SWM
SeaCrest Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Buy |
3,790
+210
| +6% | +$44K | 0.09% | 214 |
|
|
2025
Q1 | $610K | Buy |
3,580
+21
| +0.6% | +$3.58K | 0.07% | 276 |
|
|
2024
Q4 | $630K | Buy |
3,559
+467
| +15% | +$82.6K | 0.07% | 282 |
|
|
2024
Q3 | $470K | Sell |
3,092
-668
| -18% | -$102K | 0.05% | 358 |
|
|
2024
Q2 | $684K | Sell |
3,760
-831
| -18% | -$151K | 0.08% | 249 |
|
|
2024
Q1 | $886K | Sell |
4,591
-3,748
| -45% | -$723K | 0.11% | 195 |
|
|
2023
Q4 | $2.08M | Sell |
8,339
-2,305
| -22% | -$574K | 0.26% | 70 |
|
|
2023
Q3 | $2.04M | Sell |
10,644
-2,265
| -18% | -$434K | 0.27% | 71 |
|
|
2023
Q2 | $2.73M | Sell |
12,909
-2,602
| -17% | -$549K | 0.34% | 50 |
|
|
2023
Q1 | $3.3M | Buy |
15,511
+4,213
| +37% | +$895K | 0.45% | 41 |
|
|
2022
Q4 | $2.15M | Buy |
11,298
+2,182
| +24% | +$416K | 0.31% | 62 |
|
|
2022
Q3 | $1.1M | Sell |
9,116
-183
| -2% | -$22.2K | 0.17% | 131 |
|
|
2022
Q2 | $1.27M | Buy |
9,299
+436
| +5% | +$59.6K | 0.16% | 127 |
|
|
2022
Q1 | $1.7M | Buy |
8,863
+187
| +2% | +$35.8K | 0.19% | 105 |
|
|
2021
Q4 | $1.75M | Sell |
8,676
-2,886
| -25% | -$581K | 0.19% | 101 |
|
|
2021
Q3 | $2.54M | Sell |
11,562
-343
| -3% | -$75.4K | 0.31% | 65 |
|
|
2021
Q2 | $2.85M | Buy |
11,905
+4,521
| +61% | +$1.08M | 0.34% | 57 |
|
|
2021
Q1 | $1.88M | Sell |
7,384
-1,898
| -20% | -$483K | 0.25% | 85 |
|
|
2020
Q4 | $1.99M | Buy |
9,282
+1,847
| +25% | +$395K | 0.28% | 73 |
|
|
2020
Q3 | $1.23M | Sell |
7,435
-5,487
| -42% | -$907K | 0.2% | 111 |
|
|
2020
Q2 | $2.37M | Sell |
12,922
-684
| -5% | -$125K | 0.41% | 55 |
|
|
2020
Q1 | $2.03M | Buy |
13,606
+4,119
| +43% | +$614K | 0.44% | 52 |
|
|
2019
Q4 | $3.09M | Sell |
9,487
-509
| -5% | -$166K | 0.52% | 44 |
|
|
2019
Q3 | $3.8M | Sell |
9,996
-1,557
| -13% | -$592K | 0.71% | 21 |
|
|
2019
Q2 | $4.21M | Buy |
11,553
+234
| +2% | +$85.2K | 0.86% | 17 |
|
|
2019
Q1 | $4.32M | Buy |
11,319
+174
| +2% | +$66.4K | 0.74% | 17 |
|
|
2018
Q4 | $3.59M | Buy |
11,145
+1,050
| +10% | +$339K | 0.74% | 18 |
|
|
2018
Q3 | $3.75M | Buy |
10,095
+60
| +0.6% | +$22.3K | 0.64% | 23 |
|
|
2018
Q2 | $3.37M | Sell |
10,035
-48
| -0.5% | -$16.1K | 0.61% | 27 |
|
|
2018
Q1 | $3.31M | Sell |
10,083
-1,105
| -10% | -$362K | 0.61% | 29 |
|
|
2017
Q4 | $3.3M | Buy |
+11,188
| New | +$3.3M | 0.6% | 29 |
|