WA
Waverly Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.33M | Buy |
20,683
+1,866
| +10% | +$391K | 0.05% | 329 |
|
|
2025
Q1 | $3.21M | Buy |
18,817
+1,564
| +9% | +$267K | 0.04% | 377 |
|
|
2024
Q4 | $3.05M | Buy |
17,253
+5,185
| +43% | +$918K | 0.05% | 295 |
|
|
2024
Q3 | $1.83M | Buy |
12,068
+813
| +7% | +$124K | 0.03% | 344 |
|
|
2024
Q2 | $2.05M | Sell |
11,255
-394
| -3% | -$71.7K | 0.04% | 314 |
|
|
2024
Q1 | $2.25M | Buy |
11,649
+3,160
| +37% | +$610K | 0.05% | 240 |
|
|
2023
Q4 | $2.21M | Buy |
8,489
+274
| +3% | +$71.4K | 0.08% | 137 |
|
|
2023
Q3 | $1.57M | Buy |
8,215
+104
| +1% | +$19.9K | 0.07% | 159 |
|
|
2023
Q2 | $1.71M | Buy |
8,111
+7
| +0.1% | +$1.48K | 0.08% | 142 |
|
|
2023
Q1 | $1.72M | Buy |
8,104
+89
| +1% | +$18.9K | 0.09% | 110 |
|
|
2022
Q4 | $1.53M | Buy |
8,015
+49
| +0.6% | +$9.33K | 0.08% | 106 |
|
|
2022
Q3 | $964K | Buy |
7,966
+113
| +1% | +$13.7K | 0.07% | 112 |
|
|
2022
Q2 | $1.07M | Buy |
7,853
+37
| +0.5% | +$5.06K | 0.1% | 79 |
|
|
2022
Q1 | $1.5M | Sell |
7,816
-39
| -0.5% | -$7.47K | 0.13% | 59 |
|
|
2021
Q4 | $1.67M | Buy |
7,855
+39
| +0.5% | +$8.28K | 0.14% | 55 |
|
|
2021
Q3 | $1.72M | Hold |
7,816
| – | – | 0.15% | 56 |
|
|
2021
Q2 | $1.83M | Buy |
7,816
+259
| +3% | +$60.7K | 0.17% | 49 |
|
|
2021
Q1 | $1.72M | Hold |
7,557
| – | – | 0.17% | 52 |
|
|
2020
Q4 | $1.59M | Sell |
7,557
-766
| -9% | -$161K | 0.17% | 51 |
|
|
2020
Q3 | $1.2M | Hold |
8,323
| – | – | 0.16% | 56 |
|
|
2020
Q2 | $1.45M | Buy |
8,323
+3
| +0% | +$524 | 0.19% | 48 |
|
|
2020
Q1 | $1.24M | Buy |
8,320
+851
| +11% | +$127K | 0.21% | 47 |
|
|
2019
Q4 | $2.55M | Buy |
7,469
+5,336
| +250% | +$1.82M | 0.34% | 39 |
|
|
2019
Q3 | $812K | Buy |
2,133
+1,328
| +165% | +$506K | 0.12% | 62 |
|
|
2019
Q2 | $293K | Buy |
805
+43
| +6% | +$15.7K | 0.04% | 100 |
|
|
2019
Q1 | $291K | Sell |
762
-21
| -3% | -$8.02K | 0.05% | 97 |
|
|
2018
Q4 | $253K | Sell |
783
-327
| -29% | -$106K | 0.04% | 99 |
|
|
2018
Q3 | $413K | Buy |
1,110
+299
| +37% | +$111K | 0.06% | 131 |
|
|
2018
Q2 | $272K | Hold |
811
| – | – | 0.04% | 154 |
|
|
2018
Q1 | $266K | Sell |
811
-956
| -54% | -$314K | 0.04% | 151 |
|
|
2017
Q4 | $521K | Buy |
1,767
+94
| +6% | +$27.7K | 0.07% | 144 |
|
|
2017
Q3 | $425K | Sell |
1,673
-3,070
| -65% | -$780K | 0.09% | 146 |
|
|
2017
Q2 | $938K | Sell |
4,743
-653
| -12% | -$129K | 0.24% | 81 |
|
|
2017
Q1 | $954K | Buy |
5,396
+2,867
| +113% | +$507K | 0.25% | 74 |
|
|
2016
Q4 | $394K | Sell |
2,529
-183
| -7% | -$28.5K | 0.15% | 65 |
|
|
2016
Q3 | $357K | Sell |
2,712
-400
| -13% | -$52.7K | 0.15% | 62 |
|
|
2016
Q2 | $404K | Buy |
3,112
+199
| +7% | +$25.8K | 0.18% | 47 |
|
|
2016
Q1 | $370K | Sell |
2,913
-1,126
| -28% | -$143K | 0.23% | 48 |
|
|
2015
Q4 | $584K | Buy |
4,039
+2,395
| +146% | +$346K | 0.25% | 46 |
|
|
2015
Q3 | $215K | Hold |
1,644
| – | – | 0.15% | 52 |
|
|
2015
Q2 | $228K | Sell |
1,644
-107
| -6% | -$14.8K | 0.14% | 49 |
|
|
2015
Q1 | $263K | Sell |
1,751
-1,305
| -43% | -$196K | 0.13% | 41 |
|
|
2014
Q4 | $397K | Hold |
3,056
| – | – | 0.2% | 34 |
|
|
2014
Q3 | $389K | Buy |
3,056
+276
| +10% | +$35.1K | 0.21% | 66 |
|
|
2014
Q2 | $354K | Sell |
2,780
-160
| -5% | -$20.4K | 0.15% | 78 |
|
|
2014
Q1 | $369K | Sell |
2,940
-5,305
| -64% | -$666K | 0.17% | 73 |
|
|
2013
Q4 | $1.13M | Buy |
8,245
+7,104
| +623% | +$969K | 0.4% | 25 |
|
|
2013
Q3 | $134K | Buy |
+1,141
| New | +$134K | 0.07% | 126 |
|