Charter Oak Capital Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $391K | Buy |
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|
2025
Q2 | $380K | Sell |
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|
2025
Q1 | $316K | Sell |
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|
2024
Q4 | $343K | Sell |
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|
2024
Q3 | $331K | Sell |
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|
2024
Q2 | $424K | Sell |
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|
2024
Q1 | $470K | Buy |
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|
2023
Q4 | $595K | Sell |
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|
2023
Q3 | $454K | Sell |
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|
2023
Q2 | $512K | Hold |
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|
2023
Q1 | $515K | Sell |
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|
2022
Q4 | $469K | Buy |
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|
2022
Q3 | $259K | Buy |
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|
2022
Q2 | $175K | Hold |
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|
2022
Q1 | $246K | Sell |
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|
2021
Q4 | $283K | Sell |
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|
2021
Q3 | $315K | Buy |
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|
2021
Q2 | $331K | Sell |
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|
2021
Q1 | $363K | Sell |
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|
2020
Q4 | $313K | Buy |
|