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