Caldwell Investment Management’s Boeing BA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,000	Closed	-$517K	–	22
2025 Q1	$517K	Buy	+3,000	New	+$517K	0.38%	30