Tyler-Stone 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 |
-1,237
| Closed | -$211K | – | 332 |
|
2025
Q1 | $211K | Sell |
1,237
-321
| -21% | -$54.7K | 0.04% | 309 |
|
2024
Q4 | $276K | Buy |
1,558
+100
| +7% | +$17.7K | 0.05% | 268 |
|
2024
Q3 | $222K | Buy |
1,458
+465
| +47% | +$70.7K | 0.04% | 299 |
|
2024
Q2 | $181K | Sell |
993
-20
| -2% | -$3.64K | 0.07% | 201 |
|
2024
Q1 | $196K | Hold |
1,013
| – | – | 0.09% | 195 |
|
2023
Q4 | $264K | Sell |
1,013
-8
| -0.8% | -$2.09K | 0.13% | 151 |
|
2023
Q3 | $196K | Hold |
1,021
| – | – | 0.11% | 158 |
|
2023
Q2 | $216K | Buy |
+1,021
| New | +$216K | 0.12% | 150 |
|
2022
Q4 | $175K | Hold |
921
| – | – | 0.12% | 154 |
|
2022
Q3 | $112K | Buy |
921
+50
| +6% | +$6.08K | 0.09% | 202 |
|
2022
Q2 | $119K | Sell |
871
-143
| -14% | -$19.5K | 0.08% | 210 |
|
2022
Q1 | $194K | Sell |
1,014
-25
| -2% | -$4.78K | 0.11% | 177 |
|
2021
Q4 | $209K | Buy |
+1,039
| New | +$209K | 0.11% | 175 |
|