Waterfront 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 | $281K | Sell |
1,341
-25
| -2% | -$5.24K | 0.06% | 228 |
|
|
2025
Q1 | $233K | Hold |
1,366
| – | – | 0.06% | 237 |
|
|
2024
Q4 | $242K | Hold |
1,366
| – | – | 0.06% | 233 |
|
|
2024
Q3 | $212K | Hold |
1,366
| – | – | 0.05% | 245 |
|
|
2024
Q2 | $249K | Sell |
1,366
-301
| -18% | -$54.8K | 0.07% | 223 |
|
|
2024
Q1 | $277K | Hold |
1,667
| – | – | 0.08% | 213 |
|
|
2023
Q4 | $434K | Hold |
1,667
| – | – | 0.13% | 174 |
|
|
2023
Q3 | $303K | Hold |
1,667
| – | – | 0.1% | 193 |
|
|
2023
Q2 | $357K | Hold |
1,667
| – | – | 0.11% | 187 |
|
|
2023
Q1 | $354K | Hold |
1,667
| – | – | 0.12% | 186 |
|
|
2022
Q4 | $352K | Sell |
1,667
-37
| -2% | -$7.81K | 0.12% | 187 |
|
|
2022
Q3 | $242K | Buy |
1,704
+37
| +2% | +$5.26K | 0.09% | 209 |
|
|
2022
Q2 | $228K | Buy |
1,667
+100
| +6% | +$13.7K | 0.09% | 206 |
|
|
2022
Q1 | $276K | Sell |
1,567
-7
| -0.4% | -$1.23K | 0.1% | 198 |
|
|
2021
Q4 | $317K | Buy |
1,574
+7
| +0.4% | +$1.41K | 0.13% | 160 |
|
|
2021
Q3 | $345K | Hold |
1,567
| – | – | 0.17% | 121 |
|
|
2021
Q2 | $375K | Hold |
1,567
| – | – | 0.18% | 117 |
|
|
2021
Q1 | $396K | Hold |
1,567
| – | – | 0.2% | 112 |
|
|
2020
Q4 | $335K | Buy |
+1,567
| New | +$335K | 0.24% | 93 |
|