Visionary Wealth Advisors’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 | $2.36M | Buy |
11,845
+581
| +5% | +$132K | 0.1% | 183 |
|
|
2025
Q4 | $2.45M | Sell |
11,264
-180
| -2% | -$37K | 0.11% | 177 |
|
|
2025
Q3 | $2.47M | Buy |
11,444
+207
| +2% | +$46.7K | 0.12% | 170 |
|
|
2025
Q2 | $2.35M | Buy |
11,237
+3,674
| +49% | +$694K | 0.12% | 173 |
|
|
2025
Q1 | $1.29M | Sell |
7,563
-50
| -0.7% | -$8.65K | 0.08% | 226 |
|
|
2024
Q4 | $1.35M | Sell |
7,613
-146
| -2% | -$22.9K | 0.08% | 214 |
|
|
2024
Q3 | $1.18M | Sell |
7,759
-2,486
| -24% | -$426K | 0.07% | 234 |
|
|
2024
Q2 | $1.86M | Buy |
10,245
+2,107
| +26% | +$376K | 0.12% | 174 |
|
|
2024
Q1 | $1.57M | Sell |
8,138
-303
| -4% | -$62.3K | 0.11% | 195 |
|
|
2023
Q4 | $2.2M | Sell |
8,441
-45
| -0.5% | -$9.62K | 0.16% | 145 |
|
|
2023
Q3 | $1.63M | Sell |
8,486
-6
| -0.1% | -$1.31K | 0.13% | 159 |
|
|
2023
Q2 | $1.79M | Sell |
8,492
-464
| -5% | -$96.4K | 0.14% | 151 |
|
|
2023
Q1 | $1.9M | Buy |
8,956
+662
| +8% | +$138K | 0.16% | 131 |
|
|
2022
Q4 | $1.58M | Sell |
8,294
-63
| -0.8% | -$10.3K | 0.15% | 135 |
|
|
2022
Q3 | $1.01M | Sell |
8,357
-522
| -6% | -$80.1K | 0.11% | 166 |
|
|
2022
Q2 | $1.21M | Sell |
8,879
-350
| -4% | -$51.6K | 0.11% | 157 |
|
|
2022
Q1 | $1.77M | Buy |
9,229
+2,346
| +34% | +$471K | 0.14% | 135 |
|
|
2021
Q4 | $1.39M | Buy |
+6,883
| New | +$1.45M | 0.11% | 140 |
|
|
2021
Q3 | – | Sell |
-6,107
| Closed | -$1.46M | – | 325 |
|
|
2021
Q2 | $1.46M | Buy |
6,107
+441
| +8% | +$107K | 0.15% | 124 |
|
|
2021
Q1 | $1.44M | Sell |
5,666
-35
| -0.6% | -$7.78K | 0.15% | 127 |
|
|
2020
Q4 | $1.22M | Buy |
+5,701
| New | +$1.1M | 0.14% | 124 |
|
|
2020
Q3 | – | Sell |
-6,059
| Closed | -$1.11M | – | 260 |
|
|
2020
Q2 | $1.11M | Buy |
6,059
+841
| +16% | +$129K | 0.17% | 114 |
|
|
2020
Q1 | $778K | Sell |
5,218
-2,167
| -29% | -$593K | 0.15% | 107 |
|
|
2019
Q4 | $2.41M | Buy |
+7,385
| New | +$2.61M | 0.43% | 64 |
|
Other funds holding BA
VCM
VPM
