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Wealth Management Partners’s Boeing BA Stock Holding History

Wealth Management Partners’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,695
Closed -$309K – 112
2024
Q2 		$309K Sell
1,695
-232
-12% -$41.4K 0.15% 82
2024
Q1 		$372K Buy
+1,927
New +$396K 0.19% 82
2023
Q1 		– Sell
-1,000
Closed -$231K – 113
2022
Q4 		$231K Buy
+1,000
New +$164K 0.19% 88
2022
Q2 		– Sell
-1,000
Closed -$283K – 99
2022
Q1 		$283K Sell
1,000
-1,000
-50% -$201K 0.2% 91
2021
Q4 		$328K Buy
2,000
+323
+19% +$68.2K 0.23% 85
2021
Q3 		$369K Buy
1,677
+125
+8% +$27.9K 0.27% 74
2021
Q2 		$372K Buy
1,552
+170
+12% +$41.1K 0.26% 79
2021
Q1 		$349K Hold
1,382
– – 0.26% 79
2020
Q4 		$279K Buy
+1,382
New +$266K 0.22% 95

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Bank of America
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