Perigon 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 | $1.52M | Sell |
7,250
-441
| -6% | -$92.4K | 0.04% | 388 |
|
|
2025
Q1 | $1.31M | Sell |
7,691
-1
| -0% | -$171 | 0.03% | 390 |
|
|
2024
Q4 | $1.3M | Buy |
7,692
+432
| +6% | +$73K | 0.03% | 382 |
|
|
2024
Q3 | $1.1M | Sell |
7,260
-179
| -2% | -$27.2K | 0.03% | 403 |
|
|
2024
Q2 | $1.35M | Sell |
7,439
-54
| -0.7% | -$9.83K | 0.04% | 308 |
|
|
2024
Q1 | $1.45M | Buy |
7,493
+487
| +7% | +$94K | 0.04% | 295 |
|
|
2023
Q4 | $1.83M | Buy |
7,006
+855
| +14% | +$223K | 0.06% | 235 |
|
|
2023
Q3 | $1.18M | Buy |
6,151
+225
| +4% | +$43.1K | 0.05% | 282 |
|
|
2023
Q2 | $1.25M | Buy |
5,926
+439
| +8% | +$92.7K | 0.05% | 273 |
|
|
2023
Q1 | $1.17M | Buy |
5,487
+294
| +6% | +$62.5K | 0.07% | 245 |
|
|
2022
Q4 | $989K | Buy |
5,193
+570
| +12% | +$109K | 0.06% | 267 |
|
|
2022
Q3 | $560K | Buy |
4,623
+838
| +22% | +$102K | 0.05% | 304 |
|
|
2022
Q2 | $517K | Buy |
3,785
+210
| +6% | +$28.7K | 0.04% | 323 |
|
|
2022
Q1 | $685K | Sell |
3,575
-742
| -17% | -$142K | 0.05% | 292 |
|
|
2021
Q4 | $869K | Buy |
4,317
+1,538
| +55% | +$310K | 0.06% | 237 |
|
|
2021
Q3 | $611K | Sell |
2,779
-1,151
| -29% | -$253K | 0.05% | 270 |
|
|
2021
Q2 | $941K | Buy |
3,930
+664
| +20% | +$159K | 0.08% | 207 |
|
|
2021
Q1 | $832K | Sell |
3,266
-653
| -17% | -$166K | 0.08% | 201 |
|
|
2020
Q4 | $839K | Sell |
3,919
-1,396
| -26% | -$299K | 0.1% | 167 |
|
|
2020
Q3 | $878K | Buy |
5,315
+1,149
| +28% | +$190K | 0.12% | 137 |
|
|
2020
Q2 | $764K | Buy |
4,166
+686
| +20% | +$126K | 0.12% | 135 |
|
|
2020
Q1 | $528K | Buy |
3,480
+1,659
| +91% | +$252K | 0.1% | 161 |
|
|
2019
Q4 | $608K | Sell |
1,821
-54
| -3% | -$18K | 0.12% | 123 |
|
|
2019
Q3 | $696K | Sell |
1,875
-1,941
| -51% | -$720K | 0.16% | 98 |
|
|
2019
Q2 | $1.39M | Sell |
3,816
-465
| -11% | -$169K | 0.33% | 60 |
|
|
2019
Q1 | $1.64M | Buy |
4,281
+915
| +27% | +$350K | 0.38% | 50 |
|
|
2018
Q4 | $1.23M | Buy |
3,366
+1,342
| +66% | +$489K | 0.31% | 61 |
|
|
2018
Q3 | $753K | Buy |
2,024
+1,142
| +129% | +$425K | 0.19% | 93 |
|
|
2018
Q2 | $296K | Buy |
882
+177
| +25% | +$59.4K | 0.09% | 184 |
|
|
2018
Q1 | $231K | Sell |
705
-46
| -6% | -$15.1K | 0.09% | 154 |
|
|
2017
Q4 | $221K | Buy |
751
+116
| +18% | +$34.1K | 0.08% | 139 |
|
|
2017
Q3 | $161K | Buy |
635
+164
| +35% | +$41.6K | 0.05% | 213 |
|
|
2017
Q2 | $93K | Buy |
471
+221
| +88% | +$43.6K | 0.02% | 313 |
|
|
2017
Q1 | $44K | Sell |
250
-200
| -44% | -$35.2K | 0.01% | 403 |
|
|
2016
Q4 | $82K | Hold |
450
| – | – | 0.02% | 303 |
|
|
2016
Q3 | $59K | Sell |
450
-100
| -18% | -$13.1K | 0.02% | 288 |
|
|
2016
Q2 | $71K | Buy |
550
+250
| +83% | +$32.3K | 0.02% | 253 |
|
|
2016
Q1 | $38K | Buy |
+300
| New | +$38K | 0.01% | 206 |
|