Impact Partnership Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $364K | Buy |
1,739
+301
| +21% | +$63.1K | 0.07% | 189 |
|
2025
Q1 | $245K | Buy |
1,438
+277
| +24% | +$47.2K | 0.05% | 198 |
|
2024
Q4 | $205K | Buy |
+1,161
| New | +$205K | 0.04% | 273 |
|
2024
Q3 | – | Sell |
-1,158
| Closed | -$211K | – | 242 |
|
2024
Q2 | $211K | Buy |
1,158
+113
| +11% | +$20.6K | 0.06% | 202 |
|
2024
Q1 | $202K | Hold |
1,045
| – | – | 0.08% | 172 |
|
2023
Q4 | $272K | Sell |
1,045
-3,223
| -76% | -$840K | 0.1% | 126 |
|
2023
Q3 | $818K | Buy |
4,268
+3,117
| +271% | +$597K | 0.25% | 46 |
|
2023
Q2 | $243K | Buy |
+1,151
| New | +$243K | 0.08% | 150 |
|