Jeppson 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 | $1.15M | Buy |
5,490
+110
| +2% | +$23K | 0.4% | 66 |
|
|
2025
Q1 | $917K | Sell |
5,380
-9
| -0.2% | -$1.54K | 0.34% | 78 |
|
|
2024
Q4 | $954K | Buy |
5,389
+21
| +0.4% | +$3.72K | 0.35% | 76 |
|
|
2024
Q3 | $816K | Sell |
5,368
-461
| -8% | -$70.1K | 0.29% | 82 |
|
|
2024
Q2 | $1.06M | Buy |
5,829
+449
| +8% | +$81.7K | 0.4% | 67 |
|
|
2024
Q1 | $1.04M | Buy |
5,380
+626
| +13% | +$121K | 0.4% | 66 |
|
|
2023
Q4 | $1.24M | Sell |
4,754
-38
| -0.8% | -$9.9K | 0.51% | 55 |
|
|
2023
Q3 | $918K | Sell |
4,792
-14
| -0.3% | -$2.68K | 0.42% | 64 |
|
|
2023
Q2 | $1.01M | Sell |
4,806
-325
| -6% | -$68.6K | 0.44% | 63 |
|
|
2023
Q1 | $1.09M | Sell |
5,131
-57
| -1% | -$12.1K | 0.47% | 53 |
|
|
2022
Q4 | $988K | Sell |
5,188
-381
| -7% | -$72.6K | 0.42% | 57 |
|
|
2022
Q3 | $674K | Sell |
5,569
-378
| -6% | -$45.7K | 0.31% | 73 |
|
|
2022
Q2 | $813K | Buy |
5,947
+726
| +14% | +$99.3K | 0.35% | 68 |
|
|
2022
Q1 | $999K | Buy |
5,221
+53
| +1% | +$10.1K | 0.47% | 53 |
|
|
2021
Q4 | $1.04M | Buy |
5,168
+83
| +2% | +$16.7K | 0.5% | 51 |
|
|
2021
Q3 | $1.12M | Buy |
5,085
+40
| +0.8% | +$8.79K | 0.58% | 41 |
|
|
2021
Q2 | $1.21M | Hold |
5,045
| – | – | 0.66% | 39 |
|
|
2021
Q1 | $1.29M | Sell |
5,045
-72
| -1% | -$18.3K | 0.76% | 30 |
|
|
2020
Q4 | $1.1M | Sell |
5,117
-64
| -1% | -$13.7K | 0.73% | 31 |
|
|
2020
Q3 | $856K | Buy |
+5,181
| New | +$856K | 0.67% | 37 |
|