Laidlaw Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,599
| Closed | -$938K | – | 178 |
|
|
2023
Q4 | $938K | Sell |
3,599
-200
| -5% | -$52.1K | 0.34% | 86 |
|
|
2023
Q3 | $728K | Sell |
3,799
-678
| -15% | -$130K | 0.24% | 102 |
|
|
2023
Q2 | $945K | Buy |
4,477
+88
| +2% | +$18.6K | 0.18% | 127 |
|
|
2023
Q1 | $932K | Buy |
4,389
+113
| +3% | +$24K | 0.19% | 129 |
|
|
2022
Q4 | $815K | Sell |
4,276
-501
| -10% | -$95.4K | 0.17% | 145 |
|
|
2022
Q3 | $578K | Sell |
4,777
-16
| -0.3% | -$1.94K | 0.14% | 162 |
|
|
2022
Q2 | $655K | Sell |
4,793
-1,258
| -21% | -$172K | 0.13% | 167 |
|
|
2022
Q1 | $1.16M | Sell |
6,051
-363
| -6% | -$69.5K | 0.19% | 128 |
|
|
2021
Q4 | $1.29M | Sell |
6,414
-3,730
| -37% | -$751K | 0.21% | 124 |
|
|
2021
Q3 | $2.23M | Buy |
10,144
+208
| +2% | +$45.7K | 0.57% | 44 |
|
|
2021
Q2 | $2.38M | Buy |
9,936
+250
| +3% | +$59.9K | 0.61% | 43 |
|
|
2021
Q1 | $2.47M | Buy |
9,686
+1,877
| +24% | +$478K | 0.84% | 34 |
|
|
2020
Q4 | $1.67M | Sell |
7,809
-686
| -8% | -$147K | 0.35% | 76 |
|
|
2020
Q3 | $1.4M | Sell |
8,495
-695
| -8% | -$115K | 0.62% | 53 |
|
|
2020
Q2 | $1.69M | Buy |
9,190
+1,210
| +15% | +$222K | 0.88% | 32 |
|
|
2020
Q1 | $1.19M | Buy |
7,980
+959
| +14% | +$143K | 0.78% | 44 |
|
|
2019
Q4 | $2.29M | Buy |
+7,021
| New | +$2.29M | 1.45% | 8 |
|