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