Caldwell Trust’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
1,031
-75
|
|
||||
|
2025
Q1 | $189K | Hold |
1,106
|
|
||||
|
2024
Q4 | $196K | Sell |
1,106
-258
|
|
||||
|
2024
Q3 | $207K | Sell |
1,364
-1,113
|
|
||||
|
2024
Q2 | $451K | Sell |
2,477
-2,726
|
|
||||
|
2024
Q1 | $1M | Sell |
5,203
-2,330
|
|
||||
|
2023
Q4 | $1.96M | Sell |
7,533
-75
|
|
||||
|
2023
Q3 | $1.46M | Sell |
7,608
-220
|
|
||||
|
2023
Q2 | $1.65M | Sell |
7,828
-48
|
|
||||
|
2023
Q1 | $1.67M | Sell |
7,876
-245
|
|
||||
|
2022
Q4 | $1.55M | Sell |
8,121
-624
|
|
||||
|
2022
Q3 | $1.06M | Buy |
8,745
+68
|
|
||||
|
2022
Q2 | $1.19M | Sell |
8,677
-686
|
|
||||
|
2022
Q1 | $1.79M | Sell |
9,363
-951
|
|
||||
|
2021
Q4 | $2.08M | Buy |
10,314
+22
|
|
||||
|
2021
Q3 | $2.26M | Sell |
10,292
-7
|
|
||||
|
2021
Q2 | $2.47M | Buy |
10,299
+400
|
|
||||
|
2021
Q1 | $2.52M | Sell |
9,899
-145
|
|
||||
|
2020
Q4 | $2.15M | Sell |
10,044
-2
|
|
||||
|
2020
Q3 | $1.66M | Sell |
10,046
-1,955
|
|
||||
|
2020
Q2 | $2.2M | Sell |
12,001
-2,514
|
|
||||
|
2020
Q1 | $2.16M | Sell |
14,515
-958
|
|
||||
|
2019
Q4 | $5.04M | Buy |
+15,473
|
|