Lodestone 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 | $613K | Sell |
2,923
-51
| -2% | -$10.7K | 0.3% | 83 |
|
|
2025
Q1 | $507K | Buy |
2,974
+25
| +0.8% | +$4.26K | 0.27% | 91 |
|
|
2024
Q4 | $522K | Buy |
2,949
+2
| +0.1% | +$354 | 0.26% | 89 |
|
|
2024
Q3 | $448K | Sell |
2,947
-482
| -14% | -$73.3K | 0.22% | 96 |
|
|
2024
Q2 | $624K | Sell |
3,429
-61
| -2% | -$11.1K | 0.33% | 72 |
|
|
2024
Q1 | $674K | Buy |
3,490
+19
| +0.5% | +$3.67K | 0.35% | 70 |
|
|
2023
Q4 | $905K | Buy |
3,471
+907
| +35% | +$236K | 0.52% | 61 |
|
|
2023
Q3 | $491K | Sell |
2,564
-5
| -0.2% | -$958 | 0.34% | 70 |
|
|
2023
Q2 | $542K | Sell |
2,569
-33
| -1% | -$6.97K | 0.37% | 70 |
|
|
2023
Q1 | $553K | Sell |
2,602
-51
| -2% | -$10.8K | 0.43% | 63 |
|
|
2022
Q4 | $505K | Buy |
+2,653
| New | +$505K | 0.41% | 66 |
|