Wealthquest’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,881
| Closed | -$342K | – | 133 |
|
|
2024
Q2 | $342K | Hold |
1,881
| – | – | 0.04% | 92 |
|
|
2024
Q1 | $363K | Sell |
1,881
-343
| -15% | -$66.2K | 0.04% | 89 |
|
|
2023
Q4 | $580K | Sell |
2,224
-4
| -0.2% | -$1.04K | 0.06% | 72 |
|
|
2023
Q3 | $427K | Buy |
2,228
+4
| +0.2% | +$767 | 0.05% | 81 |
|
|
2023
Q2 | $470K | Sell |
2,224
-377
| -14% | -$79.6K | 0.06% | 73 |
|
|
2023
Q1 | $553K | Sell |
2,601
-10
| -0.4% | -$2.12K | 0.07% | 70 |
|
|
2022
Q4 | $497K | Sell |
2,611
-2,150
| -45% | -$410K | 0.06% | 76 |
|
|
2022
Q3 | $576K | Hold |
4,761
| – | – | 0.08% | 71 |
|
|
2022
Q2 | $650K | Sell |
4,761
-156
| -3% | -$21.3K | 0.1% | 64 |
|
|
2022
Q1 | $989K | Hold |
4,917
| – | – | 0.15% | 56 |
|
|
2021
Q4 | $989K | Sell |
4,917
-187
| -4% | -$37.6K | 0.15% | 56 |
|
|
2021
Q3 | $1.12M | Sell |
5,104
-4
| -0.1% | -$879 | 0.19% | 48 |
|
|
2021
Q2 | $1.22M | Sell |
5,108
-30
| -0.6% | -$7.18K | 0.21% | 44 |
|
|
2021
Q1 | $1.31M | Hold |
5,138
| – | – | 0.24% | 42 |
|
|
2020
Q4 | $1.1M | Buy |
5,138
+320
| +7% | +$68.4K | 0.24% | 41 |
|
|
2020
Q3 | $796K | Sell |
4,818
-5,208
| -52% | -$860K | 0.2% | 48 |
|
|
2020
Q2 | $1.84M | Buy |
+10,026
| New | +$1.84M | 0.47% | 26 |
|
|
2019
Q4 | $3.47M | Sell |
10,661
-65
| -0.6% | -$21.2K | 0.99% | 21 |
|
|
2019
Q3 | $4.08M | Buy |
10,726
+85
| +0.8% | +$32.3K | 1.36% | 14 |
|
|
2019
Q2 | $3.87M | Sell |
10,641
-271
| -2% | -$98.6K | 1.46% | 14 |
|
|
2019
Q1 | $4.16M | Buy |
10,912
+37
| +0.3% | +$14.1K | 1.57% | 12 |
|
|
2018
Q4 | $3.51M | Buy |
+10,875
| New | +$3.51M | 1.44% | 15 |
|
|
2015
Q3 | $384K | Sell |
2,932
-839
| -22% | -$110K | 0.7% | 20 |
|
|
2015
Q2 | $523K | Hold |
3,771
| – | – | 0.77% | 15 |
|
|
2015
Q1 | $566K | Buy |
3,771
+20
| +0.5% | +$3K | 0.82% | 16 |
|
|
2014
Q4 | $488K | Buy |
+3,751
| New | +$488K | 0.5% | 18 |
|