Valley Wealth Managers’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.9K | Sell |
125
-388
| -76% | -$88.4K | ﹤0.01% | 241 |
|
|
2025
Q4 | $111K | Hold |
513
| – | – | 0.01% | 186 |
|
|
2025
Q3 | $111K | Hold |
513
| – | – | 0.01% | 180 |
|
|
2025
Q2 | $107K | Sell |
513
-33
| -6% | -$6.23K | 0.01% | 181 |
|
|
2025
Q1 | $93.1K | Hold |
546
| – | – | 0.01% | 184 |
|
|
2024
Q4 | $96.6K | Hold |
546
| – | – | 0.01% | 191 |
|
|
2024
Q3 | $83K | Buy |
546
+158
| +41% | +$27.1K | 0.01% | 197 |
|
|
2024
Q2 | $70.6K | Hold |
388
| – | – | 0.01% | 206 |
|
|
2024
Q1 | $74.9K | Hold |
388
| – | – | 0.01% | 203 |
|
|
2023
Q4 | $101K | Hold |
388
| – | – | 0.01% | 195 |
|
|
2023
Q3 | $74.4K | Hold |
388
| – | – | 0.01% | 207 |
|
|
2023
Q2 | $81.9K | Hold |
388
| – | – | 0.01% | 189 |
|
|
2023
Q1 | $82.4K | Sell |
388
-392
| -50% | -$81.4K | 0.01% | 195 |
|
|
2022
Q4 | $149K | Sell |
780
-17
| -2% | -$2.78K | 0.01% | 179 |
|
|
2022
Q3 | $97K | Sell |
797
-150
| -16% | -$23K | 0.01% | 207 |
|
|
2022
Q2 | $129K | Buy |
+947
| New | +$140K | 0.01% | 211 |
|
|
2021
Q4 | – | Sell |
-980
| Closed | -$216K | – | 192 |
|
|
2021
Q3 | $216K | Hold |
980
| – | – | 0.02% | 180 |
|
|
2021
Q2 | $235K | Sell |
980
-30
| -3% | -$7.25K | 0.02% | 181 |
|
|
2021
Q1 | $257K | Sell |
1,010
-23
| -2% | -$5.11K | 0.02% | 153 |
|
|
2020
Q4 | $221K | Buy |
+1,033
| New | +$199K | 0.02% | 151 |
|
|
2019
Q1 | – | Sell |
-1,095
| Closed | -$353K | – | 201 |
|
|
2018
Q4 | $353K | Buy |
+1,095
| New | +$378K | 0.05% | 132 |
|
|
2018
Q2 | – | Sell |
-2,871
| Closed | -$941K | – | 120 |
|
|
2018
Q1 | $941K | Sell |
2,871
-5,387
| -65% | -$1.82M | 0.11% | 87 |
|
|
2017
Q4 | $2.44M | Sell |
8,258
-1,011
| -11% | -$274K | 0.29% | 52 |
|
|
2017
Q3 | $2.36M | Sell |
9,269
-3,309
| -26% | -$771K | 0.3% | 51 |
|
|
2017
Q2 | $2.49M | Sell |
12,578
-2,937
| -19% | -$547K | 0.33% | 49 |
|
|
2017
Q1 | $2.74M | Sell |
15,515
-135
| -0.9% | -$23K | 0.36% | 51 |
|
|
2016
Q4 | $2.44M | Sell |
15,650
-355
| -2% | -$51.8K | 0.35% | 51 |
|
|
2016
Q3 | $2.11M | Buy |
16,005
+1,160
| +8% | +$153K | 0.31% | 53 |
|
|
2016
Q2 | $1.93M | Buy |
14,845
+4,000
| +37% | +$521K | 0.29% | 53 |
|
|
2016
Q1 | $1.38M | Buy |
10,845
+2,945
| +37% | +$365K | 0.23% | 53 |
|
|
2015
Q4 | $1.14M | Buy |
+7,900
| New | +$1.14M | 0.2% | 61 |
|
Other funds holding BA
VCM
VPM
