OWM
OneAscent Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
+1,140
| New | +$239K | 0.09% | 143 |
|
|
2024
Q2 | – | Sell |
-2,494
| Closed | -$481K | – | 102 |
|
|
2024
Q1 | $481K | Sell |
2,494
-391
| -14% | -$75.4K | 0.18% | 74 |
|
|
2023
Q4 | $752K | Sell |
2,885
-38
| -1% | -$9.91K | 0.3% | 37 |
|
|
2023
Q3 | $560K | Buy |
+2,923
| New | +$560K | 0.25% | 50 |
|
|
2023
Q2 | – | Sell |
-1,590
| Closed | -$338K | – | 109 |
|
|
2023
Q1 | $338K | Buy |
+1,590
| New | +$338K | 0.13% | 105 |
|