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