WealthPLAN Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $332K | Sell |
1,669
-65
| -4% | -$14.8K | 0.06% | 183 |
|
|
2025
Q4 | $376K | Sell |
1,734
-2,127
| -55% | -$437K | 0.06% | 213 |
|
|
2025
Q3 | $833K | Buy |
3,861
+2,380
| +161% | +$537K | 0.12% | 138 |
|
|
2025
Q2 | $310K | Sell |
1,481
-302
| -17% | -$57K | 0.05% | 212 |
|
|
2025
Q1 | $304K | Sell |
1,783
-219
| -11% | -$37.9K | 0.04% | 213 |
|
|
2024
Q4 | $354K | Sell |
2,002
-424
| -17% | -$66.5K | 0.05% | 197 |
|
|
2024
Q3 | $369K | Sell |
2,426
-504
| -17% | -$86.4K | 0.05% | 210 |
|
|
2024
Q2 | $533K | Sell |
2,930
-544
| -16% | -$97K | 0.06% | 198 |
|
|
2024
Q1 | $671K | Sell |
3,474
-1,230
| -26% | -$253K | 0.07% | 178 |
|
|
2023
Q4 | $1.23M | Sell |
4,704
-120
| -2% | -$25.7K | 0.13% | 147 |
|
|
2023
Q3 | $925K | Buy |
4,824
+374
| +8% | +$81.8K | 0.11% | 150 |
|
|
2023
Q2 | $940K | Sell |
4,450
-54
| -1% | -$11.2K | 0.13% | 140 |
|
|
2023
Q1 | $957K | Sell |
4,504
-4,313
| -49% | -$896K | 0.11% | 151 |
|
|
2022
Q4 | $1.93M | Buy |
+8,817
| New | +$1.44M | 0.13% | 122 |
|
|
2022
Q1 | $1.33M | Sell |
8,960
-1,554
| -15% | -$312K | 0.09% | 144 |
|
|
2021
Q4 | $2.1M | Buy |
10,514
+108
| +1% | +$22.8K | 0.14% | 116 |
|
|
2021
Q3 | $2.17M | Buy |
10,406
+1,126
| +12% | +$251K | 0.14% | 115 |
|
|
2021
Q2 | $2.22M | Buy |
9,280
+90
| +1% | +$21.8K | 0.16% | 106 |
|
|
2021
Q1 | $2.15M | Sell |
9,190
-228
| -2% | -$50.7K | 0.17% | 95 |
|
|
2020
Q4 | $1.98M | Sell |
9,418
-853
| -8% | -$164K | 0.17% | 97 |
|
|
2020
Q3 | $1.81M | Sell |
10,271
-101
| -1% | -$17.2K | 0.18% | 95 |
|
|
2020
Q2 | $1.81M | Sell |
10,372
-214
| -2% | -$32.9K | 0.19% | 93 |
|
|
2020
Q1 | $1.3M | Buy |
10,586
+4,135
| +64% | +$1.13M | 0.17% | 94 |
|
|
2019
Q4 | $2.24M | Sell |
6,451
-745
| -10% | -$264K | 0.26% | 81 |
|
|
2019
Q3 | $2.61M | Buy |
7,196
+61
| +0.9% | +$21.8K | 0.36% | 74 |
|
|
2019
Q2 | $2.38M | Buy |
7,135
+263
| +4% | +$95.9K | 0.36% | 72 |
|
|
2019
Q1 | $2.38M | Sell |
6,872
-512
| -7% | -$197K | 0.37% | 73 |
|
|
2018
Q4 | $3.09M | Sell |
7,384
-8
| -0.1% | -$2.76K | 0.5% | 64 |
|
|
2018
Q3 | $2.35M | Buy |
7,392
+62
| +0.8% | +$21.8K | 0.43% | 66 |
|
|
2018
Q2 | $2.46M | Sell |
7,330
-332
| -4% | -$114K | 0.5% | 59 |
|
|
2018
Q1 | $2.51M | Buy |
7,662
+1,864
| +32% | +$630K | 0.55% | 47 |
|
|
2017
Q4 | $1.71M | Buy |
5,798
+112
| +2% | +$30.3K | 0.46% | 59 |
|
|
2017
Q3 | $1.45M | Buy |
5,686
+135
| +2% | +$31.5K | 0.41% | 59 |
|
|
2017
Q2 | $1.1M | Buy |
5,551
+5,320
| +2,303% | +$990K | 0.32% | 66 |
|
|
2017
Q1 | $41K | Buy |
+231
| New | +$39.3K | 0.14% | 125 |
|
|
2016
Q3 | $736K | Sell |
5,564
-1,566
| -22% | -$206K | 0.24% | 64 |
|
|
2016
Q2 | $684K | Buy |
+7,130
| New | +$929K | 0.09% | 150 |
|
|
2015
Q4 | $638K | Buy |
+14,240
| New | +$2.05M | 0.1% | 139 |
|
|
2015
Q2 | $110K | Sell |
790
-544
| -41% | -$79.3K | 0.05% | 118 |
|
|
2015
Q1 | $201K | Buy |
+1,334
| New | +$194K | 0.09% | 113 |
|
Other funds holding BA
VCM
VPM
