CarsonAllaria Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.3K | Hold |
316
| – | – | 0.04% | 123 |
|
|
2025
Q1 | $54K | Sell |
316
-576
| -65% | -$98.4K | 0.03% | 126 |
|
|
2024
Q4 | $158K | Buy |
892
+569
| +176% | +$101K | 0.09% | 75 |
|
|
2024
Q3 | $49.2K | Hold |
323
| – | – | 0.03% | 127 |
|
|
2024
Q2 | $58.9K | Sell |
323
-25
| -7% | -$4.56K | 0.04% | 121 |
|
|
2024
Q1 | $67.3K | Buy |
348
+25
| +8% | +$4.83K | 0.04% | 123 |
|
|
2023
Q4 | $84.3K | Hold |
323
| – | – | 0.06% | 96 |
|
|
2023
Q3 | $62K | Sell |
323
-26
| -7% | -$4.99K | 0.05% | 105 |
|
|
2023
Q2 | $73.8K | Buy |
349
+28
| +9% | +$5.92K | 0.06% | 96 |
|
|
2023
Q1 | $68.3K | Sell |
321
-50
| -13% | -$10.6K | 0.06% | 101 |
|
|
2022
Q4 | $71K | Buy |
371
+105
| +39% | +$20.1K | 0.06% | 97 |
|
|
2022
Q3 | $32K | Buy |
266
+125
| +89% | +$15K | 0.03% | 121 |
|
|
2022
Q2 | $19K | Sell |
141
-1
| -0.7% | -$135 | 0.02% | 147 |
|
|
2022
Q1 | $27K | Buy |
142
+1
| +0.7% | +$190 | 0.02% | 144 |
|
|
2021
Q4 | $28K | Buy |
+141
| New | +$28K | 0.02% | 153 |
|