Centric Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $229K | Buy |
+1,033
| New | +$235K | 0.05% | 184 |
|
|
2025
Q4 | – | Sell |
-2,917
| Closed | -$586K | – | 195 |
|
|
2025
Q3 | $586K | Buy |
2,917
+1,831
| +169% | +$413K | 0.13% | 115 |
|
|
2025
Q2 | $249K | Sell |
1,086
-157
| -13% | -$29.7K | 0.06% | 162 |
|
|
2025
Q1 | $212K | Hold |
1,243
| – | – | 0.06% | 162 |
|
|
2024
Q4 | $220K | Sell |
1,243
-5,000
| -80% | -$785K | 0.06% | 157 |
|
|
2024
Q3 | $919K | Buy |
6,243
+4,891
| +362% | +$839K | 0.24% | 83 |
|
|
2024
Q2 | $253K | Buy |
+1,352
| New | +$241K | 0.07% | 143 |
|
|
2023
Q1 | – | Sell |
-2,195
| Closed | -$418K | – | 106 |
|
|
2022
Q4 | $418K | Hold |
2,195
| – | – | 0.21% | 69 |
|
|
2022
Q3 | $266K | Sell |
2,195
-5
| -0.2% | -$767 | 0.11% | 102 |
|
|
2022
Q2 | $301K | Sell |
2,200
-25
| -1% | -$3.69K | 0.11% | 106 |
|
|
2022
Q1 | $426K | Buy |
2,225
+123
| +6% | +$24.7K | 0.13% | 106 |
|
|
2021
Q4 | $423K | Sell |
2,102
-106
| -5% | -$22.4K | 0.14% | 105 |
|
|
2021
Q3 | $486K | Sell |
2,208
-10
| -0.5% | -$2.23K | 0.18% | 95 |
|
|
2021
Q2 | $531K | Sell |
2,218
-34
| -2% | -$8.22K | 0.18% | 93 |
|
|
2021
Q1 | $574K | Buy |
2,252
+92
| +4% | +$20.4K | 0.16% | 124 |
|
|
2020
Q4 | $462K | Buy |
2,160
+1,486
| +220% | +$286K | 0.14% | 127 |
|
|
2020
Q3 | $248K | Sell |
674
-1,431
| -68% | -$244K | 0.19% | 90 |
|
|
2020
Q2 | $386K | Buy |
2,105
+1,431
| +212% | +$220K | 0.2% | 93 |
|
|
2020
Q1 | $248K | Buy |
+674
| New | +$184K | 0.19% | 90 |
|
|
2019
Q4 | – | Sell |
-674
| Closed | -$248K | – | 103 |
|
|
2019
Q3 | $248K | Sell |
674
-50
| -7% | -$17.9K | 0.19% | 90 |
|
|
2019
Q2 | $264K | Buy |
724
+54
| +8% | +$19.7K | 0.23% | 84 |
|
|
2019
Q1 | $256K | Sell |
670
-325
| -33% | -$125K | 0.24% | 79 |
|
|
2018
Q4 | $321K | Buy |
+995
| New | +$344K | 0.28% | 81 |
|
Other funds holding BA
VCM
VPM
