MinichMacGregor 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
Q2 | – | Sell |
-1,076
| Closed | -$204K | – | 104 |
|
|
2024
Q1 | $204K | Sell |
1,076
-56
| -5% | -$10.6K | 0.05% | 101 |
|
|
2023
Q4 | $295K | Sell |
1,132
-2
| -0.2% | -$522 | 0.09% | 81 |
|
|
2023
Q3 | $217K | Hold |
1,134
| – | – | 0.07% | 85 |
|
|
2023
Q2 | $240K | Sell |
1,134
-17
| -1% | -$3.59K | 0.07% | 82 |
|
|
2023
Q1 | $245K | Hold |
1,151
| – | – | 0.08% | 83 |
|
|
2022
Q4 | $219K | Buy |
+1,151
| New | +$219K | 0.08% | 75 |
|
|
2018
Q4 | – | Sell |
-600
| Closed | -$229K | – | 128 |
|
|
2018
Q3 | $229K | Buy |
600
+25
| +4% | +$9.54K | 0.15% | 37 |
|
|
2018
Q2 | $193K | Sell |
575
-97
| -14% | -$32.6K | 0.14% | 45 |
|
|
2018
Q1 | $220K | Buy |
672
+15
| +2% | +$4.91K | 0.17% | 37 |
|
|
2017
Q4 | $193K | Buy |
657
+11
| +2% | +$3.23K | 0.15% | 39 |
|
|
2017
Q3 | $164K | Hold |
646
| – | – | 0.14% | 45 |
|
|
2017
Q2 | $127K | Hold |
646
| – | – | 0.11% | 53 |
|
|
2017
Q1 | $114K | Buy |
646
+200
| +45% | +$35.3K | 0.1% | 55 |
|
|
2016
Q4 | $69K | Hold |
446
| – | – | 0.06% | 85 |
|
|
2016
Q3 | $58K | Sell |
446
-12
| -3% | -$1.56K | 0.05% | 104 |
|
|
2016
Q2 | $59K | Buy |
458
+12
| +3% | +$1.55K | 0.06% | 93 |
|
|
2016
Q1 | $56K | Hold |
446
| – | – | 0.05% | 96 |
|
|
2015
Q4 | $62K | Buy |
+446
| New | +$62K | 0.06% | 90 |
|