Brandywine Oak Private Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
1,422
+50
| +4% | +$10.5K | 0.03% | 187 |
|
|
2025
Q1 | $234K | Sell |
1,372
-194
| -12% | -$33.1K | 0.02% | 204 |
|
|
2024
Q4 | $277K | Sell |
1,566
-399
| -20% | -$70.6K | 0.03% | 194 |
|
|
2024
Q3 | $299K | Sell |
1,965
-185
| -9% | -$28.1K | 0.03% | 195 |
|
|
2024
Q2 | $391K | Sell |
2,150
-50
| -2% | -$9.1K | 0.04% | 166 |
|
|
2024
Q1 | $425K | Sell |
2,200
-22
| -1% | -$4.25K | 0.04% | 158 |
|
|
2023
Q4 | $579K | Sell |
2,222
-1
| -0% | -$261 | 0.06% | 133 |
|
|
2023
Q3 | $426K | Sell |
2,223
-490
| -18% | -$93.9K | 0.05% | 154 |
|
|
2023
Q2 | $573K | Sell |
2,713
-185
| -6% | -$39.1K | 0.06% | 141 |
|
|
2023
Q1 | $616K | Sell |
2,898
-36
| -1% | -$7.65K | 0.07% | 138 |
|
|
2022
Q4 | $559K | Sell |
2,934
-853
| -23% | -$162K | 0.07% | 144 |
|
|
2022
Q3 | $458K | Sell |
3,787
-19
| -0.5% | -$2.3K | 0.06% | 159 |
|
|
2022
Q2 | $520K | Sell |
3,806
-1,423
| -27% | -$194K | 0.07% | 164 |
|
|
2022
Q1 | $997K | Buy |
5,229
+92
| +2% | +$17.5K | 0.11% | 127 |
|
|
2021
Q4 | $1.03M | Buy |
5,137
+95
| +2% | +$19.1K | 0.11% | 132 |
|
|
2021
Q3 | $1.11M | Sell |
5,042
-85
| -2% | -$18.7K | 0.13% | 116 |
|
|
2021
Q2 | $1.23M | Buy |
5,127
+173
| +3% | +$41.4K | 0.14% | 109 |
|
|
2021
Q1 | $1.26M | Buy |
4,954
+197
| +4% | +$50.1K | 0.19% | 80 |
|
|
2020
Q4 | $1.02M | Buy |
4,757
+25
| +0.5% | +$5.35K | 0.16% | 90 |
|
|
2020
Q3 | $782K | Buy |
4,732
+425
| +10% | +$70.2K | 0.13% | 96 |
|
|
2020
Q2 | $789K | Buy |
+4,307
| New | +$789K | 0.14% | 92 |
|
|
2020
Q1 | – | Sell |
-1,105
| Closed | -$360K | – | 222 |
|
|
2019
Q4 | $360K | Sell |
1,105
-757
| -41% | -$247K | 0.07% | 158 |
|
|
2019
Q3 | $708K | Buy |
1,862
+211
| +13% | +$80.2K | 0.13% | 83 |
|
|
2019
Q2 | $600K | Sell |
1,651
-586
| -26% | -$213K | 0.12% | 93 |
|
|
2019
Q1 | $853K | Buy |
2,237
+50
| +2% | +$19.1K | 0.18% | 71 |
|
|
2018
Q4 | $705K | Buy |
+2,187
| New | +$705K | 0.16% | 80 |
|