Waterloo Capital’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $611K | Buy |
2,916
+601
| +26% | +$126K | 0.05% | 240 |
|
2025
Q1 | $395K | Sell |
2,315
-254
| -10% | -$43.3K | 0.04% | 282 |
|
2024
Q4 | $455K | Buy |
+2,569
| New | +$455K | 0.05% | 242 |
|
2024
Q3 | – | Sell |
-1,610
| Closed | -$293K | – | 358 |
|
2024
Q2 | $293K | Buy |
1,610
+579
| +56% | +$105K | 0.04% | 295 |
|
2024
Q1 | $199K | Sell |
1,031
-165
| -14% | -$31.8K | 0.03% | 351 |
|
2023
Q4 | $312K | Buy |
+1,196
| New | +$312K | 0.05% | 285 |
|