Modern 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 | $7.85M | Sell |
37,488
-150
| -0.4% | -$31.4K | 0.2% | 115 |
|
|
2025
Q1 | $6.42M | Buy |
37,638
+7,000
| +23% | +$1.19M | 0.21% | 100 |
|
|
2024
Q4 | $5.42M | Buy |
+30,638
| New | +$5.42M | 0.2% | 99 |
|
|
2024
Q3 | – | Sell |
-1,322
| Closed | -$241K | – | 438 |
|
|
2024
Q2 | $241K | Buy |
1,322
+219
| +20% | +$39.9K | 0.02% | 352 |
|
|
2024
Q1 | $213K | Sell |
1,103
-519
| -32% | -$100K | 0.02% | 280 |
|
|
2023
Q4 | $423K | Buy |
+1,622
| New | +$423K | 0.05% | 104 |
|