Waddell & Associates’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579K | Buy |
+2,764
| New | +$579K | 0.06% | 96 |
|
|
2024
Q2 | – | Sell |
-1,788
| Closed | -$345K | – | 140 |
|
|
2024
Q1 | $345K | Hold |
1,788
| – | – | 0.05% | 96 |
|
|
2023
Q4 | $505K | Sell |
1,788
-896
| -33% | -$253K | 0.07% | 78 |
|
|
2023
Q3 | $515K | Buy |
2,684
+12
| +0.4% | +$2.3K | 0.08% | 78 |
|
|
2023
Q2 | $564K | Buy |
2,672
+1,308
| +96% | +$276K | 0.08% | 70 |
|
|
2023
Q1 | $290K | Buy |
+1,364
| New | +$290K | 0.05% | 117 |
|
|
2021
Q3 | – | Sell |
-1,356
| Closed | -$325 | – | 112 |
|
|
2021
Q2 | $325 | Buy |
+1,356
| New | +$325 | 0.05% | 92 |
|