KWB Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
2,037
+268
| +15% | +$45.7K | 0.04% | 112 |
|
|
2025
Q1 | $313K | Buy |
+1,769
| New | +$313K | 0.04% | 121 |
|
|
2024
Q4 | – | Sell |
-2,106
| Closed | -$383K | – | 142 |
|
|
2024
Q3 | $383K | Hold |
2,106
| – | – | 0.05% | 97 |
|
|
2024
Q2 | $406K | Hold |
2,106
| – | – | 0.06% | 87 |
|
|
2024
Q1 | $406K | Buy |
2,106
+39
| +2% | +$7.53K | 0.05% | 87 |
|
|
2023
Q4 | $539K | Buy |
2,067
+21
| +1% | +$5.47K | 0.08% | 74 |
|
|
2023
Q3 | $432K | Sell |
2,046
-268
| -12% | -$56.6K | 0.07% | 82 |
|
|
2023
Q2 | $489K | Buy |
2,314
+93
| +4% | +$19.6K | 0.08% | 75 |
|
|
2023
Q1 | $423K | Buy |
2,221
+294
| +15% | +$56K | 0.08% | 80 |
|
|
2022
Q4 | $367K | Sell |
1,927
-294
| -13% | -$56K | 0.07% | 83 |
|
|
2022
Q3 | $269K | Sell |
2,221
-45
| -2% | -$5.45K | 0.05% | 88 |
|
|
2022
Q2 | $310K | Buy |
2,266
+9
| +0.4% | +$1.23K | 0.06% | 84 |
|
|
2022
Q1 | $454K | Hold |
2,257
| – | – | 0.08% | 61 |
|
|
2021
Q4 | $454K | Hold |
2,257
| – | – | 0.08% | 61 |
|
|
2021
Q3 | $496K | Hold |
2,257
| – | – | 0.09% | 55 |
|
|
2021
Q2 | $575K | Hold |
2,257
| – | – | 0.11% | 48 |
|
|
2021
Q1 | $575K | Sell |
2,257
-222
| -9% | -$56.6K | 0.11% | 48 |
|
|
2020
Q4 | $531K | Buy |
+2,479
| New | +$531K | 0.11% | 49 |
|