Wealth Effects’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
10,225
+609
| +6% | +$128K | 0.8% | 26 |
|
|
2025
Q1 | $1.64M | Buy |
9,616
+160
| +2% | +$27.3K | 0.69% | 30 |
|
|
2024
Q4 | $1.67M | Sell |
9,456
-1,716
| -15% | -$304K | 0.59% | 33 |
|
|
2024
Q3 | $1.7M | Buy |
11,172
+176
| +2% | +$26.8K | 0.6% | 38 |
|
|
2024
Q2 | $2M | Buy |
10,996
+577
| +6% | +$105K | 0.73% | 25 |
|
|
2024
Q1 | $2.01M | Buy |
10,419
+805
| +8% | +$155K | 0.74% | 22 |
|
|
2023
Q4 | $2.51M | Buy |
9,614
+1,366
| +17% | +$356K | 0.94% | 17 |
|
|
2023
Q3 | $1.58M | Buy |
8,248
+318
| +4% | +$61K | 0.78% | 23 |
|
|
2023
Q2 | $1.67M | Buy |
7,930
+242
| +3% | +$51.1K | 0.74% | 24 |
|
|
2023
Q1 | $1.63M | Buy |
7,688
+113
| +1% | +$24K | 0.84% | 24 |
|
|
2022
Q4 | $1.44M | Sell |
7,575
-373
| -5% | -$71.1K | 0.82% | 31 |
|
|
2022
Q3 | $962K | Sell |
7,948
-1,183
| -13% | -$143K | 0.59% | 42 |
|
|
2022
Q2 | $1.25M | Buy |
9,131
+75
| +0.8% | +$10.3K | 0.75% | 33 |
|
|
2022
Q1 | $1.73M | Buy |
9,056
+340
| +4% | +$65.1K | 0.81% | 26 |
|
|
2021
Q4 | $1.76M | Buy |
+8,716
| New | +$1.76M | 0.73% | 27 |
|