TrueWealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Hold |
1,648
| – | – | 0.1% | 159 |
|
|
2025
Q1 | $281K | Sell |
1,648
-17
| -1% | -$2.9K | 0.09% | 169 |
|
|
2024
Q4 | $295K | Buy |
1,665
+17
| +1% | +$3.01K | 0.1% | 171 |
|
|
2024
Q3 | $251K | Hold |
1,648
| – | – | 0.08% | 188 |
|
|
2024
Q2 | $300K | Hold |
1,648
| – | – | 0.11% | 158 |
|
|
2024
Q1 | $318K | Hold |
1,648
| – | – | 0.12% | 140 |
|
|
2023
Q4 | $430K | Hold |
1,648
| – | – | 0.17% | 99 |
|
|
2023
Q3 | $316K | Hold |
1,648
| – | – | 0.13% | 119 |
|
|
2023
Q2 | $348K | Hold |
1,648
| – | – | 0.14% | 112 |
|
|
2023
Q1 | $350K | Hold |
1,648
| – | – | 0.15% | 115 |
|
|
2022
Q4 | $314K | Buy |
+1,648
| New | +$314K | 0.14% | 127 |
|
|
2022
Q3 | – | Sell |
-1,648
| Closed | -$225K | – | 163 |
|
|
2022
Q2 | $225K | Sell |
1,648
-299
| -15% | -$40.8K | 0.1% | 148 |
|
|
2022
Q1 | $392K | Hold |
1,947
| – | – | 0.18% | 112 |
|
|
2021
Q4 | $392K | Hold |
1,947
| – | – | 0.18% | 112 |
|
|
2021
Q3 | $428K | Buy |
+1,947
| New | +$428K | 0.24% | 80 |
|