Clay Northam 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 | $306K | Sell |
1,462
-12
| -0.8% | -$2.51K | 0.2% | 64 |
|
|
2025
Q1 | $251K | Buy |
1,474
+88
| +6% | +$15K | 0.18% | 70 |
|
|
2024
Q4 | $245K | Sell |
1,386
-10
| -0.7% | -$1.77K | 0.16% | 79 |
|
|
2024
Q3 | $212K | Sell |
1,396
-30
| -2% | -$4.56K | 0.15% | 87 |
|
|
2024
Q2 | $260K | Hold |
1,426
| – | – | 0.2% | 64 |
|
|
2024
Q1 | $275K | Sell |
1,426
-10
| -0.7% | -$1.93K | 0.22% | 64 |
|
|
2023
Q4 | $374K | Hold |
1,436
| – | – | 0.33% | 50 |
|
|
2023
Q3 | $275K | Hold |
1,436
| – | – | 0.27% | 56 |
|
|
2023
Q2 | $303K | Sell |
1,436
-50
| -3% | -$10.6K | 0.29% | 55 |
|
|
2023
Q1 | $316K | Hold |
1,486
| – | – | 0.32% | 53 |
|
|
2022
Q4 | $283K | Buy |
+1,486
| New | +$283K | 0.33% | 54 |
|
|
2022
Q3 | – | Sell |
-1,501
| Closed | -$205K | – | 80 |
|
|
2022
Q2 | $205K | Hold |
1,501
| – | – | 0.26% | 74 |
|
|
2022
Q1 | $287K | Sell |
1,501
-345
| -19% | -$66K | 0.29% | 62 |
|
|
2021
Q4 | $372K | Buy |
+1,846
| New | +$372K | 0.35% | 57 |
|