Blue Bell Private 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
$118K Buy
563
+106
+23% +$22.2K 0.02% 297
2025
Q1
$77.9K Hold
457
0.01% 320
2024
Q4
$80.9K Buy
457
+224
+96% +$39.6K 0.02% 302
2024
Q3
$35.4K Buy
233
+81
+53% +$12.3K 0.01% 402
2024
Q2
$27.6K Sell
152
-8
-5% -$1.45K 0.01% 427
2024
Q1
$30.8K Sell
160
-167
-51% -$32.2K 0.01% 410
2023
Q4
$85.2K Buy
327
+91
+39% +$23.7K 0.02% 251
2023
Q3
$45.2K Buy
236
+94
+66% +$18K 0.01% 273
2023
Q2
$29.9K Buy
142
+50
+54% +$10.5K 0.01% 314
2023
Q1
$19.5K Sell
92
-50
-35% -$10.6K 0.01% 323
2022
Q4
$27K Hold
142
0.01% 279
2022
Q3
$17K Hold
142
0.01% 313
2022
Q2
$19K Sell
142
-47
-25% -$6.29K 0.01% 311
2022
Q1
$36K Buy
189
+56
+42% +$10.7K 0.01% 249
2021
Q4
$27K Buy
+133
New +$27K 0.01% 265