Caldwell Trust’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $223K | Hold |
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|
2025
Q2 | $216K | Sell |
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|
2025
Q1 | $189K | Hold |
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|
2024
Q4 | $196K | Sell |
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|
2024
Q3 | $207K | Sell |
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|
2024
Q2 | $451K | Sell |
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|
2024
Q1 | $1M | Sell |
|
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|
2023
Q4 | $1.96M | Sell |
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|
2023
Q3 | $1.46M | Sell |
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|
2023
Q2 | $1.65M | Sell |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $1.55M | Sell |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1.19M | Sell |
|
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|
2022
Q1 | $1.79M | Sell |
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|
2021
Q4 | $2.08M | Buy |
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|
2021
Q3 | $2.26M | Sell |
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|
2021
Q2 | $2.47M | Buy |
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|
2021
Q1 | $2.52M | Sell |
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|
2020
Q4 | $2.15M | Sell |
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|
2020
Q3 | $1.66M | Sell |
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|
2020
Q2 | $2.2M | Sell |
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|
2020
Q1 | $2.16M | Sell |
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|
2019
Q4 | $5.04M | Buy |
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