Executive Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $329K | Buy |
1,861
+127
| +7% | +$22.5K | 0.03% | 202 |
|
|
2024
Q3 | $264K | Buy |
+1,734
| New | +$264K | 0.02% | 232 |
|
|
2024
Q2 | – | Sell |
-1,638
| Closed | -$310K | – | 136 |
|
|
2024
Q1 | $310K | Sell |
1,638
-62
| -4% | -$11.7K | 0.03% | 192 |
|
|
2023
Q4 | $443K | Buy |
1,700
+12
| +0.7% | +$3.13K | 0.04% | 148 |
|
|
2023
Q3 | $324K | Sell |
1,688
-76
| -4% | -$14.6K | 0.03% | 159 |
|
|
2023
Q2 | $373K | Sell |
1,764
-57
| -3% | -$12K | 0.04% | 146 |
|
|
2023
Q1 | $387K | Sell |
1,821
-65
| -3% | -$13.8K | 0.04% | 147 |
|
|
2022
Q4 | $359K | Buy |
1,886
+1,658
| +727% | +$316K | 0.04% | 148 |
|
|
2022
Q3 | $228 | Sell |
228
-1,690
| -88% | -$1.69K | 0.03% | 165 |
|
|
2022
Q2 | $262K | Buy |
1,918
+82
| +4% | +$11.2K | 0.04% | 153 |
|
|
2022
Q1 | $351K | Sell |
1,836
-27
| -1% | -$5.16K | 0.04% | 154 |
|
|
2021
Q4 | $375K | Buy |
1,863
+35
| +2% | +$7.05K | 0.04% | 153 |
|
|
2021
Q3 | $402K | Sell |
1,828
-184
| -9% | -$40.5K | 0.04% | 143 |
|
|
2021
Q2 | $482K | Buy |
2,012
+53
| +3% | +$12.7K | 0.05% | 137 |
|
|
2021
Q1 | $499K | Buy |
1,959
+101
| +5% | +$25.7K | 0.06% | 132 |
|
|
2020
Q4 | $397K | Buy |
1,858
+157
| +9% | +$33.5K | 0.05% | 130 |
|
|
2020
Q3 | $281K | Sell |
1,701
-231
| -12% | -$38.2K | 0.04% | 129 |
|
|
2020
Q2 | $354K | Buy |
1,932
+145
| +8% | +$26.6K | 0.05% | 110 |
|
|
2020
Q1 | $266K | Buy |
1,787
+221
| +14% | +$32.9K | 0.05% | 105 |
|
|
2019
Q4 | $510K | Buy |
+1,566
| New | +$510K | 0.07% | 116 |
|
|
2019
Q3 | – | Sell |
-1,556
| Closed | -$566K | – | 183 |
|
|
2019
Q2 | $566K | Sell |
1,556
-163
| -9% | -$59.3K | 0.08% | 123 |
|
|
2019
Q1 | $656K | Buy |
1,719
+1,051
| +157% | +$401K | 0.12% | 107 |
|
|
2018
Q4 | $215K | Buy |
+668
| New | +$215K | 0.04% | 143 |
|