Strategic Wealth Investment Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
5,300
-203
| -4% | -$42.5K | 1.61% | 22 |
|
|
2025
Q1 | $939K | Sell |
5,503
-80,147
| -94% | -$13.7M | 1.63% | 24 |
|
|
2024
Q4 | $15.2M | Buy |
85,650
+2,726
| +3% | +$483K | 1.67% | 20 |
|
|
2024
Q3 | $12.8M | Buy |
82,924
+31,150
| +60% | +$4.8M | 1.37% | 23 |
|
|
2024
Q2 | $9.67M | Buy |
+51,774
| New | +$9.67M | 1.22% | 26 |
|
|
2023
Q4 | $9.23M | Buy |
35,413
+3,179
| +10% | +$829K | 1.39% | 27 |
|
|
2023
Q3 | $6.18M | Buy |
32,234
+2,674
| +9% | +$513K | 1.12% | 30 |
|
|
2023
Q2 | $6.24M | Buy |
29,560
+652
| +2% | +$138K | 0.99% | 30 |
|
|
2023
Q1 | $6.14M | Buy |
28,908
+2,427
| +9% | +$516K | 1.14% | 29 |
|
|
2022
Q4 | $5.55M | Buy |
26,481
+1,626
| +7% | +$341K | 1.28% | 22 |
|
|
2022
Q3 | $3.01M | Buy |
24,855
+1,421
| +6% | +$172K | 0.87% | 35 |
|
|
2022
Q2 | $3.2M | Buy |
23,434
+189
| +0.8% | +$25.8K | 0.8% | 40 |
|
|
2022
Q1 | $4.45M | Buy |
23,245
+2,282
| +11% | +$437K | 1.06% | 30 |
|
|
2021
Q4 | $4.22M | Buy |
20,963
+1,744
| +9% | +$351K | 1.1% | 28 |
|
|
2021
Q3 | $4.19M | Buy |
19,219
+8,362
| +77% | +$1.82M | 1.25% | 21 |
|
|
2021
Q2 | $2.6M | Buy |
10,857
+2,191
| +25% | +$525K | 0.92% | 33 |
|
|
2021
Q1 | $2.21M | Sell |
8,666
-1,387
| -14% | -$353K | 1.06% | 26 |
|
|
2020
Q4 | $2.15M | Buy |
10,053
+140
| +1% | +$30K | 1.26% | 17 |
|
|
2020
Q3 | $1.64M | Buy |
9,913
+1,709
| +21% | +$282K | 1.23% | 21 |
|
|
2020
Q2 | $1.5M | Buy |
+8,204
| New | +$1.5M | 1.47% | 17 |
|
|
2020
Q1 | – | Sell |
-839
| Closed | -$273K | – | 45 |
|
|
2019
Q4 | $273K | Buy |
+839
| New | +$273K | 0.28% | 46 |
|