West Branch 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 | $838K | Buy |
4,000
+3,000
| +300% | +$629K | 0.25% | 50 |
|
|
2025
Q1 | $171K | Buy |
+1,000
| New | +$171K | 0.06% | 87 |
|
|
2024
Q4 | – | Sell |
-4
| Closed | -$609 | – | 556 |
|
|
2024
Q3 | $609 | Buy |
+4
| New | +$609 | ﹤0.01% | 408 |
|
|
2020
Q1 | – | Sell |
-9,365
| Closed | -$3.05M | – | 76 |
|
|
2019
Q4 | $3.05M | Sell |
9,365
-2,678
| -22% | -$872K | 2.12% | 12 |
|
|
2019
Q3 | $4.53M | Sell |
12,043
-931
| -7% | -$350K | 3.35% | 8 |
|
|
2019
Q2 | $4.72M | Sell |
12,974
-20
| -0.2% | -$7.28K | 3.9% | 5 |
|
|
2019
Q1 | $4.96M | Buy |
12,994
+466
| +4% | +$178K | 4.44% | 4 |
|
|
2018
Q4 | $4.04M | Sell |
12,528
-388
| -3% | -$125K | 4.26% | 6 |
|
|
2018
Q3 | $4.8M | Buy |
12,916
+93
| +0.7% | +$34.6K | 3.56% | 6 |
|
|
2018
Q2 | $4.3M | Buy |
12,823
+2,807
| +28% | +$942K | 3.39% | 5 |
|
|
2018
Q1 | $3.28M | Buy |
+10,016
| New | +$3.28M | 3.61% | 6 |
|