Sanchez 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 | $231K | Buy |
+1,101
| New | +$231K | 0.06% | 45 |
|
|
2024
Q2 | – | Sell |
-2,430
| Closed | -$469K | – | 39 |
|
|
2024
Q1 | $469K | Hold |
2,430
| – | – | 0.16% | 29 |
|
|
2023
Q4 | $633K | Hold |
2,430
| – | – | 0.23% | 24 |
|
|
2023
Q3 | $466K | Hold |
2,430
| – | – | 0.19% | 23 |
|
|
2023
Q2 | $513K | Sell |
2,430
-175
| -7% | -$37K | 0.21% | 21 |
|
|
2023
Q1 | $553K | Hold |
2,605
| – | – | 0.24% | 21 |
|
|
2022
Q4 | $496K | Hold |
2,605
| – | – | 0.24% | 21 |
|
|
2022
Q3 | $315K | Hold |
2,605
| – | – | 0.17% | 25 |
|
|
2022
Q2 | $356K | Hold |
2,605
| – | – | 0.18% | 27 |
|
|
2022
Q1 | $499K | Hold |
2,605
| – | – | 0.21% | 25 |
|
|
2021
Q4 | $524K | Hold |
2,605
| – | – | 0.22% | 23 |
|
|
2021
Q3 | $573K | Hold |
2,605
| – | – | 0.26% | 23 |
|
|
2021
Q2 | $624K | Hold |
2,605
| – | – | 0.28% | 23 |
|
|
2021
Q1 | $664K | Hold |
2,605
| – | – | 0.34% | 21 |
|
|
2020
Q4 | $558K | Hold |
2,605
| – | – | 0.3% | 21 |
|
|
2020
Q3 | $431K | Hold |
2,605
| – | – | 0.25% | 20 |
|
|
2020
Q2 | $478K | Buy |
+2,605
| New | +$478K | 0.32% | 18 |
|