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