Trueblood 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 | $314K | Buy |
1,497
+267
| +22% | +$55.9K | 0.13% | 194 |
|
2025
Q1 | $210K | Sell |
1,230
-10
| -0.8% | -$1.71K | 0.1% | 222 |
|
2024
Q4 | $219K | Sell |
1,240
-156
| -11% | -$27.6K | 0.11% | 213 |
|
2024
Q3 | $212K | Buy |
1,396
+2
| +0.1% | +$304 | 0.11% | 222 |
|
2024
Q2 | $254K | Sell |
1,394
-35
| -2% | -$6.37K | 0.14% | 186 |
|
2024
Q1 | $276K | Sell |
1,429
-600
| -30% | -$116K | 0.16% | 169 |
|
2023
Q4 | $529K | Buy |
+2,029
| New | +$529K | 0.33% | 98 |
|