PWP
Principle Wealth Partners’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Buy |
19,536
+36
| +0.2% | +$7.54K | 0.26% | 80 |
|
|
2025
Q1 | $3.33M | Sell |
19,500
-1,585
| -8% | -$270K | 0.24% | 91 |
|
|
2024
Q4 | $3.73M | Sell |
21,085
-1,019
| -5% | -$180K | 0.26% | 86 |
|
|
2024
Q3 | $3.36M | Sell |
22,104
-810
| -4% | -$123K | 0.24% | 94 |
|
|
2024
Q2 | $4.17M | Sell |
22,914
-300
| -1% | -$54.6K | 0.32% | 76 |
|
|
2024
Q1 | $4.48M | Sell |
23,214
-15,679
| -40% | -$3.03M | 0.35% | 73 |
|
|
2023
Q4 | $10.1M | Buy |
38,893
+41
| +0.1% | +$10.7K | 0.87% | 26 |
|
|
2023
Q3 | $7.45M | Buy |
38,852
+4
| +0% | +$767 | 0.75% | 32 |
|
|
2023
Q2 | $8.2M | Sell |
38,848
-100
| -0.3% | -$21.1K | 0.82% | 27 |
|
|
2023
Q1 | $8.27M | Sell |
38,948
-1
| -0% | -$212 | 0.88% | 26 |
|
|
2022
Q4 | $7.42M | Sell |
38,949
-1,080
| -3% | -$206K | 0.84% | 27 |
|
|
2022
Q3 | $4.85K | Sell |
40,029
-2,319
| -5% | -$281 | 0.46% | 41 |
|
|
2022
Q2 | $5.79M | Sell |
42,348
-4,355
| -9% | -$595K | 0.7% | 33 |
|
|
2022
Q1 | $8.94M | Sell |
46,703
-264
| -0.6% | -$50.6K | 0.94% | 21 |
|
|
2021
Q4 | $9.46M | Sell |
46,967
-1,732
| -4% | -$349K | 0.99% | 20 |
|
|
2021
Q3 | $10.7M | Sell |
48,699
-201
| -0.4% | -$44.2K | 1.24% | 18 |
|
|
2021
Q2 | $11.7M | Sell |
48,900
-1,830
| -4% | -$438K | 1.33% | 15 |
|
|
2021
Q1 | $12.9M | Sell |
50,730
-105
| -0.2% | -$26.7K | 1.51% | 15 |
|
|
2020
Q4 | $10.9M | Buy |
50,835
+8,288
| +19% | +$1.77M | 1.43% | 14 |
|
|
2020
Q3 | $7.03M | Sell |
42,547
-545
| -1% | -$90.1K | 1.96% | 10 |
|
|
2020
Q2 | $7.9M | Sell |
43,092
-1,307
| -3% | -$240K | 2.32% | 8 |
|
|
2020
Q1 | $6.62M | Buy |
44,399
+7,852
| +21% | +$1.17M | 2.48% | 11 |
|
|
2019
Q4 | $11.9M | Buy |
36,547
+69
| +0.2% | +$22.5K | 3.8% | 4 |
|
|
2019
Q3 | $13.9M | Buy |
36,478
+27,601
| +311% | +$10.5M | 4.8% | 2 |
|
|
2019
Q2 | $3.23M | Buy |
8,877
+1,400
| +19% | +$510K | 1.66% | 13 |
|
|
2019
Q1 | $2.85M | Sell |
7,477
-425
| -5% | -$162K | 1.63% | 13 |
|
|
2018
Q4 | $2.55M | Buy |
+7,902
| New | +$2.55M | 2.14% | 11 |
|