MBM Wealth Consultants’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
2,026
-10
| -0.5% | -$2.1K | 0.11% | 77 |
|
|
2025
Q1 | $347K | Buy |
+2,036
| New | +$347K | 0.1% | 91 |
|
|
2024
Q1 | – | Sell |
-4,833
| Closed | -$992K | – | 106 |
|
|
2023
Q4 | $992K | Sell |
4,833
-31
| -0.6% | -$6.36K | 0.37% | 43 |
|
|
2023
Q3 | $899K | Buy |
4,864
+350
| +8% | +$64.7K | 0.39% | 39 |
|
|
2023
Q2 | $980K | Buy |
4,514
+599
| +15% | +$130K | 0.42% | 34 |
|
|
2023
Q1 | $765K | Hold |
3,915
| – | – | 0.31% | 40 |
|
|
2022
Q4 | $765K | Sell |
3,915
-487
| -11% | -$95.2K | 0.35% | 32 |
|
|
2022
Q3 | $555K | Buy |
4,402
+814
| +23% | +$103K | 0.27% | 44 |
|
|
2022
Q2 | $490K | Sell |
3,588
-795
| -18% | -$109K | 0.24% | 49 |
|
|
2022
Q1 | $839K | Buy |
4,383
+234
| +6% | +$44.8K | 0.35% | 38 |
|
|
2021
Q4 | $835K | Buy |
4,149
+750
| +22% | +$151K | 0.35% | 39 |
|
|
2021
Q3 | $748K | Buy |
3,399
+382
| +13% | +$84.1K | 0.34% | 42 |
|
|
2021
Q2 | $722K | Sell |
3,017
-19
| -0.6% | -$4.55K | 0.34% | 40 |
|
|
2021
Q1 | $773K | Buy |
3,036
+211
| +7% | +$53.7K | 0.39% | 38 |
|
|
2020
Q4 | $605K | Sell |
2,825
-71
| -2% | -$15.2K | 0.33% | 40 |
|
|
2020
Q3 | $479K | Buy |
2,896
+94
| +3% | +$15.5K | 0.31% | 42 |
|
|
2020
Q2 | $514K | Buy |
2,802
+274
| +11% | +$50.3K | 0.36% | 39 |
|
|
2020
Q1 | $377K | Buy |
2,528
+285
| +13% | +$42.5K | 0.31% | 51 |
|
|
2019
Q4 | $731K | Buy |
2,243
+100
| +5% | +$32.6K | 0.54% | 34 |
|
|
2019
Q3 | $816K | Buy |
2,143
+59
| +3% | +$22.5K | 0.64% | 35 |
|
|
2019
Q2 | $758K | Buy |
2,084
+27
| +1% | +$9.82K | 0.63% | 37 |
|
|
2019
Q1 | $785K | Sell |
2,057
-69
| -3% | -$26.3K | 0.69% | 36 |
|
|
2018
Q4 | $686K | Buy |
+2,126
| New | +$686K | 0.67% | 40 |
|