Pinnacle Wealth Planning Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $742K | Sell |
3,542
-989
| -22% | -$207K | 0.1% | 129 |
|
|
2025
Q1 | $773K | Buy |
4,531
+90
| +2% | +$15.3K | 0.12% | 102 |
|
|
2024
Q4 | $786K | Buy |
4,441
+738
| +20% | +$131K | 0.12% | 99 |
|
|
2024
Q3 | $563K | Sell |
3,703
-207
| -5% | -$31.5K | 0.08% | 170 |
|
|
2024
Q2 | $712K | Buy |
3,910
+364
| +10% | +$66.3K | 0.1% | 126 |
|
|
2024
Q1 | $684K | Sell |
3,546
-194
| -5% | -$37.4K | 0.1% | 136 |
|
|
2023
Q4 | $975K | Hold |
3,740
| – | – | 0.15% | 94 |
|
|
2023
Q3 | $717K | Buy |
3,740
+340
| +10% | +$65.2K | 0.12% | 112 |
|
|
2023
Q2 | $718K | Sell |
3,400
-41
| -1% | -$8.66K | 0.12% | 118 |
|
|
2023
Q1 | $731K | Sell |
3,441
-52
| -1% | -$11K | 0.12% | 121 |
|
|
2022
Q4 | $665K | Buy |
3,493
+1,623
| +87% | +$309K | 0.12% | 122 |
|
|
2022
Q3 | $226K | Buy |
1,870
+108
| +6% | +$13.1K | 0.04% | 295 |
|
|
2022
Q2 | $241K | Sell |
1,762
-231
| -12% | -$31.6K | 0.04% | 294 |
|
|
2022
Q1 | $382K | Sell |
1,993
-75
| -4% | -$14.4K | 0.07% | 218 |
|
|
2021
Q4 | $416K | Sell |
2,068
-225
| -10% | -$45.3K | 0.08% | 193 |
|
|
2021
Q3 | $504K | Buy |
2,293
+325
| +17% | +$71.4K | 0.11% | 135 |
|
|
2021
Q2 | $471K | Sell |
1,968
-217
| -10% | -$51.9K | 0.11% | 140 |
|
|
2021
Q1 | $556K | Buy |
2,185
+313
| +17% | +$79.6K | 0.14% | 113 |
|
|
2020
Q4 | $401K | Sell |
1,872
-66
| -3% | -$14.1K | 0.1% | 138 |
|
|
2020
Q3 | $320K | Buy |
1,938
+99
| +5% | +$16.3K | 0.11% | 153 |
|
|
2020
Q2 | $337K | Buy |
+1,839
| New | +$337K | 0.11% | 145 |
|
|
2020
Q1 | – | Sell |
-2,138
| Closed | -$696K | – | 240 |
|
|
2019
Q4 | $696K | Buy |
2,138
+255
| +14% | +$83K | 0.33% | 68 |
|
|
2019
Q3 | $716K | Buy |
1,883
+459
| +32% | +$175K | 0.39% | 56 |
|
|
2019
Q2 | $518K | Buy |
1,424
+173
| +14% | +$62.9K | 0.31% | 62 |
|
|
2019
Q1 | $478K | Sell |
1,251
-180
| -13% | -$68.8K | 0.32% | 62 |
|
|
2018
Q4 | $462K | Sell |
1,431
-33
| -2% | -$10.7K | 0.3% | 70 |
|
|
2018
Q3 | $544K | Buy |
1,464
+42
| +3% | +$15.6K | 0.5% | 62 |
|
|
2018
Q2 | $477K | Buy |
1,422
+334
| +31% | +$112K | 0.46% | 70 |
|
|
2018
Q1 | $357K | Buy |
1,088
+567
| +109% | +$186K | 0.37% | 94 |
|
|
2017
Q4 | $154K | Buy |
+521
| New | +$154K | 0.31% | 66 |
|