Spectrum Wealth Counsel’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$60.4K Buy
354
+249
+237% +$43.1K 0.01% 161
2024
Q4
$18.6K Buy
105
+100
+2,000% +$15.7K ﹤0.01% 206
2024
Q3
$761 Sell
5
-503
-99% -$86.3K ﹤0.01% 372
2024
Q2
$92.5K Buy
508
+5
+1% +$891 0.01% 166
2024
Q1
$97.1K Sell
503
-276
-35% -$56.7K 0.01% 172
2023
Q4
$203K Buy
+779
New +$167K 0.03% 129

Other funds holding BA

Spectrum Wealth Counsel's BA Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its Boeing (BA) stake by 237% in Q1 2025, buying an estimated $43.1K and bringing the position to 354 shares worth $60.4K. The position accounts for 0.01% of the portfolio, ranked #161.

Spectrum Wealth Counsel first reported a position in BA in Q4 2023 and has held it in 6 quarters since. The position peaked at $203K in Q4 2023. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2025.

  • Spectrum Wealth Counsel held 354 shares of Boeing worth $60.4K as of Q1 2025.
  • Spectrum Wealth Counsel bought 249 Boeing shares in Q1 2025, an estimated $43.1K.
  • Boeing made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #161 holding.
  • Spectrum Wealth Counsel first reported a position in Boeing in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Boeing position peaked at $203K in Q4 2023.
  • 2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.