Prestige Wealth Management Group’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 | $199K | Buy |
999
+38
| +4% | +$8.65K | 0.04% | 162 |
|
|
2025
Q4 | $209K | Buy |
961
+17
| +2% | +$3.5K | 0.04% | 162 |
|
|
2025
Q3 | $204K | Buy |
944
+2
| +0.2% | +$451 | 0.04% | 170 |
|
|
2025
Q2 | $197K | Hold |
942
| – | – | 0.04% | 167 |
|
|
2025
Q1 | $161K | Sell |
942
-80
| -8% | -$13.8K | 0.03% | 163 |
|
|
2024
Q4 | $181K | Sell |
1,022
-3
| -0.3% | -$471 | 0.04% | 163 |
|
|
2024
Q3 | $156K | Buy |
1,025
+145
| +16% | +$24.9K | 0.03% | 166 |
|
|
2024
Q2 | $160K | Sell |
880
-2
| -0.2% | -$356 | 0.03% | 148 |
|
|
2024
Q1 | $170K | Sell |
882
-1
| -0.1% | -$205 | 0.04% | 165 |
|
|
2023
Q4 | $230K | Sell |
883
-22
| -2% | -$4.71K | 0.05% | 133 |
|
|
2023
Q3 | $173K | Sell |
905
-32
| -3% | -$7K | 0.04% | 141 |
|
|
2023
Q2 | $198K | Buy |
937
+16
| +2% | +$3.32K | 0.05% | 150 |
|
|
2023
Q1 | $196K | Sell |
921
-7
| -0.8% | -$1.45K | 0.05% | 151 |
|
|
2022
Q4 | $177K | Buy |
928
+30
| +3% | +$4.91K | 0.05% | 142 |
|
|
2022
Q3 | $109K | Buy |
898
+3
| +0.3% | +$460 | 0.03% | 167 |
|
|
2022
Q2 | $122K | Sell |
895
-28
| -3% | -$4.13K | 0.03% | 162 |
|
|
2022
Q1 | $177K | Buy |
923
+21
| +2% | +$4.21K | 0.04% | 147 |
|
|
2021
Q4 | $181K | Sell |
902
-50
| -5% | -$10.6K | 0.04% | 146 |
|
|
2021
Q3 | $209K | Sell |
952
-12
| -1% | -$2.68K | 0.05% | 133 |
|
|
2021
Q2 | $231K | Hold |
964
| – | – | 0.06% | 115 |
|
|
2021
Q1 | $245K | Sell |
964
-23
| -2% | -$5.11K | 0.07% | 105 |
|
|
2020
Q4 | $211K | Buy |
987
+129
| +15% | +$24.8K | 0.06% | 122 |
|
|
2020
Q3 | $142K | Buy |
858
+40
| +5% | +$6.82K | 0.04% | 140 |
|
|
2020
Q2 | $150K | Buy |
818
+59
| +8% | +$9.07K | 0.05% | 120 |
|
|
2020
Q1 | $113K | Buy |
759
+234
| +45% | +$64.1K | 0.05% | 111 |
|
|
2019
Q4 | $171K | Hold |
525
| – | – | 0.09% | 128 |
|
|
2019
Q3 | $200K | Hold |
525
| – | – | 0.12% | 109 |
|
|
2019
Q2 | $191K | Sell |
525
-100
| -16% | -$36.5K | 0.12% | 111 |
|
|
2019
Q1 | $238K | Sell |
625
-174
| -22% | -$67K | 0.15% | 104 |
|
|
2018
Q4 | $258K | Buy |
+799
| New | +$276K | 0.19% | 95 |
|
Other funds holding BA
VCM
VPM
