Stockman 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 | $234K | Buy |
+1,118
| New | +$234K | 0.03% | 156 |
|
2024
Q4 | – | Sell |
-1,436
| Closed | -$218K | – | 169 |
|
2024
Q3 | $218K | Sell |
1,436
-12
| -0.8% | -$1.82K | 0.03% | 171 |
|
2024
Q2 | $264K | Sell |
1,448
-137
| -9% | -$24.9K | 0.05% | 149 |
|
2024
Q1 | $306K | Buy |
1,585
+22
| +1% | +$4.25K | 0.05% | 135 |
|
2023
Q4 | $407K | Sell |
1,563
-64
| -4% | -$16.7K | 0.08% | 114 |
|
2023
Q3 | $312K | Buy |
1,627
+57
| +4% | +$10.9K | 0.07% | 133 |
|
2023
Q2 | $331K | Sell |
1,570
-525
| -25% | -$111K | 0.07% | 138 |
|
2023
Q1 | $445K | Sell |
2,095
-326
| -13% | -$69.2K | 0.1% | 118 |
|
2022
Q4 | $461K | Hold |
2,421
| – | – | 0.11% | 117 |
|
2022
Q3 | $293K | Sell |
2,421
-170
| -7% | -$20.6K | 0.08% | 138 |
|
2022
Q2 | $354K | Buy |
2,591
+138
| +6% | +$18.9K | 0.09% | 124 |
|
2022
Q1 | $470K | Sell |
2,453
-234
| -9% | -$44.8K | 0.1% | 114 |
|
2021
Q4 | $541K | Hold |
2,687
| – | – | 0.11% | 109 |
|
2021
Q3 | $591K | Sell |
2,687
-12
| -0.4% | -$2.64K | 0.13% | 101 |
|
2021
Q2 | $647K | Buy |
2,699
+44
| +2% | +$10.5K | 0.15% | 92 |
|
2021
Q1 | $676K | Sell |
2,655
-9
| -0.3% | -$2.29K | 0.19% | 82 |
|
2020
Q4 | $570K | Buy |
2,664
+190
| +8% | +$40.7K | 0.17% | 92 |
|
2020
Q3 | $409K | Sell |
2,474
-98
| -4% | -$16.2K | 0.15% | 97 |
|
2020
Q2 | $472K | Buy |
2,572
+12
| +0.5% | +$2.2K | 0.18% | 93 |
|
2020
Q1 | $382K | Buy |
2,560
+394
| +18% | +$58.8K | 0.17% | 95 |
|
2019
Q4 | $706K | Buy |
2,166
+2
| +0.1% | +$652 | 0.25% | 73 |
|
2019
Q3 | $823K | Sell |
2,164
-40
| -2% | -$15.2K | 0.32% | 69 |
|
2019
Q2 | $802K | Buy |
2,204
+12
| +0.5% | +$4.37K | 0.33% | 67 |
|
2019
Q1 | $836K | Sell |
2,192
-86
| -4% | -$32.8K | 0.37% | 64 |
|
2018
Q4 | $735K | Sell |
2,278
-4
| -0.2% | -$1.29K | 0.35% | 64 |
|
2018
Q3 | $849K | Buy |
2,282
+46
| +2% | +$17.1K | 0.37% | 61 |
|
2018
Q2 | $750K | Sell |
2,236
-423
| -16% | -$142K | 0.34% | 66 |
|
2018
Q1 | $872K | Buy |
2,659
+90
| +4% | +$29.5K | 0.4% | 63 |
|
2017
Q4 | $758K | Sell |
2,569
-209
| -8% | -$61.7K | 0.34% | 67 |
|
2017
Q3 | $706K | Buy |
2,778
+1,409
| +103% | +$358K | 0.34% | 68 |
|
2017
Q2 | $271K | Sell |
1,369
-1,749
| -56% | -$346K | 0.27% | 92 |
|
2017
Q1 | $551K | Buy |
3,118
+630
| +25% | +$111K | 0.31% | 70 |
|
2016
Q4 | $387K | Sell |
2,488
-98
| -4% | -$15.2K | 0.24% | 82 |
|
2016
Q3 | $341K | Buy |
2,586
+739
| +40% | +$97.4K | 0.21% | 88 |
|
2016
Q2 | $240K | Sell |
1,847
-112
| -6% | -$14.6K | 0.19% | 63 |
|
2016
Q1 | $249K | Buy |
1,959
+52
| +3% | +$6.61K | 0.2% | 66 |
|
2015
Q4 | $276K | Sell |
1,907
-6
| -0.3% | -$868 | 0.22% | 68 |
|
2015
Q3 | $250K | Buy |
+1,913
| New | +$250K | 0.22% | 73 |
|