WFA of San Diego’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
+1,694
| New | +$355K | 0.26% | 68 |
|
|
2024
Q3 | $204K | Hold |
1,339
| – | – | 0.17% | 90 |
|
|
2024
Q2 | $244K | Buy |
+1,339
| New | +$244K | 0.22% | 81 |
|
|
2023
Q3 | $250K | Sell |
1,302
-18
| -1% | -$3.45K | 0.26% | 74 |
|
|
2023
Q2 | $279K | Sell |
1,320
-800
| -38% | -$169K | 0.27% | 70 |
|
|
2023
Q1 | $450K | Sell |
2,120
-20
| -0.9% | -$4.25K | 0.47% | 46 |
|
|
2022
Q4 | $408K | Hold |
2,140
| – | – | 0.31% | 65 |
|
|
2022
Q3 | $259K | Buy |
2,140
+1,142
| +114% | +$138K | 0.23% | 78 |
|
|
2022
Q2 | $136K | Sell |
998
-50
| -5% | -$6.81K | 0.12% | 97 |
|
|
2022
Q1 | $201K | Sell |
1,048
-1,282
| -55% | -$246K | 0.15% | 91 |
|
|
2021
Q4 | $469K | Buy |
2,330
+1,194
| +105% | +$240K | 0.27% | 72 |
|
|
2021
Q3 | $250K | Sell |
1,136
-41
| -3% | -$9.02K | 0.17% | 89 |
|
|
2021
Q2 | $282K | Buy |
1,177
+91
| +8% | +$21.8K | 0.22% | 73 |
|
|
2021
Q1 | $277K | Buy |
1,086
+10
| +0.9% | +$2.55K | 0.23% | 75 |
|
|
2020
Q4 | $214 | Buy |
+1,076
| New | +$214 | 0.06% | 49 |
|
|
2020
Q3 | – | Sell |
-5,496
| Closed | -$1.57M | – | 85 |
|
|
2020
Q2 | $1.57M | Buy |
+5,496
| New | +$1.57M | 0.37% | 68 |
|