Charter Oak Capital 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 | $380K | Sell |
1,812
-41
| -2% | -$8.59K | 0.03% | 142 |
|
|
2025
Q1 | $316K | Sell |
1,853
-83
| -4% | -$14.2K | 0.03% | 142 |
|
|
2024
Q4 | $343K | Sell |
1,936
-242
| -11% | -$42.8K | 0.03% | 131 |
|
|
2024
Q3 | $331K | Sell |
2,178
-153
| -7% | -$23.3K | 0.03% | 140 |
|
|
2024
Q2 | $424K | Sell |
2,331
-106
| -4% | -$19.3K | 0.04% | 116 |
|
|
2024
Q1 | $470K | Buy |
2,437
+156
| +7% | +$30.1K | 0.05% | 115 |
|
|
2023
Q4 | $595K | Sell |
2,281
-87
| -4% | -$22.7K | 0.07% | 90 |
|
|
2023
Q3 | $454K | Sell |
2,368
-55
| -2% | -$10.5K | 0.06% | 106 |
|
|
2023
Q2 | $512K | Hold |
2,423
| – | – | 0.07% | 105 |
|
|
2023
Q1 | $515K | Sell |
2,423
-40
| -2% | -$8.5K | 0.07% | 100 |
|
|
2022
Q4 | $469K | Buy |
2,463
+326
| +15% | +$62.1K | 0.07% | 102 |
|
|
2022
Q3 | $259K | Buy |
2,137
+855
| +67% | +$104K | 0.04% | 139 |
|
|
2022
Q2 | $175K | Hold |
1,282
| – | – | 0.02% | 186 |
|
|
2022
Q1 | $246K | Sell |
1,282
-123
| -9% | -$23.6K | 0.03% | 166 |
|
|
2021
Q4 | $283K | Sell |
1,405
-25
| -2% | -$5.04K | 0.03% | 158 |
|
|
2021
Q3 | $315K | Buy |
1,430
+47
| +3% | +$10.4K | 0.04% | 139 |
|
|
2021
Q2 | $331K | Sell |
1,383
-40
| -3% | -$9.57K | 0.04% | 134 |
|
|
2021
Q1 | $363K | Sell |
1,423
-40
| -3% | -$10.2K | 0.05% | 124 |
|
|
2020
Q4 | $313K | Buy |
+1,463
| New | +$313K | 0.05% | 127 |
|