Old North State 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 | $4.48M | Buy |
21,396
+160
| +0.8% | +$33.5K | 2.34% | 11 |
|
2025
Q1 | $3.62M | Buy |
21,236
+1,079
| +5% | +$184K | 2.02% | 12 |
|
2024
Q4 | $3.57M | Buy |
20,157
+400
| +2% | +$70.8K | 2.01% | 15 |
|
2024
Q3 | $3M | Buy |
19,757
+305
| +2% | +$46.4K | 1.68% | 23 |
|
2024
Q2 | $3.54M | Buy |
19,452
+139
| +0.7% | +$25.3K | 2.33% | 12 |
|
2024
Q1 | $3.73M | Sell |
19,313
-681
| -3% | -$131K | 2.43% | 13 |
|
2023
Q4 | $5.21M | Sell |
19,994
-200
| -1% | -$52.1K | 3.85% | 5 |
|
2023
Q3 | $3.87M | Sell |
20,194
-603
| -3% | -$116K | 3.4% | 6 |
|
2023
Q2 | $4.39M | Sell |
20,797
-1,305
| -6% | -$276K | 3.85% | 4 |
|
2023
Q1 | $4.7M | Buy |
22,102
+300
| +1% | +$63.7K | 4.39% | 3 |
|
2022
Q4 | $4.15M | Buy |
21,802
+765
| +4% | +$146K | 4.17% | 4 |
|
2022
Q3 | $2.55M | Buy |
21,037
+683
| +3% | +$82.7K | 2.94% | 12 |
|
2022
Q2 | $2.78M | Buy |
20,354
+4,594
| +29% | +$628K | 3.17% | 10 |
|
2022
Q1 | $3.02M | Buy |
15,760
+80
| +0.5% | +$15.3K | 3.02% | 11 |
|
2021
Q4 | $3.16M | Buy |
+15,680
| New | +$3.16M | 3.18% | 11 |
|