AAFMAA Wealth Management & Trust’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-20,000
| Closed | -$3.64M | – | 68 |
|
|
2024
Q2 | $3.64M | Hold |
20,000
| – | – | 1.79% | 13 |
|
|
2024
Q1 | $3.86M | Sell |
20,000
-1,059
| -5% | -$204K | 2.11% | 13 |
|
|
2023
Q4 | $5.49M | Sell |
21,059
-7,653
| -27% | -$1.99M | 3.11% | 7 |
|
|
2023
Q3 | $5.5M | Buy |
28,712
+500
| +2% | +$95.8K | 5.11% | 2 |
|
|
2023
Q2 | $5.96M | Sell |
28,212
-882
| -3% | -$186K | 4.92% | 3 |
|
|
2023
Q1 | $6.18M | Sell |
29,094
-7,085
| -20% | -$1.51M | 4.96% | 4 |
|
|
2022
Q4 | $6.89M | Buy |
36,179
+26,065
| +258% | +$4.97M | 6.22% | 1 |
|
|
2022
Q3 | $1.23M | Sell |
10,114
-28,443
| -74% | -$3.44M | 0.9% | 38 |
|
|
2022
Q2 | $5.27M | Buy |
38,557
+2,774
| +8% | +$379K | 3.55% | 6 |
|
|
2022
Q1 | $6.85M | Buy |
35,783
+946
| +3% | +$181K | 3.16% | 8 |
|
|
2021
Q4 | $7.01M | Buy |
34,837
+537
| +2% | +$108K | 3.06% | 10 |
|
|
2021
Q3 | $7.54M | Buy |
34,300
+1,200
| +4% | +$264K | 3.58% | 6 |
|
|
2021
Q2 | $7.93M | Buy |
33,100
+9,931
| +43% | +$2.38M | 3.64% | 6 |
|
|
2021
Q1 | $5.9M | Sell |
23,169
-12,394
| -35% | -$3.16M | 2.84% | 15 |
|
|
2020
Q4 | $7.61M | Buy |
+35,563
| New | +$7.61M | 3.68% | 5 |
|