Simplicity Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
12,654
+5,297
| +72% | +$1.11M | 0.11% | 178 |
|
|
2025
Q1 | $1.25M | Buy |
7,357
+3,670
| +100% | +$626K | 0.1% | 213 |
|
|
2024
Q4 | $653K | Sell |
3,687
-2,994
| -45% | -$530K | 0.14% | 133 |
|
|
2024
Q3 | $1.02M | Sell |
6,681
-15,010
| -69% | -$2.28M | 0.09% | 194 |
|
|
2024
Q2 | $3.95M | Buy |
21,691
+846
| +4% | +$154K | 0.09% | 226 |
|
|
2024
Q1 | $4.02M | Buy |
20,845
+19,435
| +1,378% | +$3.75M | 0.1% | 214 |
|
|
2023
Q4 | $368K | Buy |
1,410
+258
| +22% | +$67.3K | 0.14% | 124 |
|
|
2023
Q3 | $221K | Sell |
1,152
-92
| -7% | -$17.6K | 0.13% | 83 |
|
|
2023
Q2 | $263K | Sell |
1,244
-71
| -5% | -$15K | 0.16% | 69 |
|
|
2023
Q1 | $279K | Sell |
1,315
-10
| -0.8% | -$2.12K | 0.19% | 54 |
|
|
2022
Q4 | $252K | Buy |
+1,325
| New | +$252K | 0.22% | 58 |
|
|
2022
Q2 | – | Sell |
-1,583
| Closed | -$303K | – | 55 |
|
|
2022
Q1 | $303K | Buy |
+1,583
| New | +$303K | 0.29% | 57 |
|