Wealthspire Advisors (New York)’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
15,085
+496
| +3% | +$104K | 0.02% | 215 |
|
|
2025
Q1 | $2.49M | Sell |
14,589
-244
| -2% | -$41.6K | 0.01% | 243 |
|
|
2024
Q4 | $2.63M | Sell |
14,833
-133
| -0.9% | -$23.5K | 0.03% | 211 |
|
|
2024
Q3 | $2.28M | Buy |
14,966
+1,402
| +10% | +$213K | 0.02% | 232 |
|
|
2024
Q2 | $2.47M | Sell |
13,564
-541
| -4% | -$98.5K | 0.03% | 180 |
|
|
2024
Q1 | $2.72M | Buy |
14,105
+6,348
| +82% | +$1.23M | 0.04% | 162 |
|
|
2023
Q4 | $2.02M | Buy |
7,757
+895
| +13% | +$233K | 0.03% | 188 |
|
|
2023
Q3 | $1.32M | Buy |
6,862
+1,225
| +22% | +$235K | 0.02% | 233 |
|
|
2023
Q2 | $1.19M | Buy |
5,637
+213
| +4% | +$45K | 0.02% | 226 |
|
|
2023
Q1 | $1.15M | Sell |
5,424
-1,033
| -16% | -$219K | 0.02% | 225 |
|
|
2022
Q4 | $1.23M | Buy |
6,457
+740
| +13% | +$141K | 0.02% | 221 |
|
|
2022
Q3 | $692K | Sell |
5,717
-11,346
| -66% | -$1.37M | 0.01% | 288 |
|
|
2022
Q2 | $2.33M | Buy |
17,063
+9,420
| +123% | +$1.29M | 0.05% | 132 |
|
|
2022
Q1 | $1.46M | Buy |
7,643
+1,356
| +22% | +$260K | 0.03% | 147 |
|
|
2021
Q4 | $1.27M | Buy |
6,287
+1,278
| +26% | +$257K | 0.03% | 200 |
|
|
2021
Q3 | $1.1M | Buy |
5,009
+600
| +14% | +$132K | 0.02% | 232 |
|
|
2021
Q2 | $1.06M | Sell |
4,409
-5,831
| -57% | -$1.4M | 0.03% | 158 |
|
|
2021
Q1 | $2.61M | Buy |
10,240
+2,118
| +26% | +$539K | 0.06% | 143 |
|
|
2020
Q4 | $1.74M | Buy |
8,122
+4,795
| +144% | +$1.03M | 0.05% | 147 |
|
|
2020
Q3 | $550K | Buy |
3,327
+69
| +2% | +$11.4K | 0.03% | 170 |
|
|
2020
Q2 | $597K | Sell |
3,258
-4,117
| -56% | -$754K | 0.04% | 139 |
|
|
2020
Q1 | $1.1M | Buy |
7,375
+5,098
| +224% | +$760K | 0.05% | 179 |
|
|
2019
Q4 | $742K | Buy |
2,277
+496
| +28% | +$162K | 0.05% | 82 |
|
|
2019
Q3 | $678K | Buy |
+1,781
| New | +$678K | 0.06% | 67 |
|
|
2019
Q1 | – | Sell |
-955
| Closed | -$308K | – | 113 |
|
|
2018
Q4 | $308K | Buy |
+955
| New | +$308K | 0.03% | 49 |
|