Ullmann Wealth Partners Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
1,630
+27
| +2% | +$5.66K | 0.04% | 113 |
|
|
2025
Q1 | $273K | Hold |
1,603
| – | – | 0.04% | 119 |
|
|
2024
Q4 | $284K | Sell |
1,603
-11
| -0.7% | -$1.95K | 0.04% | 116 |
|
|
2024
Q3 | $245K | Buy |
1,614
+359
| +29% | +$54.6K | 0.03% | 120 |
|
|
2024
Q2 | $228K | Sell |
1,255
-18
| -1% | -$3.28K | 0.03% | 103 |
|
|
2024
Q1 | $246K | Buy |
1,273
+3
| +0.2% | +$579 | 0.04% | 101 |
|
|
2023
Q4 | $331K | Sell |
1,270
-3
| -0.2% | -$782 | 0.05% | 84 |
|
|
2023
Q3 | $244K | Buy |
1,273
+267
| +27% | +$51.2K | 0.05% | 90 |
|
|
2023
Q2 | $212K | Buy |
1,006
+5
| +0.5% | +$1.06K | 0.04% | 95 |
|
|
2023
Q1 | $213K | Buy |
+1,001
| New | +$213K | 0.05% | 87 |
|
|
2021
Q3 | – | Sell |
-843
| Closed | -$202K | – | 83 |
|
|
2021
Q2 | $202K | Buy |
843
+3
| +0.4% | +$719 | 0.08% | 82 |
|
|
2021
Q1 | $214K | Buy |
+840
| New | +$214K | 0.1% | 79 |
|