Capital Wealth Planning’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-28,034
| Closed | -$6.09M | – | 153 |
|
|
2025
Q4 | $6.09M | Buy |
28,034
+14,175
| +102% | +$2.92M | 0.04% | 86 |
|
|
2025
Q3 | $2.99M | Buy |
13,859
+11,019
| +388% | +$2.48M | 0.02% | 105 |
|
|
2025
Q2 | $595K | Buy |
+2,840
| New | +$536K | ﹤0.01% | 118 |
|
|
2023
Q4 | – | Sell |
-4,300
| Closed | -$824K | – | 144 |
|
|
2023
Q3 | $824K | Buy |
4,300
+15
| +0.4% | +$3.28K | 0.01% | 74 |
|
|
2023
Q2 | $905K | Sell |
4,285
-2,219
| -34% | -$461K | 0.01% | 56 |
|
|
2023
Q1 | $1.38M | Buy |
6,504
+4,820
| +286% | +$1M | 0.02% | 44 |
|
|
2022
Q4 | $321K | Buy |
1,684
+24
| +1% | +$3.93K | ﹤0.01% | 80 |
|
|
2022
Q3 | $201K | Buy |
1,660
+135
| +9% | +$20.7K | ﹤0.01% | 86 |
|
|
2022
Q2 | $208K | Sell |
1,525
-430
| -22% | -$63.4K | ﹤0.01% | 77 |
|
|
2022
Q1 | $374K | Sell |
1,955
-1,045
| -35% | -$210K | 0.01% | 71 |
|
|
2021
Q4 | $604K | Buy |
3,000
+155
| +5% | +$32.7K | 0.01% | 61 |
|
|
2021
Q3 | $626K | Sell |
2,845
-1,660
| -37% | -$370K | 0.02% | 64 |
|
|
2021
Q2 | $1.08M | Buy |
4,505
+200
| +5% | +$48.4K | 0.03% | 49 |
|
|
2021
Q1 | $1.1M | Buy |
4,305
+113
| +3% | +$25.1K | 0.04% | 51 |
|
|
2020
Q4 | $863K | Buy |
4,192
+484
| +13% | +$93K | 0.03% | 53 |
|
|
2020
Q3 | $613K | Sell |
3,708
-1,250
| -25% | -$213K | 0.03% | 62 |
|
|
2020
Q2 | $909K | Sell |
4,958
-1,751
| -26% | -$269K | 0.05% | 50 |
|
|
2020
Q1 | $1M | Sell |
6,709
-194,003
| -97% | -$53.1M | 0.06% | 76 |
|
|
2019
Q4 | $65.4M | Buy |
200,712
+8,482
| +4% | +$3M | 3.91% | 8 |
|
|
2019
Q3 | $66.2M | Buy |
192,230
+39,145
| +26% | +$14M | 4.21% | 9 |
|
|
2019
Q2 | $55.7M | Buy |
153,085
+147,170
| +2,488% | +$53.7M | 4.04% | 9 |
|
|
2019
Q1 | $2.26M | Sell |
5,915
-75
| -1% | -$28.9K | 1.49% | 17 |
|
|
2018
Q4 | $1.93M | Buy |
5,990
+40
| +0.7% | +$13.8K | 1.28% | 21 |
|
|
2018
Q3 | $2.21M | Buy |
5,950
+1,180
| +25% | +$415K | 1.51% | 16 |
|
|
2018
Q2 | $1.6M | Sell |
4,770
-280
| -6% | -$96.3K | 1.12% | 20 |
|
|
2018
Q1 | $1.66M | Buy |
+5,050
| New | +$1.71M | 1.15% | 22 |
|
|
2017
Q4 | – | Sell |
-4,325
| Closed | -$1.1M | – | 114 |
|
|
2017
Q3 | $1.1M | Buy |
4,325
+2,795
| +183% | +$652K | 0.87% | 25 |
|
|
2017
Q2 | $303K | Sell |
1,530
-4,510
| -75% | -$840K | 0.05% | 79 |
|
|
2017
Q1 | $1.07M | Buy |
+6,040
| New | +$1.03M | 0.92% | 23 |
|
|
2015
Q1 | – | Sell |
-7,920
| Closed | -$1.03M | – | 129 |
|
|
2014
Q4 | $1.03M | Buy |
+7,920
| New | +$1M | 0.49% | 49 |
|
Other funds holding BA
VCM
VPM
