Global Wealth Management Investment Advisory’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Buy |
+1,682
| New | +$352K | 0.07% | 124 |
|
|
2024
Q1 | – | Sell |
-642
| Closed | -$167K | – | 167 |
|
|
2023
Q4 | $167K | Hold |
642
| – | – | 0.04% | 135 |
|
|
2023
Q3 | $123K | Sell |
642
-21
| -3% | -$4.03K | 0.03% | 145 |
|
|
2023
Q2 | $140K | Buy |
+663
| New | +$140K | 0.04% | 146 |
|
|
2022
Q3 | – | Sell |
-557
| Closed | -$76K | – | 167 |
|
|
2022
Q2 | $76K | Sell |
557
-541
| -49% | -$73.8K | 0.03% | 160 |
|
|
2022
Q1 | $210K | Sell |
1,098
-297
| -21% | -$56.8K | 0.06% | 138 |
|
|
2021
Q4 | $281K | Sell |
1,395
-22
| -2% | -$4.43K | 0.08% | 130 |
|
|
2021
Q3 | $312K | Buy |
1,417
+83
| +6% | +$18.3K | 0.1% | 114 |
|
|
2021
Q2 | $320K | Buy |
1,334
+50
| +4% | +$12K | 0.11% | 106 |
|
|
2021
Q1 | $327K | Buy |
1,284
+511
| +66% | +$130K | 0.12% | 104 |
|
|
2020
Q4 | $165K | Buy |
773
+208
| +37% | +$44.4K | 0.06% | 114 |
|
|
2020
Q3 | $93K | Sell |
565
-1,100
| -66% | -$181K | 0.04% | 137 |
|
|
2020
Q2 | $305K | Buy |
1,665
+317
| +24% | +$58.1K | 0.13% | 99 |
|
|
2020
Q1 | $201K | Buy |
1,348
+132
| +11% | +$19.7K | 0.1% | 104 |
|
|
2019
Q4 | $396K | Sell |
1,216
-12
| -1% | -$3.91K | 0.17% | 87 |
|
|
2019
Q3 | $467K | Sell |
1,228
-23
| -2% | -$8.75K | 0.21% | 79 |
|
|
2019
Q2 | $455K | Sell |
1,251
-71
| -5% | -$25.8K | 0.22% | 81 |
|
|
2019
Q1 | $504K | Buy |
1,322
+48
| +4% | +$18.3K | 0.26% | 77 |
|
|
2018
Q4 | $411K | Buy |
+1,274
| New | +$411K | 0.24% | 91 |
|