Total Clarity 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 | – | Sell |
-1,383
| Closed | -$245K | – | 288 |
|
2025
Q1 | $245K | Sell |
1,383
-46
| -3% | -$8.14K | 0.08% | 223 |
|
2024
Q4 | $253K | Buy |
+1,429
| New | +$253K | 0.08% | 219 |
|
2024
Q1 | – | Sell |
-810
| Closed | -$211K | – | 270 |
|
2023
Q4 | $211K | Buy |
+810
| New | +$211K | 0.09% | 219 |
|
2023
Q3 | – | Sell |
-1,541
| Closed | -$325K | – | 219 |
|
2023
Q2 | $325K | Buy |
1,541
+151
| +11% | +$31.9K | 0.16% | 143 |
|
2023
Q1 | $295K | Buy |
1,390
+80
| +6% | +$17K | 0.16% | 127 |
|
2022
Q4 | $250K | Buy |
+1,310
| New | +$250K | 0.13% | 187 |
|
2022
Q3 | – | Sell |
-1,217
| Closed | -$166K | – | 279 |
|
2022
Q2 | $166K | Buy |
1,217
+80
| +7% | +$10.9K | 0.09% | 233 |
|
2022
Q1 | $218K | Buy |
1,137
+160
| +16% | +$30.7K | 0.12% | 205 |
|
2021
Q4 | $197K | Hold |
977
| – | – | 0.09% | 217 |
|
2021
Q3 | $215K | Hold |
977
| – | – | 0.1% | 201 |
|
2021
Q2 | $234K | Hold |
977
| – | – | 0.13% | 189 |
|
2021
Q1 | $249K | Buy |
977
+14
| +1% | +$3.57K | 0.14% | 152 |
|
2020
Q4 | $206K | Buy |
+963
| New | +$206K | 0.14% | 146 |
|
2020
Q1 | – | Sell |
-1,031
| Closed | -$336K | – | 128 |
|
2019
Q4 | $336K | Buy |
+1,031
| New | +$336K | 0.25% | 84 |
|