Regent Peak Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $204K | Buy |
+1,194
| New | +$204K | 0.05% | 167 |
|
|
2024
Q2 | – | Sell |
-1,106
| Closed | -$213K | – | 165 |
|
|
2024
Q1 | $213K | Buy |
1,106
+42
| +4% | +$8.11K | 0.05% | 155 |
|
|
2023
Q4 | $277K | Sell |
1,064
-38
| -3% | -$9.91K | 0.08% | 119 |
|
|
2023
Q3 | $211K | Buy |
1,102
+23
| +2% | +$4.41K | 0.06% | 138 |
|
|
2023
Q2 | $228K | Buy |
1,079
+21
| +2% | +$4.43K | 0.07% | 135 |
|
|
2023
Q1 | $225K | Buy |
+1,058
| New | +$225K | 0.07% | 138 |
|
|
2022
Q2 | – | Sell |
-1,241
| Closed | -$238K | – | 157 |
|
|
2022
Q1 | $238K | Sell |
1,241
-51
| -4% | -$9.78K | 0.07% | 143 |
|
|
2021
Q4 | $260K | Sell |
1,292
-7
| -0.5% | -$1.41K | 0.07% | 143 |
|
|
2021
Q3 | $286K | Buy |
1,299
+4
| +0.3% | +$881 | 0.08% | 132 |
|
|
2021
Q2 | $293K | Buy |
1,295
+17
| +1% | +$3.85K | 0.08% | 129 |
|
|
2021
Q1 | $325K | Buy |
1,278
+82
| +7% | +$20.9K | 0.11% | 111 |
|
|
2020
Q4 | $256K | Buy |
+1,196
| New | +$256K | 0.09% | 120 |
|
|
2020
Q3 | – | Sell |
-1,320
| Closed | -$242K | – | 129 |
|
|
2020
Q2 | $242K | Buy |
+1,320
| New | +$242K | 0.11% | 106 |
|
|
2020
Q1 | – | Sell |
-1,584
| Closed | -$516K | – | 114 |
|
|
2019
Q4 | $516K | Buy |
+1,584
| New | +$516K | 0.24% | 70 |
|