Golden State 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 | $998K | Sell |
4,764
-486
| -9% | -$102K | 0.12% | 141 |
|
|
2025
Q1 | $896K | Buy |
5,250
+1,454
| +38% | +$248K | 0.13% | 134 |
|
|
2024
Q4 | $672K | Buy |
+3,796
| New | +$672K | 0.1% | 162 |
|
|
2022
Q1 | $823K | Sell |
4,297
-215
| -5% | -$41.2K | 0.16% | 127 |
|
|
2021
Q4 | $908K | Sell |
4,512
-195
| -4% | -$39.2K | 0.16% | 133 |
|
|
2021
Q3 | $1.04M | Sell |
4,707
-187
| -4% | -$41.1K | 0.23% | 83 |
|
|
2021
Q2 | $1.17M | Sell |
4,894
-208
| -4% | -$49.8K | 0.26% | 80 |
|
|
2021
Q1 | $1.3M | Buy |
5,102
+41
| +0.8% | +$10.4K | 0.43% | 43 |
|
|
2020
Q4 | $1.08M | Buy |
5,061
+541
| +12% | +$116K | 0.31% | 59 |
|
|
2020
Q3 | $747K | Sell |
4,520
-74
| -2% | -$12.2K | 0.25% | 68 |
|
|
2020
Q2 | $842K | Buy |
4,594
+431
| +10% | +$79K | 0.27% | 63 |
|
|
2020
Q1 | $621K | Buy |
4,163
+3,026
| +266% | +$451K | 0.27% | 61 |
|
|
2019
Q4 | $371K | Sell |
1,137
-3,857
| -77% | -$1.26M | 0.07% | 34 |
|
|
2019
Q3 | $1.9M | Sell |
4,994
-588
| -11% | -$224K | 0.63% | 32 |
|
|
2019
Q2 | $2.03M | Buy |
5,582
+1,138
| +26% | +$414K | 0.64% | 28 |
|
|
2019
Q1 | $1.7M | Buy |
+4,444
| New | +$1.7M | 0.57% | 40 |
|