PWMAG
Pinnacle Wealth Management Advisory Group’s Boeing BA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.31M | Buy |
6,271
+566
| +10% | +$119K | 0.11% | 124 |
|
2025
Q1 | $973K | Sell |
5,705
-272
| -5% | -$46.4K | 0.09% | 139 |
|
2024
Q4 | $1.06M | Sell |
5,977
-206
| -3% | -$36.5K | 0.1% | 131 |
|
2024
Q3 | $940K | Sell |
6,183
-298
| -5% | -$45.3K | 0.09% | 139 |
|
2024
Q2 | $1.18M | Buy |
6,481
+523
| +9% | +$95.2K | 0.12% | 122 |
|
2024
Q1 | $1.15M | Buy |
5,958
+59
| +1% | +$11.4K | 0.12% | 118 |
|
2023
Q4 | $1.54M | Sell |
5,899
-264
| -4% | -$68.8K | 0.18% | 95 |
|
2023
Q3 | $1.18M | Sell |
6,163
-320
| -5% | -$61.3K | 0.15% | 102 |
|
2023
Q2 | $1.37M | Sell |
6,483
-153
| -2% | -$32.3K | 0.17% | 99 |
|
2023
Q1 | $1.41M | Buy |
6,636
+343
| +5% | +$72.9K | 0.19% | 96 |
|
2022
Q4 | $1.2M | Sell |
6,293
-584
| -8% | -$111K | 0.18% | 103 |
|
2022
Q3 | $833K | Sell |
6,877
-790
| -10% | -$95.7K | 0.14% | 113 |
|
2022
Q2 | $1.05M | Sell |
7,667
-852
| -10% | -$116K | 0.17% | 103 |
|
2022
Q1 | $1.63M | Sell |
8,519
-106
| -1% | -$20.3K | 0.24% | 97 |
|
2021
Q4 | $1.74M | Buy |
8,625
+593
| +7% | +$119K | 0.28% | 81 |
|
2021
Q3 | $1.77M | Buy |
8,032
+4,132
| +106% | +$909K | 0.41% | 66 |
|
2021
Q2 | $934K | Buy |
3,900
+2,000
| +105% | +$479K | 0.22% | 101 |
|
2021
Q1 | $484K | Sell |
1,900
-155
| -8% | -$39.5K | 0.14% | 124 |
|
2020
Q4 | $440K | Buy |
2,055
+155
| +8% | +$33.2K | 0.13% | 123 |
|
2020
Q3 | $314K | Buy |
1,900
+75
| +4% | +$12.4K | 0.11% | 140 |
|
2020
Q2 | $335K | Sell |
1,825
-393
| -18% | -$72.1K | 0.12% | 133 |
|
2020
Q1 | $331K | Sell |
2,218
-2,869
| -56% | -$428K | 0.16% | 111 |
|
2019
Q4 | $1.66M | Buy |
5,087
+45
| +0.9% | +$14.7K | 0.62% | 45 |
|
2019
Q3 | $1.92M | Buy |
5,042
+322
| +7% | +$122K | 0.8% | 34 |
|
2019
Q2 | $1.72M | Sell |
4,720
-445
| -9% | -$162K | 0.73% | 40 |
|
2019
Q1 | $1.97M | Buy |
5,165
+513
| +11% | +$196K | 0.89% | 28 |
|
2018
Q4 | $1.5M | Sell |
4,652
-64
| -1% | -$20.6K | 0.81% | 34 |
|
2018
Q3 | $1.75M | Sell |
4,716
-2,700
| -36% | -$1M | 0.87% | 31 |
|
2018
Q2 | $2.49M | Buy |
7,416
+1,420
| +24% | +$476K | 1.34% | 19 |
|
2018
Q1 | $1.97M | Sell |
5,996
-70
| -1% | -$23K | 1.11% | 22 |
|
2017
Q4 | $1.79M | Sell |
6,066
-110
| -2% | -$32.4K | 0.99% | 26 |
|
2017
Q3 | $1.57M | Buy |
6,176
+70
| +1% | +$17.8K | 0.91% | 30 |
|
2017
Q2 | $1.21M | Buy |
6,106
+155
| +3% | +$30.6K | 0.75% | 43 |
|
2017
Q1 | $1.05M | Buy |
5,951
+35
| +0.6% | +$6.19K | 0.73% | 47 |
|
2016
Q4 | $921K | Sell |
5,916
-40
| -0.7% | -$6.23K | 0.66% | 55 |
|
2016
Q3 | $785K | Sell |
5,956
-25
| -0.4% | -$3.3K | 0.59% | 58 |
|
2016
Q2 | $777K | Buy |
5,981
+350
| +6% | +$45.5K | 0.62% | 56 |
|
2016
Q1 | $715K | Buy |
5,631
+475
| +9% | +$60.3K | 0.64% | 56 |
|
2015
Q4 | $746K | Buy |
5,156
+265
| +5% | +$38.3K | 0.68% | 51 |
|
2015
Q3 | $640K | Buy |
4,891
+430
| +10% | +$56.3K | 0.62% | 52 |
|
2015
Q2 | $619K | Sell |
4,461
-279
| -6% | -$38.7K | 0.57% | 57 |
|
2015
Q1 | $711K | Buy |
4,740
+40
| +0.9% | +$6K | 0.64% | 54 |
|
2014
Q4 | $611K | Buy |
+4,700
| New | +$611K | 0.57% | 57 |
|