Signature Wealth Management 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 | $563K | Sell |
2,688
-200
| -7% | -$41.9K | 0.32% | 58 |
|
|
2025
Q1 | $493K | Buy |
2,888
+57
| +2% | +$9.72K | 0.32% | 59 |
|
|
2024
Q4 | $501K | Hold |
2,831
| – | – | 0.34% | 59 |
|
|
2024
Q3 | $430K | Buy |
2,831
+270
| +11% | +$41.1K | 0.31% | 63 |
|
|
2024
Q2 | $466K | Sell |
2,561
-675
| -21% | -$123K | 0.35% | 56 |
|
|
2024
Q1 | $625K | Sell |
3,236
-1,321
| -29% | -$255K | 0.51% | 44 |
|
|
2023
Q4 | $1.19M | Sell |
4,557
-1,311
| -22% | -$342K | 1.04% | 21 |
|
|
2023
Q3 | $1.12M | Hold |
5,868
| – | – | 1.1% | 21 |
|
|
2023
Q2 | $1.24M | Sell |
5,868
-575
| -9% | -$121K | 1.15% | 19 |
|
|
2023
Q1 | $1.37M | Hold |
6,443
| – | – | 1.27% | 17 |
|
|
2022
Q4 | $1.23M | Hold |
6,443
| – | – | 1.21% | 21 |
|
|
2022
Q3 | $780K | Buy |
6,443
+1,699
| +36% | +$206K | 0.86% | 34 |
|
|
2022
Q2 | $649K | Buy |
4,744
+650
| +16% | +$88.9K | 0.66% | 43 |
|
|
2022
Q1 | $784K | Sell |
4,094
-10
| -0.2% | -$1.92K | 0.67% | 41 |
|
|
2021
Q4 | $826K | Sell |
4,104
-65
| -2% | -$13.1K | 0.7% | 37 |
|
|
2021
Q3 | $917K | Buy |
4,169
+25
| +0.6% | +$5.5K | 0.83% | 30 |
|
|
2021
Q2 | $993K | Hold |
4,144
| – | – | 0.9% | 27 |
|
|
2021
Q1 | $1.06M | Hold |
4,144
| – | – | 1.01% | 26 |
|
|
2020
Q4 | $887K | Buy |
+4,144
| New | +$887K | 0.89% | 28 |
|