Robertson Stephens Wealth Management’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.08M Buy
2025
Q2
$2.83M Sell
2025
Q1
$2.48M Buy
2024
Q4
$2.49M Sell
2024
Q3
$2.48M Buy
2024
Q2
$2.83M Buy
2024
Q1
$2.64M Buy
2023
Q4
$3.47M Sell
2023
Q3
$2.83M Sell
2023
Q2
$3.22M Sell
2023
Q1
$3.35M Sell
2022
Q4
$3.19M Buy
2022
Q3
$1.98M Sell
2022
Q2
$2.41M Buy
2022
Q1
$2.51M Sell
2021
Q4
$3.35M Buy
2021
Q3
$3.42M Sell
2021
Q2
$3.97M Sell
2021
Q1
$4.27M Buy
2020
Q4
$3.38M Buy
2020
Q3
$2.39M Buy
2020
Q2
$1.86M Buy
2020
Q1
$1.46M Buy
2019
Q4
$2.33M Buy
2019
Q3
$2.64M Buy