Accurate 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 | $405K | Buy |
+1,790
| New | +$405K | 0.06% | 301 |
|
|
2025
Q1 | – | Sell |
-1,188
| Closed | -$204K | – | 377 |
|
|
2024
Q4 | $204K | Buy |
+1,188
| New | +$204K | 0.04% | 367 |
|
|
2024
Q1 | – | Sell |
-1,425
| Closed | -$317K | – | 289 |
|
|
2023
Q4 | $317K | Buy |
1,425
+42
| +3% | +$9.35K | 0.1% | 191 |
|
|
2023
Q3 | $257K | Sell |
1,383
-36
| -3% | -$6.68K | 0.08% | 214 |
|
|
2023
Q2 | $302K | Buy |
1,419
+70
| +5% | +$14.9K | 0.09% | 199 |
|
|
2023
Q1 | $284K | Sell |
1,349
-8
| -0.6% | -$1.69K | 0.1% | 194 |
|
|
2022
Q4 | $280K | Buy |
+1,357
| New | +$280K | 0.1% | 177 |
|
|
2022
Q2 | – | Sell |
-1,421
| Closed | -$272K | – | 159 |
|
|
2022
Q1 | $272K | Buy |
1,421
+13
| +0.9% | +$2.49K | 0.12% | 127 |
|
|
2021
Q4 | $290K | Buy |
1,408
+59
| +4% | +$12.2K | 0.24% | 109 |
|
|
2021
Q3 | $294K | Sell |
1,349
-354
| -21% | -$77.2K | 0.26% | 107 |
|
|
2021
Q2 | $408K | Buy |
+1,703
| New | +$408K | 0.36% | 73 |
|