Independent Wealth Network’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
5,124
+263
| +5% | +$55.1K | 0.39% | 65 |
|
|
2025
Q1 | $829K | Buy |
4,861
+160
| +3% | +$27.3K | 0.33% | 82 |
|
|
2024
Q4 | $832K | Buy |
4,701
+1,226
| +35% | +$217K | 0.34% | 81 |
|
|
2024
Q3 | $528K | Buy |
3,475
+93
| +3% | +$14.1K | 0.23% | 114 |
|
|
2024
Q2 | $616K | Buy |
3,382
+368
| +12% | +$67K | 0.29% | 88 |
|
|
2024
Q1 | $582K | Buy |
3,014
+1,388
| +85% | +$268K | 0.27% | 95 |
|
|
2023
Q4 | $424K | Buy |
1,626
+322
| +25% | +$83.9K | 0.22% | 118 |
|
|
2023
Q3 | $250K | Sell |
1,304
-273
| -17% | -$52.3K | 0.15% | 158 |
|
|
2023
Q2 | $333K | Sell |
1,577
-4
| -0.3% | -$845 | 0.2% | 133 |
|
|
2023
Q1 | $336K | Sell |
1,581
-37
| -2% | -$7.86K | 0.21% | 116 |
|
|
2022
Q4 | $308K | Buy |
+1,618
| New | +$308K | 0.21% | 124 |
|
|
2022
Q2 | – | Sell |
-1,189
| Closed | -$228K | – | 191 |
|
|
2022
Q1 | $228K | Buy |
1,189
+77
| +7% | +$14.8K | 0.14% | 169 |
|
|
2021
Q4 | $224K | Hold |
1,112
| – | – | 0.14% | 177 |
|
|
2021
Q3 | $237K | Buy |
+1,112
| New | +$237K | 0.15% | 170 |
|