Waverly Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.33M | Buy |
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|
2025
Q1 | $3.21M | Buy |
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|
2024
Q4 | $3.05M | Buy |
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|
2024
Q3 | $1.83M | Buy |
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|
2024
Q2 | $2.05M | Sell |
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|
2024
Q1 | $2.25M | Buy |
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|
2023
Q4 | $2.21M | Buy |
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|
2023
Q3 | $1.57M | Buy |
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|
2023
Q2 | $1.71M | Buy |
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|
2023
Q1 | $1.72M | Buy |
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|
2022
Q4 | $1.53M | Buy |
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|
2022
Q3 | $964K | Buy |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $1.5M | Sell |
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|
2021
Q4 | $1.67M | Buy |
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|
2021
Q3 | $1.72M | Hold |
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|
2021
Q2 | $1.83M | Buy |
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|
2021
Q1 | $1.72M | Hold |
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|
2020
Q4 | $1.59M | Sell |
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|
2020
Q3 | $1.2M | Hold |
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|
2020
Q2 | $1.45M | Buy |
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|
2020
Q1 | $1.24M | Buy |
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|
2019
Q4 | $2.55M | Buy |
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|
2019
Q3 | $812K | Buy |
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|
2019
Q2 | $293K | Buy |
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|
2019
Q1 | $291K | Sell |
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|
2018
Q4 | $253K | Sell |
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|
2018
Q3 | $413K | Buy |
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|
2018
Q2 | $272K | Hold |
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|
2018
Q1 | $266K | Sell |
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|
2017
Q4 | $521K | Buy |
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|
2017
Q3 | $425K | Sell |
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|
2017
Q2 | $938K | Sell |
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|
2017
Q1 | $954K | Buy |
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|
2016
Q4 | $394K | Sell |
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|
2016
Q3 | $357K | Sell |
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|
2016
Q2 | $404K | Buy |
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|
2016
Q1 | $370K | Sell |
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|
2015
Q4 | $584K | Buy |
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|
2015
Q3 | $215K | Hold |
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|
2015
Q2 | $228K | Sell |
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|
2015
Q1 | $263K | Sell |
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|
2014
Q4 | $397K | Hold |
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|
2014
Q3 | $389K | Buy |
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|
2014
Q2 | $354K | Sell |
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|
2014
Q1 | $369K | Sell |
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|
2013
Q4 | $1.13M | Buy |
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|
2013
Q3 | $134K | Buy |
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