Private 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 | $141K | Sell |
674
-155
| -19% | -$32.5K | 0.05% | 101 |
|
|
2025
Q1 | $141K | Buy |
829
+40
| +5% | +$6.82K | 0.05% | 94 |
|
|
2024
Q4 | $140K | Buy |
789
+205
| +35% | +$36.3K | 0.05% | 94 |
|
|
2024
Q3 | $88.8K | Hold |
584
| – | – | 0.04% | 116 |
|
|
2024
Q2 | $106K | Sell |
584
-59
| -9% | -$10.7K | 0.05% | 102 |
|
|
2024
Q1 | $124K | Sell |
643
-51
| -7% | -$9.84K | 0.06% | 86 |
|
|
2023
Q4 | $181K | Buy |
+694
| New | +$181K | 0.09% | 71 |
|