Brown Miller 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
Q3 | – | Sell |
-1,292
| Closed | -$235K | – | 128 |
|
2024
Q2 | $235K | Buy |
1,292
+14
| +1% | +$2.55K | 0.1% | 116 |
|
2024
Q1 | $247K | Buy |
1,278
+5
| +0.4% | +$966 | 0.11% | 111 |
|
2023
Q4 | $332K | Buy |
1,273
+1
| +0.1% | +$261 | 0.17% | 97 |
|
2023
Q3 | $244K | Hold |
1,272
| – | – | 0.14% | 110 |
|
2023
Q2 | $269K | Sell |
1,272
-1
| -0.1% | -$211 | 0.15% | 106 |
|
2023
Q1 | $270K | Sell |
1,273
-145
| -10% | -$30.8K | 0.16% | 107 |
|
2022
Q4 | $270K | Buy |
+1,418
| New | +$270K | 0.17% | 106 |
|
2022
Q2 | – | Sell |
-1,419
| Closed | -$272K | – | 115 |
|
2022
Q1 | $272K | Buy |
1,419
+201
| +17% | +$38.5K | 0.16% | 100 |
|
2021
Q4 | $245K | Hold |
1,218
| – | – | 0.14% | 108 |
|
2021
Q3 | $268K | Hold |
1,218
| – | – | 0.17% | 103 |
|
2021
Q2 | $291K | Hold |
1,218
| – | – | 0.19% | 97 |
|
2021
Q1 | $310K | Sell |
1,218
-1
| -0.1% | -$255 | 0.22% | 90 |
|
2020
Q4 | $261K | Buy |
+1,219
| New | +$261K | 0.2% | 94 |
|