Smith Salley Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Sell |
993
-221
| -18% | -$46.3K | 0.01% | 251 |
|
|
2025
Q1 | $207K | Buy |
+1,214
| New | +$207K | 0.01% | 234 |
|
|
2024
Q3 | – | Sell |
-1,185
| Closed | -$216K | – | 237 |
|
|
2024
Q2 | $216K | Sell |
1,185
-189
| -14% | -$34.4K | 0.02% | 220 |
|
|
2024
Q1 | $265K | Sell |
1,374
-237
| -15% | -$45.7K | 0.02% | 204 |
|
|
2023
Q4 | $420K | Buy |
1,611
+23
| +1% | +$6K | 0.03% | 192 |
|
|
2023
Q3 | $304K | Buy |
1,588
+81
| +5% | +$15.5K | 0.02% | 199 |
|
|
2023
Q2 | $318K | Buy |
1,507
+182
| +14% | +$38.4K | 0.02% | 192 |
|
|
2023
Q1 | $281K | Hold |
1,325
| – | – | 0.02% | 198 |
|
|
2022
Q4 | $252K | Buy |
+1,325
| New | +$252K | 0.02% | 199 |
|
|
2022
Q2 | – | Sell |
-1,385
| Closed | -$265K | – | 228 |
|
|
2022
Q1 | $265K | Sell |
1,385
-400
| -22% | -$76.5K | 0.02% | 208 |
|
|
2021
Q4 | $359K | Sell |
1,785
-170
| -9% | -$34.2K | 0.03% | 200 |
|
|
2021
Q3 | $430K | Sell |
1,955
-56
| -3% | -$12.3K | 0.03% | 191 |
|
|
2021
Q2 | $482K | Buy |
2,011
+55
| +3% | +$13.2K | 0.04% | 184 |
|
|
2021
Q1 | $498K | Buy |
1,956
+162
| +9% | +$41.2K | 0.04% | 170 |
|
|
2020
Q4 | $384K | Sell |
1,794
-10
| -0.6% | -$2.14K | 0.04% | 170 |
|
|
2020
Q3 | $298K | Sell |
1,804
-71
| -4% | -$11.7K | 0.04% | 166 |
|
|
2020
Q2 | $344K | Sell |
1,875
-8,023
| -81% | -$1.47M | 0.05% | 149 |
|
|
2020
Q1 | $1.48M | Sell |
9,898
-8,011
| -45% | -$1.19M | 0.25% | 79 |
|
|
2019
Q4 | $5.83M | Sell |
17,909
-1,951
| -10% | -$636K | 0.77% | 43 |
|
|
2019
Q3 | $7.56M | Buy |
19,860
+2,486
| +14% | +$946K | 1.07% | 37 |
|
|
2019
Q2 | $6.32M | Buy |
17,374
+1,677
| +11% | +$610K | 0.95% | 39 |
|
|
2019
Q1 | $5.99M | Buy |
15,697
+2,668
| +20% | +$1.02M | 0.96% | 39 |
|
|
2018
Q4 | $4.2M | Sell |
13,029
-1,097
| -8% | -$354K | 0.77% | 49 |
|
|
2018
Q3 | $5.25M | Buy |
+14,126
| New | +$5.25M | 0.83% | 44 |
|
|
2014
Q3 | – | Sell |
-3,494
| Closed | -$445K | – | 176 |
|
|
2014
Q2 | $445K | Buy |
+3,494
| New | +$445K | 0.12% | 133 |
|