Buy |
2,295
+732
| +47% | +$100K | 0.13% | 118 |
|
|
2022
Q1 | $299K | Buy |
1,563
+127
| +9% | +$24.3K | 0.18% | 118 |
|
|
2021
Q4 | $289K | Buy |
1,436
+78
| +6% | +$15.7K | 0.12% | 126 |
|
|
2021
Q3 | $299K | Hold |
1,358
| – | – | 0.14% | 122 |
|
|
2021
Q2 | $325K | Hold |
1,358
| – | – | 0.18% | 112 |
|
|
2021
Q1 | $346K | Hold |
1,358
| – | – | 0.28% | 98 |
|
|
2020
Q4 | $291K | Hold |
1,358
| – | – | 0.33% | 94 |
|
|
2020
Q3 | $224K | Hold |
1,358
| – | – | 0.33% | 90 |
|
|
2020
Q2 | $249K | Sell |
1,358
-88
| -6% | -$16.1K | 0.37% | 87 |
|
|
2020
Q1 | $216K | Hold |
1,446
| – | – | 0.34% | 98 |
|
|
2019
Q4 | $471K | Buy |
+1,446
| New | +$471K | 0.56% | 60 |
|