Bogart Wealth LLC’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $399K | Buy |
1,903
+202
| +12% | +$42.3K | 0.02% | 176 |
|
2025
Q1 | $290K | Sell |
1,701
-175
| -9% | -$29.9K | 0.01% | 197 |
|
2024
Q4 | $332K | Buy |
1,876
+601
| +47% | +$106K | 0.02% | 181 |
|
2024
Q3 | $194K | Sell |
1,275
-74
| -5% | -$11.3K | 0.01% | 215 |
|
2024
Q2 | $246K | Buy |
1,349
+366
| +37% | +$66.6K | 0.01% | 194 |
|
2024
Q1 | $190K | Sell |
983
-62
| -6% | -$12K | 0.01% | 207 |
|
2023
Q4 | $272K | Buy |
1,045
+162
| +18% | +$42.2K | 0.02% | 185 |
|
2023
Q3 | $169K | Buy |
883
+64
| +8% | +$12.3K | 0.01% | 203 |
|
2023
Q2 | $173K | Hold |
819
| – | – | 0.01% | 200 |
|
2023
Q1 | $174K | Sell |
819
-58
| -7% | -$12.3K | 0.01% | 185 |
|
2022
Q4 | $167K | Buy |
877
+40
| +5% | +$7.62K | 0.01% | 189 |
|
2022
Q3 | $101K | Sell |
837
-673
| -45% | -$81.2K | 0.01% | 215 |
|
2022
Q2 | $206K | Buy |
1,510
+566
| +60% | +$77.2K | 0.02% | 162 |
|
2022
Q1 | $181K | Sell |
944
-39
| -4% | -$7.48K | 0.02% | 161 |
|
2021
Q4 | $198K | Buy |
983
+3
| +0.3% | +$604 | 0.02% | 153 |
|
2021
Q3 | $216K | Sell |
980
-112
| -10% | -$24.7K | 0.02% | 144 |
|
2021
Q2 | $262K | Buy |
1,092
+40
| +4% | +$9.6K | 0.03% | 135 |
|
2021
Q1 | $268K | Buy |
1,052
+415
| +65% | +$106K | 0.04% | 129 |
|
2020
Q4 | $136K | Sell |
637
-284
| -31% | -$60.6K | 0.03% | 145 |
|
2020
Q3 | $152K | Sell |
921
-7
| -0.8% | -$1.16K | 0.03% | 133 |
|
2020
Q2 | $170K | Buy |
928
+100
| +12% | +$18.3K | 0.04% | 120 |
|
2020
Q1 | $124K | Buy |
828
+107
| +15% | +$16K | 0.03% | 126 |
|
2019
Q4 | $235K | Buy |
721
+65
| +10% | +$21.2K | 0.08% | 109 |
|
2019
Q3 | $250K | Buy |
656
+221
| +51% | +$84.2K | 0.12% | 88 |
|
2019
Q2 | $158K | Hold |
435
| – | – | 0.1% | 101 |
|
2019
Q1 | $165K | Hold |
435
| – | – | 0.08% | 95 |
|
2018
Q4 | $140K | Hold |
435
| – | – | 0.07% | 91 |
|
2018
Q3 | $162K | Hold |
435
| – | – | 0.09% | 79 |
|
2018
Q2 | $145K | Hold |
435
| – | – | 0.09% | 82 |
|
2018
Q1 | $146K | Hold |
435
| – | – | 0.08% | 79 |
|
2017
Q4 | $128K | Sell |
435
-348
| -44% | -$102K | 0.08% | 81 |
|
2017
Q3 | $202K | Buy |
+783
| New | +$202K | 0.15% | 62 |
|