Pinnacle Wealth Planning Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $772K | Sell |
3,880
-488
| -11% | -$111K | 0.08% | 136 |
|
|
2025
Q4 | $948K | Sell |
4,368
-155
| -3% | -$31.9K | 0.1% | 103 |
|
|
2025
Q3 | $976K | Buy |
4,523
+981
| +28% | +$221K | 0.11% | 102 |
|
|
2025
Q2 | $742K | Sell |
3,542
-989
| -22% | -$187K | 0.1% | 129 |
|
|
2025
Q1 | $773K | Buy |
4,531
+90
| +2% | +$15.6K | 0.12% | 102 |
|
|
2024
Q4 | $786K | Buy |
4,441
+738
| +20% | +$116K | 0.12% | 99 |
|
|
2024
Q3 | $563K | Sell |
3,703
-207
| -5% | -$35.5K | 0.08% | 170 |
|
|
2024
Q2 | $712K | Buy |
3,910
+364
| +10% | +$64.9K | 0.1% | 126 |
|
|
2024
Q1 | $684K | Sell |
3,546
-194
| -5% | -$39.9K | 0.1% | 136 |
|
|
2023
Q4 | $975K | Hold |
3,740
| – | – | 0.15% | 94 |
|
|
2023
Q3 | $717K | Buy |
3,740
+340
| +10% | +$74.4K | 0.12% | 112 |
|
|
2023
Q2 | $718K | Sell |
3,400
-41
| -1% | -$8.52K | 0.12% | 118 |
|
|
2023
Q1 | $731K | Sell |
3,441
-52
| -1% | -$10.8K | 0.12% | 121 |
|
|
2022
Q4 | $665K | Buy |
3,493
+1,623
| +87% | +$265K | 0.12% | 122 |
|
|
2022
Q3 | $226K | Buy |
1,870
+108
| +6% | +$16.6K | 0.04% | 297 |
|
|
2022
Q2 | $241K | Sell |
1,762
-231
| -12% | -$34.1K | 0.04% | 294 |
|
|
2022
Q1 | $382K | Sell |
1,993
-75
| -4% | -$15.1K | 0.07% | 219 |
|
|
2021
Q4 | $416K | Sell |
2,068
-225
| -10% | -$47.5K | 0.08% | 195 |
|
|
2021
Q3 | $504K | Buy |
2,293
+325
| +17% | +$72.5K | 0.11% | 136 |
|
|
2021
Q2 | $471K | Sell |
1,968
-217
| -10% | -$52.5K | 0.12% | 146 |
|
|
2021
Q1 | $556K | Buy |
2,185
+313
| +17% | +$69.6K | 0.14% | 115 |
|
|
2020
Q4 | $401K | Sell |
1,872
-66
| -3% | -$12.7K | 0.1% | 140 |
|
|
2020
Q3 | $320K | Buy |
1,938
+99
| +5% | +$16.9K | 0.11% | 154 |
|
|
2020
Q2 | $337K | Buy |
+1,839
| New | +$283K | 0.11% | 146 |
|
|
2020
Q1 | – | Sell |
-2,138
| Closed | -$696K | – | 241 |
|
|
2019
Q4 | $696K | Buy |
2,138
+255
| +14% | +$90.3K | 0.33% | 69 |
|
|
2019
Q3 | $716K | Buy |
1,883
+459
| +32% | +$164K | 0.39% | 56 |
|
|
2019
Q2 | $518K | Buy |
1,424
+173
| +14% | +$63.1K | 0.31% | 62 |
|
|
2019
Q1 | $478K | Sell |
1,251
-180
| -13% | -$69.3K | 0.32% | 62 |
|
|
2018
Q4 | $462K | Sell |
1,431
-33
| -2% | -$11.4K | 0.3% | 70 |
|
|
2018
Q3 | $544K | Buy |
1,464
+42
| +3% | +$14.8K | 0.5% | 62 |
|
|
2018
Q2 | $477K | Buy |
1,422
+334
| +31% | +$115K | 0.46% | 70 |
|
|
2018
Q1 | $357K | Buy |
1,088
+567
| +109% | +$192K | 0.37% | 94 |
|
|
2017
Q4 | $154K | Buy |
+521
| New | +$141K | 0.31% | 66 |
|
Other funds holding BA
VCM
VPM
