Wells Trecaso Financial Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Sell |
24,725
-1,623
| -6% | -$340K | 1.6% | 22 |
|
|
2025
Q1 | $4.49M | Sell |
26,348
-475
| -2% | -$81K | 1.5% | 24 |
|
|
2024
Q4 | $4.75M | Sell |
26,823
-1,654
| -6% | -$293K | 1.55% | 25 |
|
|
2024
Q3 | $4.33M | Sell |
28,477
-444
| -2% | -$67.5K | 1.42% | 24 |
|
|
2024
Q2 | $5.26M | Buy |
28,921
+46
| +0.2% | +$8.37K | 1.82% | 23 |
|
|
2024
Q1 | $5.57M | Buy |
28,875
+727
| +3% | +$140K | 1.97% | 23 |
|
|
2023
Q4 | $7.34M | Buy |
28,148
+300
| +1% | +$78.2K | 2.96% | 11 |
|
|
2023
Q3 | $5.34M | Buy |
27,848
+285
| +1% | +$54.6K | 2.37% | 16 |
|
|
2023
Q2 | $5.82M | Buy |
27,563
+246
| +0.9% | +$51.9K | 2.5% | 14 |
|
|
2023
Q1 | $5.8M | Buy |
27,317
+373
| +1% | +$79.2K | 2.69% | 15 |
|
|
2022
Q4 | $5.13M | Buy |
26,944
+2
| +0% | +$381 | 2.56% | 17 |
|
|
2022
Q3 | $3.26M | Sell |
26,942
-208
| -0.8% | -$25.2K | 1.79% | 23 |
|
|
2022
Q2 | $3.71M | Buy |
27,150
+290
| +1% | +$39.6K | 1.92% | 23 |
|
|
2022
Q1 | $5.14M | Buy |
26,860
+546
| +2% | +$105K | 2.29% | 17 |
|
|
2021
Q4 | $5.3M | Buy |
26,314
+1,018
| +4% | +$205K | 2.3% | 17 |
|
|
2021
Q3 | $5.56M | Buy |
25,296
+11,443
| +83% | +$2.52M | 2.65% | 14 |
|
|
2021
Q2 | $3.32M | Buy |
13,853
+11,600
| +515% | +$2.78M | 1.6% | 24 |
|
|
2021
Q1 | $574K | Buy |
2,253
+235
| +12% | +$59.9K | 0.3% | 51 |
|
|
2020
Q4 | $432K | Buy |
2,018
+350
| +21% | +$74.9K | 0.24% | 56 |
|
|
2020
Q3 | $275K | Sell |
1,668
-54
| -3% | -$8.9K | 0.18% | 58 |
|
|
2020
Q2 | $316K | Buy |
+1,722
| New | +$316K | 0.22% | 54 |
|