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