Polaris Wealth Advisory Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.15M | Buy |
+5,976
| New | +$1.31M | 0.09% | 114 |
|
|
2023
Q2 | – | Sell |
-5,993
| Closed | -$1.27M | – | 144 |
|
|
2023
Q1 | $1.27M | Sell |
5,993
-146
| -2% | -$30.3K | 0.09% | 111 |
|
|
2022
Q4 | $1.28M | Sell |
6,139
-1
| -0% | -$164 | 0.1% | 111 |
|
|
2022
Q3 | $810K | Sell |
6,140
-198
| -3% | -$30.4K | 0.07% | 101 |
|
|
2022
Q2 | $866K | Sell |
6,338
-34
| -0.5% | -$5.02K | 0.07% | 91 |
|
|
2022
Q1 | $1.13M | Sell |
6,372
-1,513
| -19% | -$304K | 0.08% | 89 |
|
|
2021
Q4 | $1.59M | Sell |
7,885
-53
| -0.7% | -$11.2K | 0.09% | 102 |
|
|
2021
Q3 | $1.8M | Sell |
7,938
-124,184
| -94% | -$27.7M | 0.11% | 88 |
|
|
2021
Q2 | $31.7M | Sell |
132,122
-33,231
| -20% | -$8.03M | 1.88% | 20 |
|
|
2021
Q1 | $41.7M | Buy |
165,353
+61,595
| +59% | +$13.7M | 2.67% | 6 |
|
|
2020
Q4 | $21.8M | Buy |
103,758
+95,199
| +1,112% | +$18.3M | 1.63% | 19 |
|
|
2020
Q3 | $1.47M | Buy |
8,559
+448
| +6% | +$76.4K | 0.14% | 95 |
|
|
2020
Q2 | $1.46M | Buy |
8,111
+82
| +1% | +$12.6K | 0.12% | 86 |
|
|
2020
Q1 | $1.2M | Sell |
8,029
-260
| -3% | -$71.2K | 0.13% | 70 |
|
|
2019
Q4 | $2.75M | Sell |
8,289
-169
| -2% | -$59.8K | 0.18% | 86 |
|
|
2019
Q3 | $3.11M | Sell |
8,458
-68,406
| -89% | -$24.5M | 0.25% | 68 |
|
|
2019
Q2 | $27.4M | Buy |
76,864
+67,234
| +698% | +$24.5M | 2.08% | 14 |
|
|
2019
Q1 | $3.77M | Buy |
9,630
+3,884
| +68% | +$1.5M | 0.28% | 66 |
|
|
2018
Q4 | $1.85M | Buy |
5,746
+186
| +3% | +$64.3K | 0.17% | 73 |
|
|
2018
Q3 | $2.07M | Buy |
5,560
+5,025
| +939% | +$1.77M | 0.14% | 87 |
|
|
2018
Q2 | $175K | Sell |
535
-5,532
| -91% | -$1.9M | 0.01% | 104 |
|
|
2018
Q1 | $1.99M | Buy |
6,067
+535
| +10% | +$181K | 0.16% | 77 |
|
|
2017
Q4 | $1.63M | Buy |
5,532
+130
| +2% | +$35.2K | 0.13% | 77 |
|
|
2017
Q3 | $1.37M | Sell |
5,402
-14
| -0.3% | -$3.26K | 0.12% | 82 |
|
|
2017
Q2 | $1.07M | Buy |
5,416
+120
| +2% | +$22.3K | 0.12% | 75 |
|
|
2017
Q1 | $937K | Hold |
5,296
| – | – | 0.1% | 79 |
|
|
2016
Q4 | $824K | Hold |
5,296
| – | – | 0.1% | 77 |
|
|
2016
Q3 | $698K | Hold |
5,296
| – | – | 0.08% | 77 |
|
|
2016
Q2 | $688K | Sell |
5,296
-125
| -2% | -$16.3K | 0.11% | 61 |
|
|
2016
Q1 | $688K | Buy |
5,421
+125
| +2% | +$15.5K | 0.11% | 60 |
|
|
2015
Q4 | $766K | Sell |
5,296
-45
| -0.8% | -$6.48K | 0.12% | 66 |
|
|
2015
Q3 | $699K | Buy |
+5,341
| New | +$741K | 0.14% | 50 |
|
|
2014
Q2 | – | Sell |
-50
| Closed | -$6K | – | 79 |
|
|
2014
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 140 |
|
|
2013
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 160 |
|
|
2013
Q3 | $5.88K | Buy |
+50
| New | +$5.39K | ﹤0.01% | 125 |
|
Other funds holding BA
Polaris Wealth Advisory Group's BA Position: Q3 2023 in Review
Polaris Wealth Advisory Group opened a new position in Boeing (BA) in Q3 2023: 5,976 shares worth $1.15M. The stake represents 0.09% of the portfolio and ranks #114 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in BA as recently as Q1 2023.
Polaris Wealth Advisory Group first reported a position in BA in Q3 2013 and has held it in 35 quarters since. The position peaked at $41.7M in Q1 2021. 2,195 funds tracked by Wall St. Rank hold BA as of Q3 2023.
- Polaris Wealth Advisory Group held 5,976 shares of Boeing worth $1.15M as of Q3 2023.
- Boeing was a new Polaris Wealth Advisory Group position in Q3 2023.
- Boeing made up 0.09% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #114 holding.
- Polaris Wealth Advisory Group first reported a position in Boeing in Q3 2013 and has held it in 35 quarters since.
- Polaris Wealth Advisory Group's Boeing position peaked at $41.7M in Q1 2021.
- 2,195 funds tracked by Wall St. Rank held Boeing as of Q3 2023.
Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.