WFA of San Diego’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
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|
2024
Q3 | $204K | Hold |
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|
2024
Q2 | $244K | Buy |
|
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|
2023
Q3 | $250K | Sell |
|
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|
2023
Q2 | $279K | Sell |
|
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|
2023
Q1 | $450K | Sell |
|
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|
2022
Q4 | $408K | Hold |
|
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|
2022
Q3 | $259K | Buy |
|
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|
2022
Q2 | $136K | Sell |
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|
2022
Q1 | $201K | Sell |
|
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|
2021
Q4 | $469K | Buy |
|
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|
2021
Q3 | $250K | Sell |
|
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|
2021
Q2 | $282K | Buy |
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|
2021
Q1 | $277K | Buy |
|
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|
2020
Q4 | $214 | Buy |
|
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.57M | Buy |
|