Strategic Wealth Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
+1,335
| New | +$280K | 0.02% | 280 |
|
|
2024
Q4 | $268K | Sell |
1,445
-144
| -9% | -$26.7K | 0.02% | 276 |
|
|
2024
Q3 | $242K | Sell |
1,589
-85
| -5% | -$12.9K | 0.02% | 274 |
|
|
2024
Q2 | $305K | Buy |
1,674
+84
| +5% | +$15.3K | 0.03% | 239 |
|
|
2024
Q1 | $307K | Buy |
1,590
+311
| +24% | +$60K | 0.03% | 229 |
|
|
2023
Q4 | $333K | Sell |
1,279
-207
| -14% | -$54K | 0.04% | 220 |
|
|
2023
Q3 | $285K | Buy |
1,486
+50
| +3% | +$9.58K | 0.04% | 246 |
|
|
2023
Q2 | $303K | Buy |
+1,436
| New | +$303K | 0.04% | 246 |
|
|
2021
Q3 | – | Sell |
-2,436
| Closed | -$584K | – | 230 |
|
|
2021
Q2 | $584K | Sell |
2,436
-11
| -0.4% | -$2.64K | 0.19% | 130 |
|
|
2021
Q1 | $623K | Sell |
2,447
-40
| -2% | -$10.2K | 0.25% | 103 |
|
|
2020
Q4 | $532K | Sell |
2,487
-46
| -2% | -$9.84K | 0.22% | 111 |
|
|
2020
Q3 | $419K | Sell |
2,533
-43
| -2% | -$7.11K | 0.21% | 109 |
|
|
2020
Q2 | $472K | Buy |
2,576
+322
| +14% | +$59K | 0.24% | 96 |
|
|
2020
Q1 | $734K | Buy |
+2,254
| New | +$734K | 0.38% | 76 |
|
|
2019
Q4 | – | Sell |
-3,112
| Closed | -$82.3K | – | 161 |
|
|
2019
Q3 | $82.3K | Buy |
3,112
+2,713
| +680% | +$71.7K | 0.42% | 66 |
|
|
2019
Q2 | $145K | Buy |
399
+247
| +163% | +$89.8K | 0.07% | 151 |
|
|
2019
Q1 | $59K | Buy |
152
+95
| +167% | +$36.9K | 0.03% | 218 |
|
|
2018
Q4 | $20K | Buy |
57
+7
| +14% | +$2.46K | 0.01% | 338 |
|
|
2018
Q3 | $19K | Hold |
50
| – | – | 0.01% | 356 |
|
|
2018
Q2 | $17K | Hold |
50
| – | – | 0.01% | 431 |
|
|
2018
Q1 | $16K | Hold |
50
| – | – | 0.01% | 401 |
|
|
2017
Q4 | $14K | Buy |
+50
| New | +$14K | 0.01% | 422 |
|