KWB Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $408K | Sell |
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|
2025
Q2 | $347K | Buy |
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|
2025
Q1 | $313K | Buy |
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $383K | Hold |
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|
2024
Q2 | $406K | Hold |
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|
2024
Q1 | $406K | Buy |
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|
2023
Q4 | $539K | Buy |
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|
2023
Q3 | $432K | Sell |
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|
2023
Q2 | $489K | Buy |
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|
2023
Q1 | $423K | Buy |
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $269K | Sell |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $454K | Hold |
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|
2021
Q4 | $454K | Hold |
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|
2021
Q3 | $496K | Hold |
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|
2021
Q2 | $575K | Hold |
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|
2021
Q1 | $575K | Sell |
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|
2020
Q4 | $531K | Buy |
|