CWM
C2C Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Hold |
2,100
| – | – | 0.4% | 47 |
|
|
2025
Q1 | $358K | Hold |
2,100
| – | – | 0.34% | 59 |
|
|
2024
Q4 | $372K | Hold |
2,100
| – | – | 0.34% | 55 |
|
|
2024
Q3 | $314K | Hold |
2,100
| – | – | 0.29% | 66 |
|
|
2024
Q2 | $382K | Hold |
2,100
| – | – | 0.37% | 52 |
|
|
2024
Q1 | $405K | Sell |
2,100
-1,000
| -32% | -$193K | 0.4% | 49 |
|
|
2023
Q4 | $807K | Sell |
3,100
-9,319
| -75% | -$2.43M | 0.68% | 40 |
|
|
2023
Q3 | $2.33M | Buy |
12,419
+298
| +2% | +$55.9K | 0.33% | 32 |
|
|
2023
Q2 | $2.57M | Buy |
12,121
+6,267
| +107% | +$1.33M | 0.34% | 29 |
|
|
2023
Q1 | $1.24M | Buy |
5,854
+1,150
| +24% | +$244K | 0.2% | 60 |
|
|
2022
Q4 | $986K | Hold |
4,704
| – | – | 0.17% | 62 |
|
|
2022
Q3 | $628K | Sell |
4,704
-412
| -8% | -$55K | 0.12% | 86 |
|
|
2022
Q2 | $799K | Buy |
5,116
+404
| +9% | +$63.1K | 0.15% | 78 |
|
|
2022
Q1 | $873K | Sell |
4,712
-614
| -12% | -$114K | 0.15% | 81 |
|
|
2021
Q4 | $1.07M | Buy |
+5,326
| New | +$1.07M | 0.15% | 78 |
|