SFWA
Summit Financial Wealth Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $949K | Buy |
5,563
+77
| +1% | +$13.1K | 0.19% | 60 |
|
|
2024
Q4 | $965K | Buy |
5,486
+2,948
| +116% | +$518K | 0.19% | 61 |
|
|
2024
Q3 | $386K | Buy |
2,538
+300
| +13% | +$45.6K | 0.07% | 100 |
|
|
2024
Q2 | $407K | Buy |
2,238
+123
| +6% | +$22.4K | 0.08% | 89 |
|
|
2024
Q1 | $408K | Buy |
2,115
+175
| +9% | +$33.8K | 0.08% | 93 |
|
|
2023
Q4 | $506K | Hold |
1,940
| – | – | 0.11% | 77 |
|
|
2023
Q3 | $371K | Sell |
1,940
-205
| -10% | -$39.2K | 0.09% | 87 |
|
|
2023
Q2 | $453K | Sell |
2,145
-614
| -22% | -$130K | 0.1% | 77 |
|
|
2023
Q1 | $586K | Hold |
2,759
| – | – | 0.14% | 73 |
|
|
2022
Q4 | $526K | Sell |
2,759
-1,000
| -27% | -$190K | 0.13% | 78 |
|
|
2022
Q3 | $525K | Buy |
3,759
+15
| +0.4% | +$2.1K | 0.15% | 67 |
|
|
2022
Q2 | $586K | Sell |
3,744
-150
| -4% | -$23.5K | 0.14% | 70 |
|
|
2022
Q1 | $746K | Buy |
3,894
+795
| +26% | +$152K | 0.15% | 63 |
|
|
2021
Q4 | $662K | Buy |
3,099
+105
| +4% | +$22.4K | 0.13% | 76 |
|
|
2021
Q3 | $659K | Hold |
2,994
| – | – | 0.15% | 64 |
|
|
2021
Q2 | $717K | Buy |
2,994
+375
| +14% | +$89.8K | 0.16% | 61 |
|
|
2021
Q1 | $561K | Buy |
2,619
+135
| +5% | +$28.9K | 0.14% | 65 |
|
|
2020
Q4 | $411K | Sell |
2,484
-20
| -0.8% | -$3.31K | 0.11% | 73 |
|
|
2020
Q3 | $372K | Buy |
2,504
+250
| +11% | +$37.1K | 0.1% | 84 |
|
|
2020
Q2 | $406K | Buy |
2,254
+75
| +3% | +$13.5K | 0.11% | 85 |
|
|
2020
Q1 | $324K | Buy |
+2,179
| New | +$324K | 0.1% | 89 |
|