Carolinas Wealth Consulting’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-471
| Closed | -$80.3K | – | 79 |
|
2025
Q1 | $80.3K | Sell |
471
-5
| -1% | -$853 | 0.02% | 278 |
|
2024
Q4 | $84.3K | Buy |
476
+1
| +0.2% | +$177 | 0.02% | 276 |
|
2024
Q3 | $72.2K | Buy |
475
+8
| +2% | +$1.22K | 0.01% | 313 |
|
2024
Q2 | $85K | Buy |
467
+5
| +1% | +$910 | 0.02% | 282 |
|
2024
Q1 | $89.2K | Hold |
462
| – | – | 0.02% | 281 |
|
2023
Q4 | $120K | Hold |
462
| – | – | 0.03% | 210 |
|
2023
Q3 | $86.3K | Buy |
462
+117
| +34% | +$21.9K | 0.02% | 232 |
|
2023
Q2 | $72.9K | Buy |
345
+169
| +96% | +$35.7K | 0.01% | 301 |
|
2023
Q1 | $37.4K | Hold |
176
| – | – | 0.01% | 404 |
|
2022
Q4 | $33.5K | Buy |
176
+6
| +4% | +$1.14K | 0.01% | 409 |
|
2022
Q3 | $21K | Sell |
170
-111
| -40% | -$13.7K | 0.01% | 435 |
|
2022
Q2 | $38K | Sell |
281
-112
| -28% | -$15.1K | 0.01% | 364 |
|
2022
Q1 | $75K | Buy |
393
+112
| +40% | +$21.4K | 0.02% | 288 |
|
2021
Q4 | $57K | Sell |
281
-55
| -16% | -$11.2K | 0.01% | 345 |
|
2021
Q3 | $74K | Hold |
336
| – | – | 0.02% | 278 |
|
2021
Q2 | $80K | Sell |
336
-486
| -59% | -$116K | 0.02% | 297 |
|
2021
Q1 | $209K | Buy |
822
+29
| +4% | +$7.37K | 0.05% | 159 |
|
2020
Q4 | $170K | Buy |
793
+124
| +19% | +$26.6K | 0.05% | 165 |
|
2020
Q3 | $111K | Buy |
669
+6
| +0.9% | +$996 | 0.04% | 186 |
|
2020
Q2 | $122K | Buy |
+663
| New | +$122K | 0.05% | 133 |
|