Naviter Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $899K | Sell |
4,290
-1,396
| -25% | -$293K | 0.11% | 168 |
|
|
2025
Q1 | $985K | Sell |
5,686
-1,519
| -21% | -$263K | 0.12% | 174 |
|
|
2024
Q4 | $1.28M | Buy |
7,205
+1,885
| +35% | +$334K | 0.15% | 154 |
|
|
2024
Q3 | $809K | Sell |
5,320
-1,033
| -16% | -$157K | 0.11% | 168 |
|
|
2024
Q2 | $1.16M | Buy |
6,353
+812
| +15% | +$148K | 0.17% | 145 |
|
|
2024
Q1 | $1.07M | Buy |
5,541
+1,566
| +39% | +$302K | 0.17% | 152 |
|
|
2023
Q4 | $1.04M | Buy |
3,975
+654
| +20% | +$170K | 0.21% | 128 |
|
|
2023
Q3 | $637K | Buy |
3,321
+177
| +6% | +$33.9K | 0.15% | 156 |
|
|
2023
Q2 | $664K | Buy |
3,144
+232
| +8% | +$49K | 0.17% | 148 |
|
|
2023
Q1 | $619K | Sell |
2,912
-438
| -13% | -$93K | 0.22% | 130 |
|
|
2022
Q4 | $710K | Buy |
3,350
+95
| +3% | +$20.1K | 0.19% | 119 |
|
|
2022
Q3 | $394K | Buy |
3,255
+216
| +7% | +$26.1K | 0.16% | 146 |
|
|
2022
Q2 | $415K | Buy |
+3,039
| New | +$415K | 0.17% | 136 |
|