Carson Advisory’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
4,983
+50
| +1% | +$10.5K | 0.66% | 39 |
|
|
2025
Q1 | $841K | Buy |
4,933
+75
| +2% | +$12.8K | 0.57% | 49 |
|
|
2024
Q4 | $860K | Buy |
4,858
+140
| +3% | +$24.8K | 0.6% | 50 |
|
|
2024
Q3 | $717K | Sell |
4,718
-58
| -1% | -$8.82K | 0.45% | 66 |
|
|
2024
Q2 | $869K | Sell |
4,776
-172
| -3% | -$31.3K | 0.61% | 41 |
|
|
2024
Q1 | $955K | Buy |
4,948
+1,203
| +32% | +$232K | 0.67% | 41 |
|
|
2023
Q4 | $976K | Sell |
3,745
-50
| -1% | -$13K | 0.76% | 34 |
|
|
2023
Q3 | $727K | Sell |
3,795
-65
| -2% | -$12.5K | 0.64% | 47 |
|
|
2023
Q2 | $815K | Hold |
3,860
| – | – | 0.69% | 41 |
|
|
2023
Q1 | $820K | Buy |
3,860
+940
| +32% | +$200K | 0.73% | 40 |
|
|
2022
Q4 | $556K | Sell |
2,920
-50
| -2% | -$9.53K | 0.53% | 54 |
|
|
2022
Q3 | $360K | Hold |
2,970
| – | – | 0.4% | 68 |
|
|
2022
Q2 | $406K | Buy |
2,970
+100
| +3% | +$13.7K | 0.45% | 66 |
|
|
2022
Q1 | $550K | Hold |
2,870
| – | – | 0.55% | 53 |
|
|
2021
Q4 | $578K | Buy |
+2,870
| New | +$578K | 0.59% | 48 |
|