SWA
SOA Wealth Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
1,376
-377
| -22% | -$79K | 0.05% | 168 |
|
|
2025
Q1 | $299K | Sell |
1,753
-60
| -3% | -$10.2K | 0.06% | 153 |
|
|
2024
Q4 | $321K | Sell |
1,813
-188
| -9% | -$33.3K | 0.06% | 145 |
|
|
2024
Q3 | $304K | Sell |
2,001
-289
| -13% | -$43.9K | 0.06% | 145 |
|
|
2024
Q2 | $417K | Sell |
2,290
-468
| -17% | -$85.2K | 0.08% | 121 |
|
|
2024
Q1 | $532K | Buy |
2,758
+307
| +13% | +$59.2K | 0.11% | 101 |
|
|
2023
Q4 | $639K | Sell |
2,451
-202
| -8% | -$52.7K | 0.14% | 83 |
|
|
2023
Q3 | $508K | Hold |
2,653
| – | – | 0.13% | 90 |
|
|
2023
Q2 | $560K | Sell |
2,653
-191
| -7% | -$40.3K | 0.13% | 86 |
|
|
2023
Q1 | $604K | Sell |
2,844
-100
| -3% | -$21.2K | 0.15% | 79 |
|
|
2022
Q4 | $561K | Buy |
2,944
+31
| +1% | +$5.9K | 0.15% | 82 |
|
|
2022
Q3 | $352K | Buy |
2,913
+33
| +1% | +$3.99K | 0.11% | 102 |
|
|
2022
Q2 | $393K | Sell |
2,880
-144
| -5% | -$19.7K | 0.12% | 99 |
|
|
2022
Q1 | $579K | Sell |
3,024
-265
| -8% | -$50.7K | 0.14% | 89 |
|
|
2021
Q4 | $666K | Sell |
3,289
-232
| -7% | -$47K | 0.16% | 82 |
|
|
2021
Q3 | $774K | Sell |
3,521
-499
| -12% | -$110K | 0.2% | 76 |
|
|
2021
Q2 | $963K | Buy |
4,020
+24
| +0.6% | +$5.75K | 0.25% | 68 |
|
|
2021
Q1 | $1.02M | Buy |
3,996
+7
| +0.2% | +$1.78K | 0.28% | 64 |
|
|
2020
Q4 | $845K | Buy |
+3,989
| New | +$845K | 0.23% | 66 |
|