Williams Jones Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
6,978
+9
| +0.1% | +$1.89K | 0.02% | 216 |
|
|
2025
Q1 | $1.19M | Hold |
6,969
| – | – | 0.02% | 225 |
|
|
2024
Q4 | $1.23M | Sell |
6,969
-199
| -3% | -$35.2K | 0.01% | 230 |
|
|
2024
Q3 | $1.09M | Sell |
7,168
-366
| -5% | -$55.6K | 0.01% | 253 |
|
|
2024
Q2 | $1.37M | Sell |
7,534
-367
| -5% | -$66.8K | 0.02% | 230 |
|
|
2024
Q1 | $1.52M | Buy |
7,901
+167
| +2% | +$32.2K | 0.02% | 220 |
|
|
2023
Q4 | $2.02M | Sell |
7,734
-17
| -0.2% | -$4.43K | 0.03% | 194 |
|
|
2023
Q3 | $1.49M | Sell |
7,751
-37
| -0.5% | -$7.09K | 0.02% | 217 |
|
|
2023
Q2 | $1.64M | Buy |
7,788
+275
| +4% | +$58.1K | 0.02% | 212 |
|
|
2023
Q1 | $1.6M | Sell |
7,513
-119
| -2% | -$25.3K | 0.03% | 223 |
|
|
2022
Q4 | $1.45M | Buy |
7,632
+19
| +0.2% | +$3.62K | 0.02% | 231 |
|
|
2022
Q3 | $922K | Sell |
7,613
-145
| -2% | -$17.6K | 0.02% | 280 |
|
|
2022
Q2 | $1.06M | Buy |
7,758
+2,618
| +51% | +$358K | 0.02% | 264 |
|
|
2022
Q1 | $984K | Buy |
5,140
+3,459
| +206% | +$662K | 0.01% | 263 |
|
|
2021
Q4 | $338K | Sell |
1,681
-21
| -1% | -$4.22K | ﹤0.01% | 383 |
|
|
2021
Q3 | $374K | Sell |
1,702
-3,445
| -67% | -$757K | 0.01% | 359 |
|
|
2021
Q2 | $1.23M | Sell |
5,147
-1,767
| -26% | -$423K | 0.02% | 232 |
|
|
2021
Q1 | $1.76M | Buy |
6,914
+3,806
| +122% | +$969K | 0.03% | 200 |
|
|
2020
Q4 | $665K | Buy |
3,108
+158
| +5% | +$33.8K | 0.01% | 256 |
|
|
2020
Q3 | $488K | Buy |
2,950
+182
| +7% | +$30.1K | 0.01% | 273 |
|
|
2020
Q2 | $507K | Buy |
2,768
+206
| +8% | +$37.7K | 0.01% | 259 |
|
|
2020
Q1 | $382K | Sell |
2,562
-2,807
| -52% | -$419K | 0.01% | 261 |
|
|
2019
Q4 | $1.75M | Buy |
5,369
+20
| +0.4% | +$6.52K | 0.03% | 168 |
|
|
2019
Q3 | $2.04M | Buy |
+5,349
| New | +$2.04M | 0.04% | 161 |
|