Connecticut Wealth Management’s Boeing BA Stock Holding History

Connecticut Wealth Management’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$363K	Sell	1,733 -512	-23%	-$107K	0.02%	240
2025 Q1	$383K	Sell	2,245 -402	-15%	-$68.6K	0.02%	232
2024 Q4	$468K	Sell	2,647 -469	-15%	-$83K	0.02%	192
2024 Q3	$474K	Sell	3,116 -304	-9%	-$46.2K	0.02%	223
2024 Q2	$622K	Sell	3,420 -25	-0.7%	-$4.55K	0.03%	198
2024 Q1	$665K	Buy	3,445 +611	+22%	+$118K	0.04%	186
2023 Q4	$739K	Buy	2,834 +57	+2%	+$14.9K	0.04%	174
2023 Q3	$532K	Buy	2,777 +3	+0.1%	+$575	0.04%	167
2023 Q2	$586K	Sell	2,774 -275	-9%	-$58.1K	0.04%	137
2023 Q1	$648K	Sell	3,049 -329	-10%	-$69.9K	0.05%	119
2022 Q4	$643K	Buy	3,378 +853	+34%	+$162K	0.05%	107
2022 Q3	$306K	Sell	2,525 -343	-12%	-$41.6K	0.03%	145
2022 Q2	$392K	Buy	2,868 +252	+10%	+$34.4K	0.03%	131
2022 Q1	$501K	Hold	2,616	–	–	0.04%	122
2021 Q4	$527K	Buy	2,616 +2	+0.1%	+$403	0.04%	120
2021 Q3	$575K	Sell	2,614 -1,102	-30%	-$242K	0.05%	112
2021 Q2	$890K	Sell	3,716 -478	-11%	-$114K	0.08%	88
2021 Q1	$1.07M	Sell	4,194 -500	-11%	-$127K	0.1%	65
2020 Q4	$1.01M	Buy	4,694 +186	+4%	+$39.8K	0.11%	74
2020 Q3	$745K	Sell	4,508 -687	-13%	-$114K	0.08%	98
2020 Q2	$952K	Sell	5,195 -155	-3%	-$28.4K	0.12%	64
2020 Q1	$798K	Sell	5,350 -219	-4%	-$32.7K	0.12%	74
2019 Q4	$1.81M	Buy	5,569 +102	+2%	+$33.2K	0.2%	59
2019 Q3	$2.08M	Buy	5,467 +11	+0.2%	+$4.19K	0.26%	51
2019 Q2	$1.99M	Buy	5,456 +149	+3%	+$54.2K	0.25%	54
2019 Q1	$2.02M	Buy	5,307 +359	+7%	+$137K	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	$1.6M	Sell	4,948 -34	-0.7%	-$11K	0.9%	11
2017 Q4	$1.55M	Sell	4,982 -1,470	-23%	-$456K	0.83%	11
2017 Q3	$1.67M	Hold	6,452	–	–	0.98%	10
2017 Q2	$1.32M	Sell	6,452 -500	-7%	-$102K	0.8%	14
2017 Q1	$1.23M	Sell	6,952 -645	-8%	-$114K	0.75%	18
2016 Q4	$1.21M	Sell	7,597 -3	-0%	-$478	0.77%	15
2016 Q3	$1.01M	Buy	+7,600	New	+$1.01M	0.72%	18