TSWM
Triangle Securities Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Sell |
1,999
-188
| -9% | -$39.4K | 0.1% | 160 |
|
|
2025
Q1 | $373K | Sell |
2,187
-86
| -4% | -$14.7K | 0.1% | 171 |
|
|
2024
Q4 | $402K | Hold |
2,273
| – | – | 0.1% | 162 |
|
|
2024
Q3 | $346K | Sell |
2,273
-26
| -1% | -$3.95K | 0.09% | 181 |
|
|
2024
Q2 | $418K | Hold |
2,299
| – | – | 0.12% | 157 |
|
|
2024
Q1 | $444K | Sell |
2,299
-193
| -8% | -$37.2K | 0.13% | 153 |
|
|
2023
Q4 | $650K | Buy |
2,492
+85
| +4% | +$22.2K | 0.2% | 123 |
|
|
2023
Q3 | $461K | Sell |
2,407
-145
| -6% | -$27.8K | 0.16% | 133 |
|
|
2023
Q2 | $539K | Sell |
2,552
-253
| -9% | -$53.4K | 0.19% | 127 |
|
|
2023
Q1 | $596K | Sell |
2,805
-410
| -13% | -$87.1K | 0.21% | 123 |
|
|
2022
Q4 | $612K | Sell |
3,215
-95
| -3% | -$18.1K | 0.22% | 123 |
|
|
2022
Q3 | $401K | Sell |
3,310
-250
| -7% | -$30.3K | 0.16% | 138 |
|
|
2022
Q2 | $487K | Sell |
3,560
-143
| -4% | -$19.6K | 0.19% | 129 |
|
|
2022
Q1 | $709K | Sell |
3,703
-86
| -2% | -$16.5K | 0.24% | 114 |
|
|
2021
Q4 | $763K | Buy |
3,789
+202
| +6% | +$40.7K | 0.24% | 111 |
|
|
2021
Q3 | $789K | Buy |
3,587
+34
| +1% | +$7.48K | 0.27% | 105 |
|
|
2021
Q2 | $851K | Buy |
3,553
+121
| +4% | +$29K | 0.29% | 102 |
|
|
2021
Q1 | $874K | Sell |
3,432
-5
| -0.1% | -$1.27K | 0.32% | 99 |
|
|
2020
Q4 | $736K | Hold |
3,437
| – | – | 0.29% | 103 |
|
|
2020
Q3 | $568K | Sell |
3,437
-137
| -4% | -$22.6K | 0.26% | 106 |
|
|
2020
Q2 | $655K | Buy |
3,574
+45
| +1% | +$8.25K | 0.31% | 93 |
|
|
2020
Q1 | $526K | Buy |
3,529
+175
| +5% | +$26.1K | 0.3% | 93 |
|
|
2019
Q4 | $1.09M | Sell |
3,354
-229
| -6% | -$74.6K | 0.47% | 63 |
|
|
2019
Q3 | $1.36M | Buy |
3,583
+285
| +9% | +$108K | 0.67% | 52 |
|
|
2019
Q2 | $1.16M | Buy |
3,298
+35
| +1% | +$12.3K | 0.59% | 57 |
|
|
2019
Q1 | $1.25M | Sell |
3,263
-38
| -1% | -$14.5K | 0.65% | 53 |
|
|
2018
Q4 | $1.07M | Buy |
3,301
+85
| +3% | +$27.4K | 0.63% | 54 |
|
|
2018
Q3 | $1.2M | Sell |
3,216
-60
| -2% | -$22.3K | 0.64% | 53 |
|
|
2018
Q2 | $1.1M | Sell |
3,276
-108
| -3% | -$36.2K | 0.61% | 54 |
|
|
2018
Q1 | $1.11M | Sell |
3,384
-313
| -8% | -$103K | 0.64% | 56 |
|
|
2017
Q4 | $1.09M | Sell |
3,697
-49
| -1% | -$14.4K | 0.62% | 55 |
|
|
2017
Q3 | $952K | Sell |
3,746
-874
| -19% | -$222K | 0.57% | 61 |
|
|
2017
Q2 | $914K | Sell |
4,620
-50
| -1% | -$9.89K | 0.6% | 57 |
|
|
2017
Q1 | $826K | Buy |
4,670
+55
| +1% | +$9.73K | 0.53% | 61 |
|
|
2016
Q4 | $718K | Sell |
4,615
-175
| -4% | -$27.2K | 0.48% | 65 |
|
|
2016
Q3 | $631K | Hold |
4,790
| – | – | 0.44% | 69 |
|
|
2016
Q2 | $622K | Sell |
4,790
-870
| -15% | -$113K | 0.46% | 67 |
|
|
2016
Q1 | $718K | Sell |
5,660
-515
| -8% | -$65.3K | 0.47% | 69 |
|
|
2015
Q4 | $893K | Sell |
6,175
-45
| -0.7% | -$6.51K | 0.6% | 56 |
|
|
2015
Q3 | $815K | Sell |
6,220
-155
| -2% | -$20.3K | 0.62% | 52 |
|
|
2015
Q2 | $884K | Sell |
6,375
-240
| -4% | -$33.3K | 0.62% | 56 |
|
|
2015
Q1 | $993K | Sell |
6,615
-1,514
| -19% | -$227K | 0.69% | 50 |
|
|
2014
Q4 | $1.06M | Sell |
8,129
-605
| -7% | -$78.7K | 0.75% | 45 |
|
|
2014
Q3 | $1.11M | Sell |
8,734
-60
| -0.7% | -$7.65K | 0.86% | 42 |
|
|
2014
Q2 | $1.12M | Buy |
8,794
+999
| +13% | +$127K | 0.86% | 41 |
|
|
2014
Q1 | $669K | Buy |
7,795
+1,676
| +27% | +$144K | 0.6% | 59 |
|
|
2013
Q4 | $835K | Sell |
6,119
-231
| -4% | -$31.5K | 0.68% | 55 |
|
|
2013
Q3 | $746K | Sell |
6,350
-1,455
| -19% | -$171K | 0.65% | 56 |
|
|
2013
Q2 | $800K | Buy |
+7,805
| New | +$800K | 0.59% | 52 |
|