Physician Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $253K | Buy |
1,272
+154
| +14% | +$35.1K | 0.04% | 168 |
|
|
2025
Q4 | $243K | Sell |
1,118
-229
| -17% | -$47.1K | 0.03% | 171 |
|
|
2025
Q3 | $291K | Buy |
1,347
+132
| +11% | +$29.8K | 0.04% | 142 |
|
|
2025
Q2 | $255K | Buy |
1,215
+59
| +5% | +$11.1K | 0.04% | 151 |
|
|
2025
Q1 | $197K | Hold |
1,156
| – | – | 0.03% | 181 |
|
|
2024
Q4 | $205K | Buy |
+1,156
| New | +$181K | 0.03% | 178 |
|
|
2024
Q3 | – | Sell |
-1,159
| Closed | -$216K | – | 184 |
|
|
2024
Q2 | $216K | Buy |
+1,159
| New | +$207K | 0.04% | 170 |
|
|
2024
Q1 | – | Sell |
-1,266
| Closed | -$272K | – | 178 |
|
|
2023
Q4 | $272K | Hold |
1,266
| – | – | 0.06% | 126 |
|
|
2023
Q3 | $239K | Sell |
1,266
-3
| -0.2% | -$656 | 0.06% | 131 |
|
|
2023
Q2 | $268K | Buy |
1,269
+35
| +3% | +$7.27K | 0.07% | 126 |
|
|
2023
Q1 | $258K | Hold |
1,234
| – | – | 0.07% | 127 |
|
|
2022
Q4 | $262K | Buy |
+1,234
| New | +$202K | 0.07% | 127 |
|
|
2022
Q3 | – | Sell |
-1,234
| Closed | -$209K | – | 148 |
|
|
2022
Q2 | $209K | Buy |
+1,234
| New | +$182K | 0.06% | 144 |
|
|
2022
Q1 | – | Sell |
-1,278
| Closed | -$275K | – | 158 |
|
|
2021
Q4 | $275K | Hold |
1,278
| – | – | 0.07% | 135 |
|
|
2021
Q3 | $277K | Hold |
1,278
| – | – | 0.08% | 127 |
|
|
2021
Q2 | $282K | Sell |
1,278
-5
| -0.4% | -$1.21K | 0.08% | 120 |
|
|
2021
Q1 | $333K | Hold |
1,283
| – | – | 0.11% | 101 |
|
|
2020
Q4 | $268K | Buy |
+1,283
| New | +$247K | 0.09% | 113 |
|
|
2020
Q3 | – | Sell |
-1,283
| Closed | -$230K | – | 128 |
|
|
2020
Q2 | $230K | Buy |
+1,283
| New | +$197K | 0.09% | 119 |
|
Other funds holding BA
VCM
VPM
