Core Wealth Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Sell |
14,259
-1
| -0% | -$210 | 1.52% | 12 |
|
|
2025
Q1 | $2.43M | Buy |
14,260
+80
| +0.6% | +$13.6K | 1.41% | 17 |
|
|
2024
Q4 | $2.51M | Sell |
14,180
-309
| -2% | -$54.7K | 1.44% | 13 |
|
|
2024
Q3 | $2.2M | Sell |
14,489
-220
| -1% | -$33.4K | 1.34% | 16 |
|
|
2024
Q2 | $2.68M | Buy |
14,709
+858
| +6% | +$156K | 1.83% | 12 |
|
|
2024
Q1 | $2.67M | Buy |
13,851
+10
| +0.1% | +$1.93K | 2.02% | 12 |
|
|
2023
Q4 | $3.61M | Buy |
13,841
+4
| +0% | +$1.04K | 2.96% | 7 |
|
|
2023
Q3 | $2.65M | Buy |
13,837
+5,210
| +60% | +$999K | 2.41% | 12 |
|
|
2023
Q2 | $1.82M | Hold |
8,627
| – | – | 1.68% | 15 |
|
|
2023
Q1 | $1.83M | Sell |
8,627
-2,167
| -20% | -$460K | 1.84% | 14 |
|
|
2022
Q4 | $614K | Buy |
+10,794
| New | +$614K | 0.69% | 40 |
|