CreativeOne 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 | $1.63M | Buy |
7,765
+1,675
| +28% | +$351K | 0.04% | 396 |
|
|
2025
Q1 | $1.04M | Sell |
6,090
-913
| -13% | -$156K | 0.03% | 472 |
|
|
2024
Q4 | $1.24M | Buy |
7,003
+1,092
| +18% | +$193K | 0.04% | 406 |
|
|
2024
Q3 | $899K | Buy |
5,911
+298
| +5% | +$45.3K | 0.03% | 462 |
|
|
2024
Q2 | $1.02M | Buy |
5,613
+263
| +5% | +$47.9K | 0.05% | 323 |
|
|
2024
Q1 | $1.03M | Buy |
5,350
+958
| +22% | +$185K | 0.04% | 371 |
|
|
2023
Q4 | $1.15M | Sell |
4,392
-1,503
| -25% | -$392K | 0.07% | 231 |
|
|
2023
Q3 | $1.13M | Sell |
5,895
-1,021
| -15% | -$196K | 0.08% | 222 |
|
|
2023
Q2 | $1.46M | Sell |
6,916
-224
| -3% | -$47.3K | 0.07% | 260 |
|
|
2023
Q1 | $1.52M | Buy |
7,140
+1,167
| +20% | +$248K | 0.07% | 240 |
|
|
2022
Q4 | $1.14M | Sell |
5,973
-173
| -3% | -$33K | 0.06% | 262 |
|
|
2022
Q3 | $745K | Sell |
6,146
-1,032
| -14% | -$125K | 0.04% | 320 |
|
|
2022
Q2 | $981K | Buy |
7,178
+222
| +3% | +$30.3K | 0.05% | 265 |
|
|
2022
Q1 | $1.33M | Sell |
6,956
-169
| -2% | -$32.4K | 0.07% | 226 |
|
|
2021
Q4 | $1.43M | Buy |
7,125
+936
| +15% | +$188K | 0.07% | 237 |
|
|
2021
Q3 | $1.36M | Buy |
6,189
+947
| +18% | +$208K | 0.08% | 218 |
|
|
2021
Q2 | $1.26M | Sell |
5,242
-1,943
| -27% | -$466K | 0.08% | 214 |
|
|
2021
Q1 | $1.83M | Sell |
7,185
-144
| -2% | -$36.7K | 0.14% | 132 |
|
|
2020
Q4 | $1.57M | Buy |
7,329
+4,259
| +139% | +$912K | 0.13% | 128 |
|
|
2020
Q3 | $507K | Buy |
3,070
+83
| +3% | +$13.7K | 0.07% | 167 |
|
|
2020
Q2 | $547K | Buy |
2,987
+950
| +47% | +$174K | 0.09% | 124 |
|
|
2020
Q1 | $304K | Sell |
2,037
-134
| -6% | -$20K | 0.06% | 150 |
|
|
2019
Q4 | $708K | Buy |
2,171
+42
| +2% | +$13.7K | 0.12% | 86 |
|
|
2019
Q3 | $810K | Buy |
2,129
+42
| +2% | +$16K | 0.16% | 71 |
|
|
2019
Q2 | $760K | Buy |
+2,087
| New | +$760K | 0.16% | 71 |
|