Baron Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,223
| Closed | -$319K | – | 184 |
|
|
2023
Q4 | $319K | Buy |
1,223
+5
| +0.4% | +$1.3K | 0.17% | 99 |
|
|
2023
Q3 | $233K | Buy |
1,218
+9
| +0.7% | +$1.73K | 0.15% | 119 |
|
|
2023
Q2 | $255K | Buy |
1,209
+6
| +0.5% | +$1.27K | 0.16% | 109 |
|
|
2023
Q1 | $256K | Buy |
1,203
+113
| +10% | +$24K | 0.18% | 102 |
|
|
2022
Q4 | $208K | Buy |
+1,090
| New | +$208K | 0.16% | 125 |
|