WealthPLAN Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
1,481
-302
| -17% | -$63.3K | 0.05% | 212 |
|
|
2025
Q1 | $304K | Sell |
1,783
-219
| -11% | -$37.3K | 0.04% | 213 |
|
|
2024
Q4 | $354K | Sell |
2,002
-424
| -17% | -$75K | 0.05% | 197 |
|
|
2024
Q3 | $369K | Sell |
2,426
-504
| -17% | -$76.6K | 0.05% | 210 |
|
|
2024
Q2 | $533K | Sell |
2,930
-544
| -16% | -$99K | 0.06% | 198 |
|
|
2024
Q1 | $671K | Sell |
3,474
-1,230
| -26% | -$237K | 0.07% | 178 |
|
|
2023
Q4 | $1.23M | Sell |
4,704
-120
| -2% | -$31.3K | 0.13% | 147 |
|
|
2023
Q3 | $925K | Buy |
4,824
+374
| +8% | +$71.7K | 0.11% | 150 |
|
|
2023
Q2 | $940K | Sell |
4,450
-54
| -1% | -$11.4K | 0.13% | 140 |
|
|
2023
Q1 | $957K | Sell |
4,504
-4,313
| -49% | -$916K | 0.11% | 151 |
|
|
2022
Q4 | $1.93M | Buy |
+8,817
| New | +$1.93M | 0.13% | 122 |
|
|
2022
Q1 | $1.33M | Sell |
8,960
-1,554
| -15% | -$231K | 0.09% | 144 |
|
|
2021
Q4 | $2.11M | Buy |
10,514
+108
| +1% | +$21.6K | 0.14% | 116 |
|
|
2021
Q3 | $2.17M | Buy |
10,406
+1,126
| +12% | +$235K | 0.14% | 115 |
|
|
2021
Q2 | $2.22M | Buy |
9,280
+90
| +1% | +$21.6K | 0.16% | 106 |
|
|
2021
Q1 | $2.15M | Sell |
9,190
-228
| -2% | -$53.3K | 0.17% | 95 |
|
|
2020
Q4 | $1.98M | Sell |
9,418
-853
| -8% | -$180K | 0.17% | 97 |
|
|
2020
Q3 | $1.82M | Sell |
10,271
-101
| -1% | -$17.8K | 0.18% | 95 |
|
|
2020
Q2 | $1.81M | Sell |
10,372
-214
| -2% | -$37.4K | 0.19% | 93 |
|
|
2020
Q1 | $1.3M | Buy |
10,586
+4,135
| +64% | +$507K | 0.17% | 94 |
|
|
2019
Q4 | $2.24M | Sell |
6,451
-745
| -10% | -$259K | 0.26% | 81 |
|
|
2019
Q3 | $2.61M | Buy |
7,196
+61
| +0.9% | +$22.1K | 0.36% | 74 |
|
|
2019
Q2 | $2.38M | Buy |
7,135
+263
| +4% | +$87.5K | 0.36% | 72 |
|
|
2019
Q1 | $2.38M | Sell |
6,872
-512
| -7% | -$177K | 0.37% | 73 |
|
|
2018
Q4 | $3.09M | Sell |
7,384
-8
| -0.1% | -$3.34K | 0.5% | 64 |
|
|
2018
Q3 | $2.35M | Buy |
7,392
+62
| +0.8% | +$19.7K | 0.43% | 66 |
|
|
2018
Q2 | $2.46M | Sell |
7,330
-332
| -4% | -$111K | 0.5% | 59 |
|
|
2018
Q1 | $2.51M | Buy |
7,662
+1,864
| +32% | +$611K | 0.55% | 47 |
|
|
2017
Q4 | $1.71M | Buy |
5,798
+112
| +2% | +$33K | 0.46% | 59 |
|
|
2017
Q3 | $1.45M | Buy |
5,686
+135
| +2% | +$34.3K | 0.41% | 59 |
|
|
2017
Q2 | $1.1M | Buy |
5,551
+5,320
| +2,303% | +$1.05M | 0.32% | 66 |
|
|
2017
Q1 | $41K | Buy |
+231
| New | +$41K | 0.14% | 125 |
|
|
2016
Q3 | $736K | Sell |
5,564
-1,566
| -22% | -$207K | 0.24% | 64 |
|
|
2016
Q2 | $684K | Buy |
+7,130
| New | +$684K | 0.09% | 150 |
|
|
2015
Q4 | $638K | Buy |
+14,240
| New | +$638K | 0.1% | 139 |
|
|
2015
Q2 | $110K | Sell |
790
-544
| -41% | -$75.7K | 0.05% | 118 |
|
|
2015
Q1 | $201K | Buy |
+1,334
| New | +$201K | 0.09% | 113 |
|