WealthPlan Investment Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
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|
2025
Q2 | $714K | Buy |
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|
2025
Q1 | $477K | Sell |
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|
2024
Q4 | $510K | Sell |
|
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|
2024
Q3 | $562K | Sell |
|
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|
2024
Q2 | $676K | Hold |
|
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|
2024
Q1 | $717K | Sell |
|
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|
2023
Q4 | $1.23M | Buy |
|
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|
2023
Q3 | $895K | Buy |
|
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|
2023
Q2 | $681K | Sell |
|
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|
2023
Q1 | $960K | Sell |
|
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|
2022
Q4 | $1.9M | Sell |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q1 | $1.33M | Buy |
|