Pinnacle Wealth Management Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Buy |
+3,387
| New | +$710K | 0.41% | 47 |
|
|
2025
Q1 | – | Sell |
-3,866
| Closed | -$684K | – | 113 |
|
|
2024
Q4 | $684K | Sell |
3,866
-545
| -12% | -$96.5K | 0.43% | 47 |
|
|
2024
Q3 | $671K | Sell |
4,411
-125
| -3% | -$19K | 0.42% | 48 |
|
|
2024
Q2 | $826K | Sell |
4,536
-955
| -17% | -$174K | 0.56% | 38 |
|
|
2024
Q1 | $1.06M | Buy |
5,491
+5
| +0.1% | +$965 | 0.79% | 34 |
|
|
2023
Q4 | $1.43M | Hold |
5,486
| – | – | 1.17% | 28 |
|
|
2023
Q3 | $1.05M | Sell |
5,486
-100
| -2% | -$19.2K | 0.96% | 30 |
|
|
2023
Q2 | $1.18M | Sell |
5,586
-80
| -1% | -$16.9K | 1.03% | 29 |
|
|
2023
Q1 | $1.2M | Sell |
5,666
-155
| -3% | -$32.9K | 1.04% | 29 |
|
|
2022
Q4 | $1.11M | Buy |
5,821
+100
| +2% | +$19.1K | 0.98% | 31 |
|
|
2022
Q3 | $693K | Hold |
5,721
| – | – | 0.61% | 40 |
|
|
2022
Q2 | $782K | Hold |
5,721
| – | – | 0.65% | 38 |
|
|
2022
Q1 | $1.1M | Buy |
5,721
+1,165
| +26% | +$223K | 0.82% | 32 |
|
|
2021
Q4 | $917K | Sell |
4,556
-91
| -2% | -$18.3K | 0.68% | 37 |
|
|
2021
Q3 | $1.02M | Sell |
4,647
-358
| -7% | -$78.7K | 0.77% | 36 |
|
|
2021
Q2 | $1.2M | Buy |
+5,005
| New | +$1.2M | 0.87% | 34 |
|