WAM
WFA Asset Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.2K | Sell |
155
-111
| -42% | -$20.2K | 0.02% | 126 |
|
|
2025
Q1 | $51.3K | Sell |
266
-3,439
| -93% | -$664K | 0.03% | 103 |
|
|
2024
Q4 | $656K | Buy |
3,705
+3,600
| +3,429% | +$637K | 0.35% | 24 |
|
|
2024
Q3 | $16K | Sell |
105
-50
| -32% | -$7.6K | 0.01% | 148 |
|
|
2024
Q2 | $28.2K | Sell |
155
-111
| -42% | -$20.2K | 0.02% | 127 |
|
|
2024
Q1 | $51.3K | Sell |
266
-134
| -34% | -$25.9K | 0.03% | 104 |
|
|
2023
Q4 | $104K | Sell |
400
-50
| -11% | -$13K | 0.06% | 67 |
|
|
2023
Q3 | $86.2K | Sell |
450
-407
| -47% | -$78K | 0.05% | 75 |
|
|
2023
Q2 | $181K | Sell |
857
-50
| -6% | -$10.6K | 0.11% | 55 |
|
|
2023
Q1 | $193K | Buy |
907
+200
| +28% | +$42.5K | 0.12% | 53 |
|
|
2022
Q4 | $135K | Hold |
707
| – | – | 0.09% | 62 |
|
|
2022
Q3 | $85.6K | Buy |
707
+100
| +16% | +$12.1K | 0.06% | 70 |
|
|
2022
Q2 | $83K | Hold |
607
| – | – | 0.06% | 75 |
|
|
2022
Q1 | $116K | Buy |
607
+205
| +51% | +$39.2K | 0.08% | 66 |
|
|
2021
Q4 | $80.9K | Buy |
+402
| New | +$80.9K | 0.05% | 72 |
|