Schwarz Dygos Wheeler Investment Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852K | Buy |
4,066
+40
| +1% | +$8.38K | 0.19% | 82 |
|
|
2025
Q1 | $687K | Buy |
4,026
+492
| +14% | +$83.9K | 0.16% | 88 |
|
|
2024
Q4 | $626K | Sell |
3,534
-356
| -9% | -$63K | 0.15% | 92 |
|
|
2024
Q3 | $592K | Sell |
3,890
-84
| -2% | -$12.8K | 0.15% | 96 |
|
|
2024
Q2 | $723K | Hold |
3,974
| – | – | 0.19% | 82 |
|
|
2024
Q1 | $767K | Sell |
3,974
-10
| -0.3% | -$1.93K | 0.21% | 74 |
|
|
2023
Q4 | $1.04M | Buy |
3,984
+20
| +0.5% | +$5.21K | 0.32% | 57 |
|
|
2023
Q3 | $760K | Buy |
3,964
+35
| +0.9% | +$6.71K | 0.26% | 64 |
|
|
2023
Q2 | $830K | Hold |
3,929
| – | – | 0.27% | 63 |
|
|
2023
Q1 | $835K | Buy |
3,929
+9
| +0.2% | +$1.91K | 0.3% | 57 |
|
|
2022
Q4 | $747K | Sell |
3,920
-29
| -0.7% | -$5.53K | 0.29% | 59 |
|
|
2022
Q3 | $478K | Buy |
3,949
+12
| +0.3% | +$1.45K | 0.21% | 70 |
|
|
2022
Q2 | $538K | Buy |
3,937
+9
| +0.2% | +$1.23K | 0.22% | 69 |
|
|
2022
Q1 | $752K | Sell |
3,928
-275
| -7% | -$52.6K | 0.25% | 63 |
|
|
2021
Q4 | $846K | Sell |
4,203
-365
| -8% | -$73.5K | 0.29% | 59 |
|
|
2021
Q3 | $1.01M | Sell |
4,568
-88
| -2% | -$19.4K | 0.37% | 55 |
|
|
2021
Q2 | $1.12M | Hold |
4,656
| – | – | 0.41% | 53 |
|
|
2021
Q1 | $1.19M | Buy |
4,656
+25
| +0.5% | +$6.37K | 0.49% | 47 |
|
|
2020
Q4 | $991K | Buy |
4,631
+219
| +5% | +$46.9K | 0.48% | 42 |
|
|
2020
Q3 | $730K | Buy |
4,412
+403
| +10% | +$66.7K | 0.41% | 45 |
|
|
2020
Q2 | $705K | Sell |
4,009
-349
| -8% | -$61.4K | 0.46% | 41 |
|
|
2020
Q1 | $650K | Buy |
4,358
+48
| +1% | +$7.16K | 0.55% | 40 |
|
|
2019
Q4 | $1.4M | Sell |
4,310
-75
| -2% | -$24.4K | 0.96% | 28 |
|
|
2019
Q3 | $1.67M | Buy |
4,385
+47
| +1% | +$17.9K | 1.32% | 20 |
|
|
2019
Q2 | $1.58M | Buy |
4,338
+241
| +6% | +$87.7K | 1.3% | 21 |
|
|
2019
Q1 | $1.56M | Sell |
4,097
-399
| -9% | -$152K | 1.34% | 22 |
|
|
2018
Q4 | $1.45M | Buy |
+4,496
| New | +$1.45M | 1.56% | 17 |
|