TCI Wealth 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 | $343K | Buy |
1,639
+77
| +5% | +$16.1K | 0.02% | 176 |
|
2025
Q1 | $266K | Buy |
1,562
+29
| +2% | +$4.95K | 0.02% | 180 |
|
2024
Q4 | $271K | Sell |
1,533
-58
| -4% | -$10.3K | 0.02% | 183 |
|
2024
Q3 | $242K | Sell |
1,591
-298
| -16% | -$45.3K | 0.02% | 208 |
|
2024
Q2 | $344K | Buy |
1,889
+17
| +0.9% | +$3.1K | 0.03% | 160 |
|
2024
Q1 | $361K | Sell |
1,872
-33
| -2% | -$6.37K | 0.04% | 149 |
|
2023
Q4 | $497K | Sell |
1,905
-72
| -4% | -$18.8K | 0.05% | 115 |
|
2023
Q3 | $379K | Hold |
1,977
| – | – | 0.05% | 129 |
|
2023
Q2 | $418K | Sell |
1,977
-99
| -5% | -$20.9K | 0.05% | 125 |
|
2023
Q1 | $441K | Buy |
2,076
+66
| +3% | +$14K | 0.06% | 117 |
|
2022
Q4 | $383K | Sell |
2,010
-377
| -16% | -$71.8K | 0.05% | 122 |
|
2022
Q3 | $289K | Sell |
2,387
-162
| -6% | -$19.6K | 0.05% | 125 |
|
2022
Q2 | $349K | Buy |
2,549
+79
| +3% | +$10.8K | 0.05% | 123 |
|
2022
Q1 | $473K | Buy |
2,470
+129
| +6% | +$24.7K | 0.07% | 107 |
|
2021
Q4 | $471K | Sell |
2,341
-990
| -30% | -$199K | 0.07% | 104 |
|
2021
Q3 | $733K | Sell |
3,331
-476
| -13% | -$105K | 0.11% | 77 |
|
2021
Q2 | $912K | Buy |
3,807
+899
| +31% | +$215K | 0.15% | 61 |
|
2021
Q1 | $741K | Buy |
2,908
+172
| +6% | +$43.8K | 0.31% | 61 |
|
2020
Q4 | $586K | Sell |
2,736
-1,980
| -42% | -$424K | 0.26% | 73 |
|
2020
Q3 | $779K | Sell |
4,716
-884
| -16% | -$146K | 0.31% | 58 |
|
2020
Q2 | $1.03M | Buy |
5,600
+98
| +2% | +$18K | 0.44% | 50 |
|
2020
Q1 | $821K | Buy |
5,502
+812
| +17% | +$121K | 0.41% | 57 |
|
2019
Q4 | $1.53M | Buy |
4,690
+26
| +0.6% | +$8.47K | 0.59% | 42 |
|
2019
Q3 | $1.78M | Sell |
4,664
-260
| -5% | -$98.9K | 0.79% | 32 |
|
2019
Q2 | $1.79M | Sell |
4,924
-139
| -3% | -$50.6K | 0.81% | 31 |
|
2019
Q1 | $1.93M | Buy |
5,063
+53
| +1% | +$20.2K | 0.85% | 29 |
|
2018
Q4 | $1.62M | Sell |
5,010
-300
| -6% | -$96.8K | 0.78% | 33 |
|
2018
Q3 | $1.98M | Sell |
5,310
-16
| -0.3% | -$5.95K | 0.83% | 32 |
|
2018
Q2 | $1.79M | Buy |
5,326
+1
| +0% | +$336 | 0.79% | 34 |
|
2018
Q1 | $1.75M | Buy |
5,325
+190
| +4% | +$62.3K | 0.81% | 30 |
|
2017
Q4 | $1.51M | Buy |
5,135
+201
| +4% | +$59.3K | 0.66% | 34 |
|
2017
Q3 | $1.25M | Buy |
4,934
+148
| +3% | +$37.6K | 0.61% | 41 |
|
2017
Q2 | $946K | Hold |
4,786
| – | – | 0.48% | 50 |
|
2017
Q1 | $846K | Sell |
4,786
-18
| -0.4% | -$3.18K | 0.44% | 56 |
|
2016
Q4 | $748K | Hold |
4,804
| – | – | 0.39% | 57 |
|
2016
Q3 | $633K | Sell |
4,804
-100
| -2% | -$13.2K | 0.34% | 65 |
|
2016
Q2 | $637K | Sell |
4,904
-102
| -2% | -$13.2K | 0.35% | 64 |
|
2016
Q1 | $635K | Buy |
5,006
+42
| +0.8% | +$5.33K | 0.35% | 64 |
|
2015
Q4 | $718K | Buy |
4,964
+194
| +4% | +$28.1K | 0.4% | 63 |
|
2015
Q3 | $625K | Buy |
4,770
+100
| +2% | +$13.1K | 0.38% | 63 |
|
2015
Q2 | $648K | Buy |
4,670
+18
| +0.4% | +$2.5K | 0.37% | 62 |
|
2015
Q1 | $698K | Sell |
4,652
-121
| -3% | -$18.2K | 0.44% | 53 |
|
2014
Q4 | $620K | Buy |
4,773
+69
| +1% | +$8.96K | 0.38% | 62 |
|
2014
Q3 | $599K | Buy |
4,704
+304
| +7% | +$38.7K | 0.38% | 61 |
|
2014
Q2 | $560K | Buy |
4,400
+263
| +6% | +$33.5K | 0.34% | 61 |
|
2014
Q1 | $519K | Hold |
4,137
| – | – | 0.34% | 62 |
|
2013
Q4 | $565K | Hold |
4,137
| – | – | 0.35% | 59 |
|
2013
Q3 | $486K | Hold |
4,137
| – | – | 0.37% | 56 |
|
2013
Q2 | $424K | Buy |
+4,137
| New | +$424K | 0.32% | 62 |
|