Waldron Private Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
1,914
-2
| -0.1% | -$419 | 0.02% | 212 |
|
|
2025
Q1 | $327K | Sell |
1,916
-7,958
| -81% | -$1.36M | 0.02% | 235 |
|
|
2024
Q4 | $1.75M | Buy |
9,874
+4,443
| +82% | +$786K | 0.07% | 118 |
|
|
2024
Q3 | $826K | Buy |
5,431
+461
| +9% | +$70.1K | 0.03% | 183 |
|
|
2024
Q2 | $905K | Sell |
4,970
-419
| -8% | -$76.3K | 0.04% | 167 |
|
|
2024
Q1 | $1.04M | Buy |
5,389
+689
| +15% | +$133K | 0.05% | 158 |
|
|
2023
Q4 | $1.23M | Buy |
4,700
+202
| +4% | +$52.7K | 0.06% | 135 |
|
|
2023
Q3 | $862K | Sell |
4,498
-9
| -0.2% | -$1.73K | 0.04% | 165 |
|
|
2023
Q2 | $952K | Sell |
4,507
-2,087
| -32% | -$441K | 0.05% | 156 |
|
|
2023
Q1 | $1.4M | Buy |
6,594
+475
| +8% | +$101K | 0.07% | 136 |
|
|
2022
Q4 | $740K | Hold |
6,119
| – | – | 0.05% | 189 |
|
|
2022
Q3 | $740K | Buy |
6,119
+134
| +2% | +$16.2K | 0.05% | 189 |
|
|
2022
Q2 | $818K | Sell |
5,985
-113
| -2% | -$15.4K | 0.05% | 182 |
|
|
2022
Q1 | $1.17M | Buy |
6,098
+990
| +19% | +$189K | 0.06% | 165 |
|
|
2021
Q4 | $1.03M | Buy |
5,108
+98
| +2% | +$19.7K | 0.05% | 176 |
|
|
2021
Q3 | $1.1M | Buy |
5,010
+890
| +22% | +$196K | 0.06% | 141 |
|
|
2021
Q2 | $986K | Sell |
4,120
-198
| -5% | -$47.4K | 0.06% | 142 |
|
|
2021
Q1 | $1.1M | Sell |
4,318
-95
| -2% | -$24.2K | 0.08% | 125 |
|
|
2020
Q4 | $944K | Sell |
4,413
-155
| -3% | -$33.2K | 0.07% | 130 |
|
|
2020
Q3 | $754K | Buy |
4,568
+569
| +14% | +$93.9K | 0.06% | 135 |
|
|
2020
Q2 | $733K | Buy |
3,999
+1,388
| +53% | +$254K | 0.06% | 128 |
|
|
2020
Q1 | $389K | Sell |
2,611
-83
| -3% | -$12.4K | 0.04% | 166 |
|
|
2019
Q4 | $877K | Sell |
2,694
-18
| -0.7% | -$5.86K | 0.08% | 121 |
|
|
2019
Q3 | $1.03M | Sell |
2,712
-435
| -14% | -$165K | 0.11% | 102 |
|
|
2019
Q2 | $1.15M | Sell |
3,147
-111
| -3% | -$40.4K | 0.12% | 82 |
|
|
2019
Q1 | $1.24M | Buy |
3,258
+309
| +10% | +$118K | 0.14% | 79 |
|
|
2018
Q4 | $951K | Buy |
2,949
+1,323
| +81% | +$427K | 0.14% | 72 |
|
|
2018
Q3 | $604K | Buy |
1,626
+68
| +4% | +$25.3K | 0.12% | 86 |
|
|
2018
Q2 | $522K | Buy |
1,558
+241
| +18% | +$80.7K | 0.11% | 85 |
|
|
2018
Q1 | $431K | Hold |
1,317
| – | – | 0.1% | 89 |
|
|
2017
Q4 | $388K | Sell |
1,317
-356
| -21% | -$105K | 0.09% | 95 |
|
|
2017
Q3 | $425K | Buy |
1,673
+16
| +1% | +$4.07K | 0.12% | 85 |
|
|
2017
Q2 | $327K | Sell |
1,657
-394
| -19% | -$77.8K | 0.1% | 84 |
|
|
2017
Q1 | $362K | Buy |
2,051
+394
| +24% | +$69.5K | 0.09% | 144 |
|
|
2016
Q4 | $257K | Sell |
1,657
-17
| -1% | -$2.64K | 0.09% | 107 |
|
|
2016
Q3 | $220K | Sell |
1,674
-42
| -2% | -$5.52K | 0.08% | 127 |
|
|
2016
Q2 | $222K | Buy |
+1,716
| New | +$222K | 0.08% | 138 |
|
|
2016
Q1 | – | Sell |
-1,889
| Closed | -$273K | – | 160 |
|
|
2015
Q4 | $273K | Buy |
1,889
+354
| +23% | +$51.2K | 0.1% | 117 |
|
|
2015
Q3 | $201K | Buy |
+1,535
| New | +$201K | 0.09% | 135 |
|