WA
WealthTrust Axiom’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Hold |
3,648
| – | – | 0.22% | 94 |
|
|
2025
Q1 | $622K | Hold |
3,648
| – | – | 0.19% | 111 |
|
|
2024
Q4 | $646K | Sell |
3,648
-50
| -1% | -$8.85K | 0.19% | 109 |
|
|
2024
Q3 | $562K | Buy |
3,698
+200
| +6% | +$30.4K | 0.17% | 124 |
|
|
2024
Q2 | $637K | Hold |
3,498
| – | – | 0.21% | 103 |
|
|
2024
Q1 | $675K | Buy |
3,498
+136
| +4% | +$26.3K | 0.22% | 102 |
|
|
2023
Q4 | $876K | Buy |
3,362
+368
| +12% | +$95.9K | 0.29% | 78 |
|
|
2023
Q3 | $574K | Sell |
2,994
-600
| -17% | -$115K | 0.21% | 103 |
|
|
2023
Q2 | $759K | Hold |
3,594
| – | – | 0.25% | 88 |
|
|
2023
Q1 | $764K | Hold |
3,594
| – | – | 0.26% | 85 |
|
|
2022
Q4 | $685K | Sell |
3,594
-37
| -1% | -$7.05K | 0.24% | 92 |
|
|
2022
Q3 | $439K | Buy |
3,631
+90
| +3% | +$10.9K | 0.17% | 121 |
|
|
2022
Q2 | $484K | Sell |
3,541
-65
| -2% | -$8.88K | 0.17% | 118 |
|
|
2022
Q1 | $690K | Buy |
3,606
+100
| +3% | +$19.1K | 0.22% | 95 |
|
|
2021
Q4 | $705K | Hold |
3,506
| – | – | 0.23% | 98 |
|
|
2021
Q3 | $771K | Sell |
3,506
-160
| -4% | -$35.2K | 0.26% | 87 |
|
|
2021
Q2 | $878K | Sell |
3,666
-40
| -1% | -$9.58K | 0.28% | 78 |
|
|
2021
Q1 | $944K | Sell |
3,706
-487
| -12% | -$124K | 0.32% | 77 |
|
|
2020
Q4 | $897K | Buy |
4,193
+200
| +5% | +$42.8K | 0.33% | 73 |
|
|
2020
Q3 | $659K | Buy |
3,993
+500
| +14% | +$82.5K | 0.28% | 76 |
|
|
2020
Q2 | $640K | Sell |
3,493
-75
| -2% | -$13.7K | 0.28% | 80 |
|
|
2020
Q1 | $532K | Sell |
3,568
-535
| -13% | -$79.8K | 0.26% | 84 |
|
|
2019
Q4 | $1.34M | Sell |
4,103
-190
| -4% | -$61.9K | 0.45% | 59 |
|
|
2019
Q3 | $1.63M | Sell |
4,293
-56
| -1% | -$21.3K | 0.58% | 48 |
|
|
2019
Q2 | $1.58M | Sell |
4,349
-274
| -6% | -$99.7K | 0.55% | 52 |
|
|
2019
Q1 | $1.76M | Buy |
4,623
+500
| +12% | +$191K | 0.63% | 45 |
|
|
2018
Q4 | $1.33M | Buy |
4,123
+50
| +1% | +$16.1K | 0.54% | 54 |
|
|
2018
Q3 | $1.51M | Buy |
4,073
+570
| +16% | +$212K | 0.51% | 55 |
|
|
2018
Q2 | $1.18M | Hold |
3,503
| – | – | 0.41% | 64 |
|
|
2018
Q1 | $1.15M | Buy |
3,503
+500
| +17% | +$164K | 0.42% | 64 |
|
|
2017
Q4 | $885K | Hold |
3,003
| – | – | 0.33% | 73 |
|
|
2017
Q3 | $763K | Sell |
3,003
-781
| -21% | -$198K | 0.29% | 84 |
|
|
2017
Q2 | $748K | Sell |
3,784
-50
| -1% | -$9.88K | 0.28% | 91 |
|
|
2017
Q1 | $678K | Buy |
3,834
+4
| +0.1% | +$707 | 0.25% | 95 |
|
|
2016
Q4 | $596K | Buy |
3,830
+108
| +3% | +$16.8K | 0.22% | 101 |
|
|
2016
Q3 | $490K | Buy |
3,722
+204
| +6% | +$26.9K | 0.18% | 108 |
|
|
2016
Q2 | $456K | Sell |
3,518
-497
| -12% | -$64.4K | 0.18% | 107 |
|
|
2016
Q1 | $509K | Buy |
4,015
+139
| +4% | +$17.6K | 0.2% | 99 |
|
|
2015
Q4 | $560K | Sell |
3,876
-33
| -0.8% | -$4.77K | 0.22% | 94 |
|
|
2015
Q3 | $511K | Buy |
3,909
+3
| +0.1% | +$392 | 0.21% | 96 |
|
|
2015
Q2 | $541K | Sell |
3,906
-1,100
| -22% | -$152K | 0.2% | 98 |
|
|
2015
Q1 | $751K | Buy |
5,006
+2
| +0% | +$300 | 0.27% | 86 |
|
|
2014
Q4 | $650K | Buy |
5,004
+3
| +0.1% | +$390 | 0.23% | 89 |
|
|
2014
Q3 | $637K | Buy |
5,001
+2
| +0% | +$255 | 0.23% | 89 |
|
|
2014
Q2 | $636K | Buy |
4,999
+2
| +0% | +$254 | 0.22% | 90 |
|
|
2014
Q1 | $627K | Sell |
4,997
-97
| -2% | -$12.2K | 0.23% | 87 |
|
|
2013
Q4 | $695K | Sell |
5,094
-799
| -14% | -$109K | 0.27% | 76 |
|
|
2013
Q3 | $692K | Buy |
5,893
+2
| +0% | +$235 | 0.29% | 75 |
|
|
2013
Q2 | $603K | Buy |
+5,891
| New | +$603K | 0.26% | 76 |
|