Wedmont Private Capital’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
6,952
+1,045
| +18% | +$237K | 0.07% | 188 |
|
|
2025
Q1 | $926K | Buy |
5,907
+957
| +19% | +$150K | 0.05% | 237 |
|
|
2024
Q4 | $851K | Buy |
4,950
+381
| +8% | +$65.5K | 0.04% | 257 |
|
|
2024
Q3 | $712K | Sell |
4,569
-541
| -11% | -$84.3K | 0.04% | 276 |
|
|
2024
Q2 | $932K | Sell |
5,110
-406
| -7% | -$74K | 0.06% | 210 |
|
|
2024
Q1 | $983K | Sell |
5,516
-530
| -9% | -$94.4K | 0.07% | 184 |
|
|
2023
Q4 | $1.38M | Buy |
6,046
+1,301
| +27% | +$298K | 0.11% | 114 |
|
|
2023
Q3 | $894K | Buy |
4,745
+132
| +3% | +$24.9K | 0.09% | 142 |
|
|
2023
Q2 | $983K | Buy |
4,613
+330
| +8% | +$70.3K | 0.11% | 130 |
|
|
2023
Q1 | $903K | Buy |
4,283
+243
| +6% | +$51.2K | 0.12% | 126 |
|
|
2022
Q4 | $861K | Buy |
4,040
+557
| +16% | +$119K | 0.13% | 127 |
|
|
2022
Q3 | $422K | Buy |
3,483
+812
| +30% | +$98.4K | 0.08% | 184 |
|
|
2022
Q2 | $365K | Sell |
2,671
-59
| -2% | -$8.06K | 0.08% | 191 |
|
|
2022
Q1 | $522K | Buy |
2,730
+592
| +28% | +$113K | 0.12% | 137 |
|
|
2021
Q4 | $479K | Buy |
+2,138
| New | +$479K | 0.15% | 113 |
|