DWM
Dogwood Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.4K | Buy |
240
+56
| +30% | +$12.2K | 0.03% | 120 |
|
|
2025
Q1 | $31.4K | Buy |
184
+5
| +3% | +$853 | 0.02% | 134 |
|
|
2024
Q4 | $31.7K | Buy |
179
+112
| +167% | +$19.8K | 0.02% | 135 |
|
|
2024
Q3 | $10.2K | Hold |
67
| – | – | 0.01% | 162 |
|
|
2024
Q2 | $12.2K | Hold |
67
| – | – | 0.01% | 162 |
|
|
2024
Q1 | $12.9K | Hold |
67
| – | – | 0.01% | 175 |
|
|
2023
Q4 | $17.5K | Buy |
+67
| New | +$17.5K | 0.01% | 151 |
|