WDG
Wealth Dimensions Group’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Sell |
3,376
-436
| -11% | -$91.3K | 0.16% | 79 |
|
|
2025
Q1 | $650K | Sell |
3,812
-500
| -12% | -$85.3K | 0.16% | 80 |
|
|
2024
Q4 | $763K | Buy |
4,312
+780
| +22% | +$138K | 0.19% | 67 |
|
|
2024
Q3 | $537K | Buy |
3,532
+25
| +0.7% | +$3.8K | 0.14% | 79 |
|
|
2024
Q2 | $638K | Sell |
3,507
-830
| -19% | -$151K | 0.18% | 69 |
|
|
2024
Q1 | $837K | Buy |
4,337
+1,575
| +57% | +$304K | 0.25% | 50 |
|
|
2023
Q4 | $720K | Sell |
2,762
-37
| -1% | -$9.64K | 0.23% | 55 |
|
|
2023
Q3 | $536K | Buy |
2,799
+50
| +2% | +$9.58K | 0.19% | 71 |
|
|
2023
Q2 | $580K | Sell |
2,749
-24
| -0.9% | -$5.07K | 0.21% | 67 |
|
|
2023
Q1 | $589K | Hold |
2,773
| – | – | 0.23% | 61 |
|
|
2022
Q4 | $528K | Buy |
2,773
+161
| +6% | +$30.7K | 0.22% | 65 |
|
|
2022
Q3 | $316K | Hold |
2,612
| – | – | 0.16% | 88 |
|
|
2022
Q2 | $357K | Buy |
2,612
+599
| +30% | +$81.9K | 0.17% | 90 |
|
|
2022
Q1 | $385K | Buy |
2,013
+514
| +34% | +$98.3K | 0.18% | 93 |
|
|
2021
Q4 | $302K | Buy |
1,499
+2
| +0.1% | +$403 | 0.15% | 100 |
|
|
2021
Q3 | $329K | Sell |
1,497
-90
| -6% | -$19.8K | 0.21% | 96 |
|
|
2021
Q2 | $380K | Sell |
1,587
-79
| -5% | -$18.9K | 0.26% | 82 |
|
|
2021
Q1 | $424K | Buy |
1,666
+170
| +11% | +$43.3K | 0.33% | 71 |
|
|
2020
Q4 | $320K | Buy |
+1,496
| New | +$320K | 0.28% | 75 |
|