WealthShield 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 | $582K | Buy |
2,778
+956
| +52% | +$200K | 0.07% | 219 |
|
|
2025
Q1 | $311K | Sell |
1,822
-165
| -8% | -$28.1K | 0.04% | 268 |
|
|
2024
Q4 | $352K | Sell |
1,987
-5
| -0.3% | -$885 | 0.05% | 232 |
|
|
2024
Q3 | $303K | Sell |
1,992
-186
| -9% | -$28.3K | 0.04% | 246 |
|
|
2024
Q2 | $396K | Buy |
2,178
+940
| +76% | +$171K | 0.06% | 219 |
|
|
2024
Q1 | $239K | Sell |
1,238
-7,280
| -85% | -$1.4M | 0.04% | 252 |
|
|
2023
Q4 | $2.22M | Buy |
8,518
+7,439
| +689% | +$1.94M | 0.37% | 81 |
|
|
2023
Q3 | $207K | Sell |
1,079
-50
| -4% | -$9.58K | 0.03% | 287 |
|
|
2023
Q2 | $238K | Sell |
1,129
-63
| -5% | -$13.3K | 0.04% | 272 |
|
|
2023
Q1 | $253K | Sell |
1,192
-62
| -5% | -$13.2K | 0.04% | 269 |
|
|
2022
Q4 | $239K | Buy |
+1,254
| New | +$239K | 0.05% | 265 |
|
|
2022
Q2 | – | Sell |
-1,670
| Closed | -$320K | – | 294 |
|
|
2022
Q1 | $320K | Sell |
1,670
-2,180
| -57% | -$418K | 0.05% | 277 |
|
|
2021
Q4 | $775K | Buy |
3,850
+926
| +32% | +$186K | 0.13% | 161 |
|
|
2021
Q3 | $643K | Sell |
2,924
-240
| -8% | -$52.8K | 0.17% | 117 |
|
|
2021
Q2 | $758K | Buy |
3,164
+396
| +14% | +$94.9K | 0.12% | 128 |
|
|
2021
Q1 | $705K | Sell |
2,768
-1,943
| -41% | -$495K | 0.13% | 120 |
|
|
2020
Q4 | $1.01M | Sell |
4,711
-389
| -8% | -$83.2K | 0.19% | 100 |
|
|
2020
Q3 | $843K | Buy |
5,100
+1,577
| +45% | +$261K | 0.3% | 79 |
|
|
2020
Q2 | $646K | Buy |
3,523
+1,308
| +59% | +$240K | 0.3% | 77 |
|
|
2020
Q1 | $330K | Sell |
2,215
-184
| -8% | -$27.4K | 0.2% | 108 |
|
|
2019
Q4 | $782K | Buy |
2,399
+169
| +8% | +$55.1K | 0.38% | 56 |
|
|
2019
Q3 | $848K | Buy |
2,230
+17
| +0.8% | +$6.47K | 0.45% | 47 |
|
|
2019
Q2 | $805K | Buy |
2,213
+133
| +6% | +$48.4K | 0.47% | 46 |
|
|
2019
Q1 | $793K | Buy |
2,080
+156
| +8% | +$59.5K | 0.44% | 50 |
|
|
2018
Q4 | $620K | Hold |
1,924
| – | – | 0.42% | 47 |
|
|
2018
Q3 | $716K | Sell |
1,924
-19,027
| -91% | -$7.08M | 0.41% | 46 |
|
|
2018
Q2 | $677K | Buy |
20,951
+19,012
| +981% | +$614K | 0.41% | 46 |
|
|
2018
Q1 | $636K | Sell |
1,939
-477
| -20% | -$156K | 0.4% | 48 |
|
|
2017
Q4 | $717K | Buy |
+2,416
| New | +$717K | 0.44% | 48 |
|