Ameliora 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 | $943K | Buy |
4,500
+500
| +13% | +$105K | 0.34% | 44 |
|
2025
Q1 | $682K | Buy |
4,000
+250
| +7% | +$42.6K | 0.26% | 51 |
|
2024
Q4 | $664K | Sell |
3,750
-250
| -6% | -$44.3K | 0.25% | 50 |
|
2024
Q3 | $608K | Buy |
4,000
+1,000
| +33% | +$152K | 0.25% | 52 |
|
2024
Q2 | $546K | Sell |
3,000
-200
| -6% | -$36.4K | 0.25% | 56 |
|
2024
Q1 | $618K | Buy |
3,200
+1,000
| +45% | +$193K | 0.28% | 53 |
|
2023
Q4 | $573K | Hold |
2,200
| – | – | 0.28% | 53 |
|
2023
Q3 | $422K | Buy |
2,200
+2,000
| +1,000% | +$383K | 0.25% | 55 |
|
2023
Q2 | $42.2K | Hold |
200
| – | – | 0.03% | 129 |
|
2023
Q1 | $42.5K | Hold |
200
| – | – | 0.02% | 143 |
|
2022
Q4 | $38.1K | Buy |
+200
| New | +$38.1K | 0.02% | 160 |
|