Carmel Capital Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $956K | Sell |
4,561
-10
| -0.2% | -$2.1K | 0.34% | 66 |
|
|
2025
Q1 | $780K | Sell |
4,571
-990
| -18% | -$169K | 0.31% | 68 |
|
|
2024
Q4 | $984K | Sell |
5,561
-2,548
| -31% | -$451K | 0.4% | 55 |
|
|
2024
Q3 | $1.23M | Hold |
8,109
| – | – | 0.48% | 41 |
|
|
2024
Q2 | $1.48M | Buy |
8,109
+4,000
| +97% | +$728K | 0.62% | 31 |
|
|
2024
Q1 | $793K | Buy |
+4,109
| New | +$793K | 0.33% | 62 |
|
|
2023
Q4 | – | Sell |
-709
| Closed | -$136K | – | 192 |
|
|
2023
Q3 | $136K | Buy |
709
+549
| +343% | +$105K | 0.06% | 174 |
|
|
2023
Q2 | $33.8K | Sell |
160
-440
| -73% | -$92.9K | 0.02% | 226 |
|
|
2023
Q1 | $127K | Buy |
+600
| New | +$127K | 0.08% | 166 |
|
|
2022
Q3 | – | Sell |
-4,208
| Closed | -$575K | – | 118 |
|
|
2022
Q2 | $575K | Buy |
+4,208
| New | +$575K | 0.54% | 58 |
|