Accel 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 | $411K | Sell |
1,960
-14
| -0.7% | -$2.93K | 0.14% | 159 |
|
2025
Q1 | $337K | Buy |
1,974
+239
| +14% | +$40.8K | 0.12% | 176 |
|
2024
Q4 | $307K | Buy |
1,735
+22
| +1% | +$3.89K | 0.12% | 184 |
|
2024
Q3 | $260K | Buy |
1,713
+106
| +7% | +$16.1K | 0.1% | 199 |
|
2024
Q2 | $292K | Sell |
1,607
-62
| -4% | -$11.3K | 0.12% | 171 |
|
2024
Q1 | $322K | Buy |
1,669
+256
| +18% | +$49.4K | 0.14% | 150 |
|
2023
Q4 | $368K | Buy |
1,413
+108
| +8% | +$28.2K | 0.18% | 122 |
|
2023
Q3 | $250K | Buy |
1,305
+99
| +8% | +$19K | 0.14% | 140 |
|
2023
Q2 | $255K | Buy |
1,206
+24
| +2% | +$5.07K | 0.14% | 139 |
|
2023
Q1 | $251K | Sell |
1,182
-1
| -0.1% | -$212 | 0.1% | 182 |
|
2022
Q4 | $225K | Hold |
1,183
| – | – | 0.11% | 151 |
|
2022
Q3 | $158K | Hold |
1,183
| – | – | 0.08% | 186 |
|
2022
Q2 | $175K | Hold |
1,183
| – | – | 0.1% | 156 |
|
2022
Q1 | $226K | Hold |
1,183
| – | – | 0.12% | 142 |
|
2021
Q4 | $238K | Hold |
1,183
| – | – | 0.12% | 139 |
|
2021
Q3 | $260K | Hold |
1,183
| – | – | 0.17% | 110 |
|
2021
Q2 | $283K | Buy |
1,183
+1
| +0.1% | +$239 | 0.19% | 107 |
|
2021
Q1 | $301K | Hold |
1,182
| – | – | 0.24% | 81 |
|
2020
Q4 | $253K | Buy |
+1,182
| New | +$253K | 0.24% | 88 |
|