Capital Planning’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
53,223
-8,088
| -13% | -$1.69M | 3.5% | 7 |
|
|
2025
Q1 | $10.5M | Sell |
61,311
-105
| -0.2% | -$17.9K | 2.92% | 11 |
|
|
2024
Q4 | $10.9M | Sell |
61,416
-1,562
| -2% | -$276K | 2.85% | 10 |
|
|
2024
Q3 | $9.58M | Buy |
62,978
+3,938
| +7% | +$599K | 2.68% | 12 |
|
|
2024
Q2 | $10.7M | Sell |
59,040
-1,759
| -3% | -$320K | 3.22% | 10 |
|
|
2024
Q1 | $11.7M | Buy |
60,799
+2,744
| +5% | +$530K | 3.83% | 6 |
|
|
2023
Q4 | $15.1M | Sell |
58,055
-476
| -0.8% | -$124K | 5.38% | 5 |
|
|
2023
Q3 | $11.2M | Buy |
58,531
+12,053
| +26% | +$2.31M | 4.42% | 6 |
|
|
2023
Q2 | $9.81M | Buy |
46,478
+211
| +0.5% | +$44.6K | 3.83% | 6 |
|
|
2023
Q1 | $9.83M | Buy |
46,267
+24,454
| +112% | +$5.19M | 4.06% | 6 |
|
|
2022
Q4 | $4.16M | Sell |
21,813
-50,912
| -70% | -$9.7M | 1.85% | 19 |
|
|
2022
Q3 | $8.81M | Sell |
72,725
-1,042
| -1% | -$126K | 4.99% | 6 |
|
|
2022
Q2 | $10.1M | Sell |
73,767
-1,215
| -2% | -$166K | 5.44% | 5 |
|
|
2022
Q1 | $14.4M | Buy |
74,982
+2,181
| +3% | +$418K | 5.59% | 4 |
|
|
2021
Q4 | $14.7M | Sell |
72,801
-973
| -1% | -$196K | 5.43% | 5 |
|
|
2021
Q3 | $16.2M | Buy |
73,774
+13,397
| +22% | +$2.95M | 6.62% | 4 |
|
|
2021
Q2 | $14.5M | Sell |
60,377
-3,054
| -5% | -$732K | 6.15% | 4 |
|
|
2021
Q1 | $16.2M | Buy |
63,431
+2,195
| +4% | +$559K | 7.12% | 2 |
|
|
2020
Q4 | $13.1M | Buy |
+61,236
| New | +$13.1M | 6.14% | 4 |
|