JGP 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 | $393K | Buy |
1,874
+205
| +12% | +$43K | 0.05% | 148 |
|
|
2025
Q1 | $285K | Sell |
1,669
-22
| -1% | -$3.75K | 0.04% | 160 |
|
|
2024
Q4 | $299K | Buy |
1,691
+293
| +21% | +$51.9K | 0.04% | 152 |
|
|
2024
Q3 | $213K | Buy |
1,398
+220
| +19% | +$33.4K | 0.03% | 171 |
|
|
2024
Q2 | $214K | Buy |
+1,178
| New | +$214K | 0.03% | 164 |
|
|
2021
Q3 | – | Sell |
-901
| Closed | -$216K | – | 156 |
|
|
2021
Q2 | $216K | Hold |
901
| – | – | 0.05% | 148 |
|
|
2021
Q1 | $230K | Buy |
+901
| New | +$230K | 0.05% | 138 |
|
|
2020
Q3 | – | Sell |
-1,505
| Closed | -$271K | – | 134 |
|
|
2020
Q2 | $271K | Sell |
1,505
-39
| -3% | -$7.02K | 0.08% | 107 |
|
|
2020
Q1 | $227K | Buy |
1,544
+573
| +59% | +$84.2K | 0.08% | 113 |
|
|
2019
Q4 | $324K | Buy |
971
+238
| +32% | +$79.4K | 0.1% | 107 |
|
|
2019
Q3 | $269K | Buy |
+733
| New | +$269K | 0.09% | 110 |
|