Warther Private Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,114
| Closed | -$215K | – | 86 |
|
|
2024
Q1 | $215K | Sell |
1,114
-106
| -9% | -$20.5K | 0.1% | 55 |
|
|
2023
Q4 | $318K | Sell |
1,220
-16,936
| -93% | -$4.41M | 0.18% | 39 |
|
|
2023
Q3 | $3.48M | Sell |
18,156
-1,413
| -7% | -$271K | 2.31% | 14 |
|
|
2023
Q2 | $4.13M | Sell |
19,569
-2,591
| -12% | -$547K | 2.81% | 8 |
|
|
2023
Q1 | $4.71M | Sell |
22,160
-1,328
| -6% | -$282K | 3.58% | 6 |
|
|
2022
Q4 | $4.47M | Sell |
23,488
-2,666
| -10% | -$508K | 3.35% | 5 |
|
|
2022
Q3 | $3.17M | Buy |
26,154
+10,924
| +72% | +$1.32M | 2.51% | 9 |
|
|
2022
Q2 | $2.13M | Buy |
15,230
+2,384
| +19% | +$333K | 1.56% | 16 |
|
|
2022
Q1 | $2.45M | Buy |
12,846
+1,441
| +13% | +$275K | 1.6% | 12 |
|
|
2021
Q4 | $2.37M | Buy |
11,405
+1,438
| +14% | +$299K | 1.76% | 12 |
|
|
2021
Q3 | $2.25M | Buy |
9,967
+1,231
| +14% | +$278K | 2.01% | 11 |
|
|
2021
Q2 | $2.09M | Buy |
+8,736
| New | +$2.09M | 2.03% | 10 |
|