Private Wealth Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $791K | Hold |
3,775
| – | – | 0.06% | 106 |
|
|
2025
Q1 | $644K | Buy |
3,775
+15
| +0.4% | +$2.56K | 0.05% | 111 |
|
|
2024
Q4 | $666K | Buy |
3,760
+200
| +6% | +$35.4K | 0.05% | 111 |
|
|
2024
Q3 | $541K | Sell |
3,560
-805
| -18% | -$122K | 0.04% | 122 |
|
|
2024
Q2 | $794K | Sell |
4,365
-135
| -3% | -$24.6K | 0.06% | 95 |
|
|
2024
Q1 | $868K | Sell |
4,500
-30
| -0.7% | -$5.79K | 0.07% | 89 |
|
|
2023
Q4 | $1.18M | Hold |
4,530
| – | – | 0.1% | 79 |
|
|
2023
Q3 | $868K | Hold |
4,530
| – | – | 0.08% | 87 |
|
|
2023
Q2 | $957K | Sell |
4,530
-50
| -1% | -$10.6K | 0.09% | 84 |
|
|
2023
Q1 | $973K | Buy |
+4,580
| New | +$973K | 0.1% | 83 |
|
|
2021
Q4 | – | Sell |
-12,725
| Closed | -$2.8M | – | 81 |
|
|
2021
Q3 | $2.8M | Sell |
12,725
-330
| -3% | -$72.6K | 0.26% | 51 |
|
|
2021
Q2 | $3.13M | Buy |
+13,055
| New | +$3.13M | 0.29% | 49 |
|
|
2021
Q1 | – | Sell |
-8,230
| Closed | -$1.76M | – | 76 |
|
|
2020
Q4 | $1.76M | Buy |
8,230
+4,350
| +112% | +$931K | 0.19% | 66 |
|
|
2020
Q3 | $641K | Hold |
3,880
| – | – | 0.08% | 73 |
|
|
2020
Q2 | $711K | Sell |
3,880
-1,125
| -22% | -$206K | 0.1% | 70 |
|
|
2020
Q1 | $746K | Sell |
5,005
-38,335
| -88% | -$5.71M | 0.13% | 72 |
|
|
2019
Q4 | $14.1M | Sell |
43,340
-1,429
| -3% | -$465K | 1.92% | 18 |
|
|
2019
Q3 | $17M | Sell |
44,769
-3,049
| -6% | -$1.16M | 2.65% | 10 |
|
|
2019
Q2 | $17.4M | Sell |
47,818
-1,431
| -3% | -$521K | 2.68% | 12 |
|
|
2019
Q1 | $18.8M | Sell |
49,249
-1,270
| -3% | -$484K | 3.09% | 10 |
|
|
2018
Q4 | $16.3M | Buy |
50,519
+302
| +0.6% | +$97.4K | 3.15% | 11 |
|
|
2018
Q3 | $18.7M | Sell |
50,217
-186
| -0.4% | -$69.2K | 2.85% | 9 |
|
|
2018
Q2 | $16.9M | Sell |
50,403
-565
| -1% | -$190K | 2.84% | 8 |
|
|
2018
Q1 | $16.7M | Sell |
50,968
-1,129
| -2% | -$370K | 2.91% | 9 |
|
|
2017
Q4 | $15.4M | Sell |
52,097
-527
| -1% | -$155K | 2.84% | 9 |
|
|
2017
Q3 | $13.4M | Buy |
52,624
+618
| +1% | +$157K | 2.69% | 12 |
|
|
2017
Q2 | $10.3M | Buy |
52,006
+593
| +1% | +$117K | 2.23% | 16 |
|
|
2017
Q1 | $9.09M | Buy |
51,413
+468
| +0.9% | +$82.8K | 2.02% | 17 |
|
|
2016
Q4 | $7.93M | Sell |
50,945
-1,130
| -2% | -$176K | 1.88% | 18 |
|
|
2016
Q3 | $6.86M | Sell |
52,075
-360
| -0.7% | -$47.4K | 1.65% | 23 |
|
|
2016
Q2 | $6.81M | Sell |
52,435
-5,400
| -9% | -$701K | 1.64% | 21 |
|
|
2016
Q1 | $7.34M | Sell |
57,835
-4,685
| -7% | -$595K | 1.76% | 20 |
|
|
2015
Q4 | $9.04M | Buy |
62,520
+2,380
| +4% | +$344K | 2.11% | 12 |
|
|
2015
Q3 | $7.88M | Sell |
60,140
-15,860
| -21% | -$2.08M | 1.98% | 14 |
|
|
2015
Q2 | $10.5M | Buy |
76,000
+350
| +0.5% | +$48.6K | 2.38% | 9 |
|
|
2015
Q1 | $11.4M | Sell |
75,650
-8,603
| -10% | -$1.29M | 2.61% | 9 |
|
|
2014
Q4 | $11M | Buy |
84,253
+18,813
| +29% | +$2.45M | 2.57% | 10 |
|
|
2014
Q3 | $8.34M | Buy |
65,440
+10,540
| +19% | +$1.34M | 1.83% | 17 |
|
|
2014
Q2 | $6.99M | Buy |
54,900
+35
| +0.1% | +$4.45K | 1.53% | 20 |
|
|
2014
Q1 | $6.89M | Sell |
54,865
-3,100
| -5% | -$389K | 1.62% | 19 |
|
|
2013
Q4 | $7.91M | Sell |
57,965
-1,800
| -3% | -$246K | 1.76% | 17 |
|
|
2013
Q3 | $7.02M | Buy |
59,765
+1,100
| +2% | +$129K | 1.66% | 19 |
|
|
2013
Q2 | $6.01M | Buy |
+58,665
| New | +$6.01M | 1.5% | 20 |
|