TWM
Tolleson Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
+1,100
| New | +$230K | 0.04% | 82 |
|
|
2024
Q3 | – | Sell |
-1,109
| Closed | -$202K | – | 83 |
|
|
2024
Q2 | $202K | Buy |
1,109
+21
| +2% | +$3.83K | 0.04% | 80 |
|
|
2024
Q1 | $210K | Sell |
1,088
-87
| -7% | -$16.8K | 0.04% | 80 |
|
|
2023
Q4 | $306K | Buy |
1,175
+100
| +9% | +$26K | 0.06% | 72 |
|
|
2023
Q3 | $206K | Hold |
1,075
| – | – | 0.05% | 77 |
|
|
2023
Q2 | $227K | Hold |
1,075
| – | – | 0.05% | 78 |
|
|
2023
Q1 | $228K | Hold |
1,075
| – | – | 0.06% | 71 |
|
|
2022
Q4 | $205K | Buy |
+1,075
| New | +$205K | 0.06% | 76 |
|
|
2022
Q2 | – | Sell |
-1,075
| Closed | -$206K | – | 69 |
|
|
2022
Q1 | $206K | Hold |
1,075
| – | – | 0.06% | 69 |
|
|
2021
Q4 | $216K | Hold |
1,075
| – | – | 0.06% | 69 |
|
|
2021
Q3 | $236K | Sell |
1,075
-119
| -10% | -$26.1K | 0.07% | 61 |
|
|
2021
Q2 | $286K | Hold |
1,194
| – | – | 0.08% | 63 |
|
|
2021
Q1 | $304K | Hold |
1,194
| – | – | 0.09% | 62 |
|
|
2020
Q4 | $256K | Buy |
+1,194
| New | +$256K | 0.08% | 60 |
|
|
2020
Q3 | – | Sell |
-1,194
| Closed | -$219K | – | 64 |
|
|
2020
Q2 | $219K | Buy |
+1,194
| New | +$219K | 0.1% | 63 |
|
|
2020
Q1 | – | Sell |
-1,194
| Closed | -$389K | – | 63 |
|
|
2019
Q4 | $389K | Hold |
1,194
| – | – | 0.19% | 42 |
|
|
2019
Q3 | $454K | Hold |
1,194
| – | – | 0.25% | 37 |
|
|
2019
Q2 | $435K | Hold |
1,194
| – | – | 0.3% | 29 |
|
|
2019
Q1 | $455K | Hold |
1,194
| – | – | 0.31% | 28 |
|
|
2018
Q4 | $385K | Buy |
+1,194
| New | +$385K | 0.23% | 33 |
|