Keudell/Morrison 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 | $736K | Sell |
3,512
-113
| -3% | -$23.7K | 0.16% | 84 |
|
|
2025
Q1 | $618K | Sell |
3,625
-388
| -10% | -$66.2K | 0.15% | 95 |
|
|
2024
Q4 | $710K | Buy |
4,013
+225
| +6% | +$39.8K | 0.19% | 85 |
|
|
2024
Q3 | $576K | Buy |
3,788
+116
| +3% | +$17.6K | 0.16% | 101 |
|
|
2024
Q2 | $668K | Buy |
3,672
+239
| +7% | +$43.5K | 0.2% | 93 |
|
|
2024
Q1 | $663K | Buy |
3,433
+240
| +8% | +$46.3K | 0.2% | 91 |
|
|
2023
Q4 | $832K | Sell |
3,193
-78
| -2% | -$20.3K | 0.27% | 74 |
|
|
2023
Q3 | $627K | Sell |
3,271
-62
| -2% | -$11.9K | 0.19% | 82 |
|
|
2023
Q2 | $704K | Hold |
3,333
| – | – | 0.2% | 79 |
|
|
2023
Q1 | $708K | Hold |
3,333
| – | – | 0.21% | 80 |
|
|
2022
Q4 | $635K | Sell |
3,333
-164
| -5% | -$31.2K | 0.2% | 85 |
|
|
2022
Q3 | $423K | Sell |
3,497
-51
| -1% | -$6.17K | 0.16% | 98 |
|
|
2022
Q2 | $485K | Sell |
3,548
-17
| -0.5% | -$2.32K | 0.18% | 97 |
|
|
2022
Q1 | $683K | Sell |
3,565
-150
| -4% | -$28.7K | 0.29% | 82 |
|
|
2021
Q4 | $748K | Buy |
3,715
+100
| +3% | +$20.1K | 0.3% | 75 |
|
|
2021
Q3 | $795K | Hold |
3,615
| – | – | 0.34% | 68 |
|
|
2021
Q2 | $866K | Sell |
3,615
-68
| -2% | -$16.3K | 0.47% | 65 |
|
|
2021
Q1 | $938K | Sell |
3,683
-7
| -0.2% | -$1.78K | 0.54% | 56 |
|
|
2020
Q4 | $790K | Sell |
3,690
-633
| -15% | -$136K | 0.5% | 66 |
|
|
2020
Q3 | $714K | Sell |
4,323
-650
| -13% | -$107K | 0.46% | 63 |
|
|
2020
Q2 | $912K | Buy |
4,973
+76
| +2% | +$13.9K | 0.75% | 41 |
|
|
2020
Q1 | $730K | Sell |
4,897
-243
| -5% | -$36.2K | 0.71% | 52 |
|
|
2019
Q4 | $1.67M | Sell |
5,140
-24
| -0.5% | -$7.82K | 1.16% | 20 |
|
|
2019
Q3 | $1.97M | Hold |
5,164
| – | – | 1.62% | 12 |
|
|
2019
Q2 | $1.71M | Buy |
5,164
+71
| +1% | +$23.5K | 1.5% | 17 |
|
|
2019
Q1 | $1.94M | Buy |
+5,093
| New | +$1.94M | 1.71% | 14 |
|