Connecticut 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 | $243K | Sell |
1,222
-285
| -19% | -$64.9K | 0.01% | 304 |
|
|
2025
Q4 | $327K | Sell |
1,507
-11
| -0.7% | -$2.26K | 0.01% | 258 |
|
|
2025
Q3 | $328K | Sell |
1,518
-215
| -12% | -$48.5K | 0.01% | 264 |
|
|
2025
Q2 | $363K | Sell |
1,733
-512
| -23% | -$96.7K | 0.02% | 240 |
|
|
2025
Q1 | $383K | Sell |
2,245
-402
| -15% | -$69.6K | 0.02% | 232 |
|
|
2024
Q4 | $468K | Sell |
2,647
-469
| -15% | -$73.6K | 0.02% | 192 |
|
|
2024
Q3 | $474K | Sell |
3,116
-304
| -9% | -$52.1K | 0.02% | 223 |
|
|
2024
Q2 | $622K | Sell |
3,420
-25
| -0.7% | -$4.46K | 0.03% | 198 |
|
|
2024
Q1 | $665K | Buy |
3,445
+611
| +22% | +$126K | 0.04% | 186 |
|
|
2023
Q4 | $739K | Buy |
2,834
+57
| +2% | +$12.2K | 0.04% | 174 |
|
|
2023
Q3 | $532K | Buy |
2,777
+3
| +0.1% | +$656 | 0.04% | 167 |
|
|
2023
Q2 | $586K | Sell |
2,774
-275
| -9% | -$57.1K | 0.04% | 137 |
|
|
2023
Q1 | $648K | Sell |
3,049
-329
| -10% | -$68.4K | 0.05% | 119 |
|
|
2022
Q4 | $643K | Buy |
3,378
+853
| +34% | +$140K | 0.05% | 107 |
|
|
2022
Q3 | $306K | Sell |
2,525
-343
| -12% | -$52.6K | 0.03% | 145 |
|
|
2022
Q2 | $392K | Buy |
2,868
+252
| +10% | +$37.2K | 0.03% | 131 |
|
|
2022
Q1 | $501K | Hold |
2,616
| – | – | 0.04% | 122 |
|
|
2021
Q4 | $527K | Buy |
2,616
+2
| +0.1% | +$423 | 0.04% | 120 |
|
|
2021
Q3 | $575K | Sell |
2,614
-1,102
| -30% | -$246K | 0.05% | 112 |
|
|
2021
Q2 | $890K | Sell |
3,716
-478
| -11% | -$116K | 0.08% | 88 |
|
|
2021
Q1 | $1.07M | Sell |
4,194
-500
| -11% | -$111K | 0.1% | 65 |
|
|
2020
Q4 | $1M | Buy |
4,694
+186
| +4% | +$35.8K | 0.11% | 74 |
|
|
2020
Q3 | $745K | Sell |
4,508
-687
| -13% | -$117K | 0.08% | 98 |
|
|
2020
Q2 | $952K | Sell |
5,195
-155
| -3% | -$23.8K | 0.12% | 64 |
|
|
2020
Q1 | $798K | Sell |
5,350
-219
| -4% | -$59.9K | 0.12% | 74 |
|
|
2019
Q4 | $1.81M | Buy |
5,569
+102
| +2% | +$36.1K | 0.2% | 59 |
|
|
2019
Q3 | $2.08M | Buy |
5,467
+11
| +0.2% | +$3.93K | 0.26% | 51 |
|
|
2019
Q2 | $1.99M | Buy |
5,456
+149
| +3% | +$54.3K | 0.25% | 54 |
|
|
2019
Q1 | $2.02M | Buy |
5,307
+359
| +7% | +$138K | 0.69% | 16 |
|
|
2018
Q4 | $1.6M | Hold |
4,948
| – | – | 0.69% | 17 |
|
|
2018
Q3 | $1.89M | Hold |
4,948
| – | – | 0.84% | 13 |
|
|
2018
Q2 | $1.66M | Hold |
4,948
| – | – | 0.8% | 12 |
|
|
2018
Q1 | $1.59M | Sell |
4,948
-34
| -0.7% | -$11.5K | 0.9% | 11 |
|
|
2017
Q4 | $1.54M | Sell |
4,982
-1,470
| -23% | -$398K | 0.83% | 11 |
|
|
2017
Q3 | $1.67M | Hold |
6,452
| – | – | 0.98% | 10 |
|
|
2017
Q2 | $1.32M | Sell |
6,452
-500
| -7% | -$93.1K | 0.8% | 14 |
|
|
2017
Q1 | $1.23M | Sell |
6,952
-645
| -8% | -$110K | 0.75% | 18 |
|
|
2016
Q4 | $1.21M | Sell |
7,597
-3
| -0% | -$438 | 0.77% | 15 |
|
|
2016
Q3 | $1M | Buy |
+7,600
| New | +$1M | 0.72% | 18 |
|
Other funds holding BA
VCM
VPM
