Redwood 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 | $238K | Buy |
+1,136
| New | +$238K | 0.11% | 160 |
|
2025
Q1 | – | Sell |
-1,138
| Closed | -$202K | – | 159 |
|
2024
Q4 | $202K | Buy |
+1,138
| New | +$202K | 0.1% | 159 |
|
2024
Q3 | – | Sell |
-1,137
| Closed | -$207K | – | 245 |
|
2024
Q2 | $207K | Sell |
1,137
-176
| -13% | -$32K | 0.16% | 114 |
|
2024
Q1 | $253K | Sell |
1,313
-25
| -2% | -$4.83K | 0.27% | 99 |
|
2023
Q4 | $349K | Sell |
1,338
-10
| -0.7% | -$2.61K | 0.39% | 82 |
|
2023
Q3 | $258K | Hold |
1,348
| – | – | 0.3% | 98 |
|
2023
Q2 | $285K | Buy |
1,348
+100
| +8% | +$21.1K | 0.32% | 89 |
|
2023
Q1 | $265K | Sell |
1,248
-75
| -6% | -$15.9K | 0.3% | 100 |
|
2022
Q4 | $252K | Buy |
+1,323
| New | +$252K | 0.31% | 92 |
|