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