Gitterman Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Buy |
+691
| New | +$145K | 0.03% | 200 |
|
|
2025
Q1 | – | Sell |
-1,501
| Closed | -$266K | – | 136 |
|
|
2024
Q4 | $266K | Buy |
1,501
+4
| +0.3% | +$708 | 0.11% | 84 |
|
|
2024
Q3 | $228K | Hold |
1,497
| – | – | 0.09% | 102 |
|
|
2024
Q2 | $272K | Buy |
1,497
+400
| +36% | +$72.8K | 0.11% | 69 |
|
|
2024
Q1 | $212K | Sell |
1,097
-300
| -21% | -$57.9K | 0.08% | 88 |
|
|
2023
Q4 | $364K | Hold |
1,397
| – | – | 0.16% | 39 |
|
|
2023
Q3 | $268K | Sell |
1,397
-15
| -1% | -$2.88K | 0.13% | 42 |
|
|
2023
Q2 | $298K | Hold |
1,412
| – | – | 0.14% | 42 |
|
|
2023
Q1 | $300K | Hold |
1,412
| – | – | 0.14% | 34 |
|
|
2022
Q4 | $269K | Buy |
+1,412
| New | +$269K | 0.13% | 38 |
|
|
2022
Q2 | – | Sell |
-1,350
| Closed | -$259K | – | 75 |
|
|
2022
Q1 | $259K | Buy |
1,350
+91
| +7% | +$17.5K | 0.21% | 63 |
|
|
2021
Q4 | $253K | Sell |
1,259
-65
| -5% | -$13.1K | 0.19% | 69 |
|
|
2021
Q3 | $291K | Hold |
1,324
| – | – | 0.23% | 45 |
|
|
2021
Q2 | $317K | Hold |
1,324
| – | – | 0.26% | 39 |
|
|
2021
Q1 | $337K | Buy |
+1,324
| New | +$337K | 0.22% | 37 |
|