Strait & Sound 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 | $788K | Buy |
3,759
+195
| +5% | +$40.9K | 0.33% | 67 |
|
2025
Q1 | $608K | Sell |
3,564
-176
| -5% | -$30K | 0.28% | 73 |
|
2024
Q4 | $662K | Sell |
3,740
-58
| -2% | -$10.3K | 0.31% | 66 |
|
2024
Q3 | $577K | Sell |
3,798
-1,431
| -27% | -$218K | 0.28% | 64 |
|
2024
Q2 | $952K | Buy |
5,229
+968
| +23% | +$176K | 0.49% | 37 |
|
2024
Q1 | $739K | Sell |
4,261
-151
| -3% | -$26.2K | 0.41% | 44 |
|
2023
Q4 | $896K | Hold |
4,412
| – | – | 0.56% | 35 |
|
2023
Q3 | $846K | Buy |
4,412
+112
| +3% | +$21.5K | 0.73% | 32 |
|
2023
Q2 | $908K | Sell |
4,300
-309
| -7% | -$65.2K | 0.9% | 27 |
|
2023
Q1 | $979K | Sell |
4,609
-36
| -0.8% | -$7.65K | 0.97% | 24 |
|
2022
Q4 | $982K | Buy |
+4,645
| New | +$982K | 1.07% | 22 |
|