Corient Private Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $45.4M | Sell |
216,788
-32,099
| -13% | -$6.73M | 0.05% | 278 |
|
2025
Q1 | $42.4M | Sell |
248,887
-15,180
| -6% | -$2.59M | 0.07% | 249 |
|
2024
Q4 | $46.4M | Sell |
264,067
-28,455
| -10% | -$5M | 0.08% | 235 |
|
2024
Q3 | $44.5M | Sell |
292,522
-26,822
| -8% | -$4.08M | 0.07% | 255 |
|
2024
Q2 | $58.1M | Sell |
319,344
-5,225
| -2% | -$951K | 0.1% | 201 |
|
2024
Q1 | $62.5M | Sell |
324,569
-12,161
| -4% | -$2.34M | 0.11% | 189 |
|
2023
Q4 | $87.8M | Buy |
336,730
+8,046
| +2% | +$2.1M | 0.16% | 144 |
|
2023
Q3 | $62.5M | Buy |
328,684
+9,119
| +3% | +$1.74M | 0.14% | 162 |
|
2023
Q2 | $67.5M | Buy |
319,565
+8,671
| +3% | +$1.83M | 0.16% | 147 |
|
2023
Q1 | $66.1M | Buy |
310,894
+45,979
| +17% | +$9.77M | 0.18% | 131 |
|
2022
Q4 | $50.5M | Buy |
+264,915
| New | +$50.5M | 0.18% | 135 |
|