Meridian Wealth Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $378K | Buy |
1,803
+255
| +16% | +$53.4K | 0.05% | 78 |
|
2025
Q1 | $264K | Buy |
1,548
+102
| +7% | +$17.4K | 0.04% | 90 |
|
2024
Q4 | $256K | Buy |
1,446
+121
| +9% | +$21.4K | 0.04% | 94 |
|
2024
Q3 | $201K | Sell |
1,325
-143
| -10% | -$21.7K | 0.03% | 108 |
|
2024
Q2 | $267K | Sell |
1,468
-229
| -13% | -$41.7K | 0.05% | 86 |
|
2024
Q1 | $327K | Buy |
1,697
+361
| +27% | +$69.7K | 0.06% | 77 |
|
2023
Q4 | $348K | Buy |
1,336
+6
| +0.5% | +$1.56K | 0.07% | 68 |
|
2023
Q3 | $255K | Buy |
1,330
+17
| +1% | +$3.26K | 0.05% | 80 |
|
2023
Q2 | $277K | Sell |
1,313
-8
| -0.6% | -$1.69K | 0.06% | 75 |
|
2023
Q1 | $281K | Buy |
1,321
+21
| +2% | +$4.46K | 0.06% | 73 |
|
2022
Q4 | $248K | Buy |
+1,300
| New | +$248K | 0.06% | 72 |
|
2022
Q2 | – | Sell |
-1,108
| Closed | -$213K | – | 82 |
|
2022
Q1 | $213K | Sell |
1,108
-200
| -15% | -$38.4K | 0.04% | 77 |
|
2021
Q4 | $263K | Buy |
1,308
+55
| +4% | +$11.1K | 0.05% | 69 |
|
2021
Q3 | $276K | Buy |
1,253
+7
| +0.6% | +$1.54K | 0.06% | 62 |
|
2021
Q2 | $299K | Buy |
1,246
+6
| +0.5% | +$1.44K | 0.07% | 58 |
|
2021
Q1 | $316K | Buy |
1,240
+10
| +0.8% | +$2.55K | 0.09% | 50 |
|
2020
Q4 | $263K | Buy |
1,230
+65
| +6% | +$13.9K | 0.11% | 53 |
|
2020
Q3 | $193K | Sell |
1,165
-20
| -2% | -$3.31K | 0.1% | 57 |
|
2020
Q2 | $217K | Buy |
1,185
+61
| +5% | +$11.2K | 0.12% | 52 |
|
2020
Q1 | $168K | Hold |
1,124
| – | – | 0.1% | 64 |
|
2019
Q4 | $366K | Buy |
+1,124
| New | +$366K | 0.23% | 33 |
|