WealthPlan Investment Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $714K | Buy |
3,407
+613
| +22% | +$128K | 0.05% | 204 |
|
|
2025
Q1 | $477K | Sell |
2,794
-89
| -3% | -$15.2K | 0.05% | 177 |
|
|
2024
Q4 | $510K | Sell |
2,883
-811
| -22% | -$144K | 0.05% | 170 |
|
|
2024
Q3 | $562K | Sell |
3,694
-22
| -0.6% | -$3.35K | 0.06% | 149 |
|
|
2024
Q2 | $676K | Hold |
3,716
| – | – | 0.1% | 107 |
|
|
2024
Q1 | $717K | Sell |
3,716
-1,000
| -21% | -$193K | 0.11% | 107 |
|
|
2023
Q4 | $1.23M | Buy |
4,716
+49
| +1% | +$12.8K | 0.2% | 89 |
|
|
2023
Q3 | $895K | Buy |
4,667
+1,440
| +45% | +$276K | 0.16% | 95 |
|
|
2023
Q2 | $681K | Sell |
3,227
-1,291
| -29% | -$273K | 0.2% | 84 |
|
|
2023
Q1 | $960K | Sell |
4,518
-4,299
| -49% | -$913K | 0.17% | 88 |
|
|
2022
Q4 | $1.9M | Sell |
8,817
-467
| -5% | -$101K | 0.13% | 125 |
|
|
2022
Q3 | $1.64M | Buy |
+9,284
| New | +$1.64M | 0.12% | 129 |
|
|
2022
Q1 | $1.33M | Buy |
+8,960
| New | +$1.33M | 0.09% | 144 |
|