Altium Wealth Management’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$654K Sell
4,780
-1,654
-26% -$226K 0.05% 204
2022
Q1
$1.23M Buy
6,434
+811
+14% +$155K 0.08% 135
2021
Q4
$1.13M Sell
5,623
-867
-13% -$175K 0.07% 141
2021
Q3
$1.43M Buy
6,490
+428
+7% +$94.1K 0.1% 102
2021
Q2
$1.45M Buy
6,062
+112
+2% +$26.8K 0.11% 99
2021
Q1
$1.52M Buy
5,950
+467
+9% +$119K 0.12% 94
2020
Q4
$1.17M Buy
5,483
+916
+20% +$196K 0.1% 101
2020
Q3
$755K Buy
4,567
+145
+3% +$24K 0.08% 116
2020
Q2
$811K Buy
4,422
+243
+6% +$44.6K 0.09% 109
2020
Q1
$623K Buy
4,179
+1,182
+39% +$176K 0.09% 119
2019
Q4
$976K Sell
2,997
-59
-2% -$19.2K 0.12% 99
2019
Q3
$1.16M Buy
3,056
+138
+5% +$52.5K 0.16% 76
2019
Q2
$1.06M Buy
2,918
+169
+6% +$61.5K 0.15% 78
2019
Q1
$1.05M Sell
2,749
-871
-24% -$332K 0.17% 75
2018
Q4
$1.17M Buy
3,620
+55
+2% +$17.7K 0.22% 65
2018
Q3
$1.33M Buy
3,565
+567
+19% +$211K 0.25% 64
2018
Q2
$1.01M Buy
2,998
+65
+2% +$21.8K 0.27% 75
2018
Q1
$961K Buy
2,933
+428
+17% +$140K 0.38% 47
2017
Q4
$739K Buy
+2,505
New +$739K 0.34% 56