Transform Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,233
| Closed | -$224K | – | 217 |
|
|
2024
Q2 | $224K | Sell |
1,233
-230
| -16% | -$41K | 0.02% | 198 |
|
|
2024
Q1 | $282K | Sell |
1,463
-420
| -22% | -$86.3K | 0.03% | 188 |
|
|
2023
Q4 | $491K | Sell |
1,883
-200
| -10% | -$42.8K | 0.05% | 167 |
|
|
2023
Q3 | $399K | Buy |
2,083
+25
| +1% | +$5.47K | 0.04% | 183 |
|
|
2023
Q2 | $434K | Sell |
2,058
-275
| -12% | -$57.1K | 0.04% | 190 |
|
|
2023
Q1 | $495K | Buy |
2,333
+116
| +5% | +$24.1K | 0.05% | 172 |
|
|
2022
Q4 | $422K | Sell |
2,217
-634
| -22% | -$104K | 0.05% | 152 |
|
|
2022
Q3 | $345K | Sell |
2,851
-566
| -17% | -$86.8K | 0.04% | 145 |
|
|
2022
Q2 | $467K | Sell |
3,417
-375
| -10% | -$55.3K | 0.07% | 132 |
|
|
2022
Q1 | $726K | Buy |
3,792
+2,656
| +234% | +$533K | 0.08% | 130 |
|
|
2021
Q4 | $229K | Hold |
1,136
| – | – | 0.02% | 210 |
|
|
2021
Q3 | $250K | Sell |
1,136
-5
| -0.4% | -$1.12K | 0.03% | 203 |
|
|
2021
Q2 | $273K | Hold |
1,141
| – | – | 0.03% | 204 |
|
|
2021
Q1 | $291K | Buy |
1,141
+38
| +3% | +$8.45K | 0.06% | 186 |
|
|
2020
Q4 | $236K | Buy |
+1,103
| New | +$212K | 0.05% | 188 |
|
|
2020
Q3 | – | Sell |
-1,405
| Closed | -$258K | – | 217 |
|
|
2020
Q2 | $258K | Buy |
+1,405
| New | +$216K | 0.04% | 195 |
|
|
2020
Q1 | – | Sell |
-5,647
| Closed | -$1.84M | – | 209 |
|
|
2019
Q4 | $1.84M | Sell |
5,647
-12,012
| -68% | -$4.25M | 0.29% | 98 |
|
|
2019
Q3 | $6.72M | Buy |
17,659
+208
| +1% | +$74.4K | 1.19% | 12 |
|
|
2019
Q2 | $6.35M | Sell |
17,451
-6,436
| -27% | -$2.35M | 0.93% | 25 |
|
|
2019
Q1 | $9.11M | Buy |
23,887
+1,394
| +6% | +$537K | 1.69% | 10 |
|
|
2018
Q4 | $7.25M | Buy |
22,493
+105
| +0.5% | +$36.3K | 1.49% | 13 |
|
|
2018
Q3 | $8.33M | Buy |
22,388
+4,948
| +28% | +$1.74M | 1.44% | 16 |
|
|
2018
Q2 | $5.85M | Buy |
17,440
+5,776
| +50% | +$1.99M | 1.06% | 27 |
|
|
2018
Q1 | $3.82M | Buy |
11,664
+2,385
| +26% | +$806K | 0.73% | 48 |
|
|
2017
Q4 | $2.74M | Buy |
9,279
+720
| +8% | +$195K | 0.5% | 69 |
|
|
2017
Q3 | $2.18M | Buy |
8,559
+2,336
| +38% | +$545K | 0.76% | 37 |
|
|
2017
Q2 | $1.23M | Buy |
+6,223
| New | +$1.16M | 1.39% | 29 |
|
Other funds holding BA
Transform Wealth's BA Position: Q3 2024 in Review
Transform Wealth sold out of Boeing (BA) in Q3 2024, closing a stake of 1,233 shares — an estimated $224K sold.
Transform Wealth first reported a position in BA in Q2 2017 and held it in 27 quarters. The position peaked at $9.11M in Q1 2019. 1,961 funds tracked by Wall St. Rank hold BA as of Q3 2024.
- Transform Wealth reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
- Transform Wealth sold 1,233 Boeing shares in Q3 2024, an estimated $224K.
- Transform Wealth first reported a position in Boeing in Q2 2017 and held it in 27 quarters.
- Transform Wealth's Boeing position peaked at $9.11M in Q1 2019.
- 1,961 funds tracked by Wall St. Rank held Boeing as of Q3 2024.
Based on Transform Wealth's 13F filing for Q3 2024, filed 16 Oct 2024.