Widmann Financial Services’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$976K Sell
4,656
-35
-0.7% -$7.33K 0.68% 44
2025
Q1
$800K Sell
4,691
-310
-6% -$52.9K 0.62% 47
2024
Q4
$885K Hold
5,001
0.69% 45
2024
Q3
$760K Sell
5,001
-45
-0.9% -$6.84K 0.58% 51
2024
Q2
$918K Sell
5,046
-142
-3% -$25.8K 0.75% 43
2024
Q1
$1M Sell
5,188
-324
-6% -$62.5K 0.84% 39
2023
Q4
$1.44M Sell
5,512
-52
-0.9% -$13.6K 1.29% 25
2023
Q3
$1.07M Sell
5,564
-14
-0.3% -$2.68K 1.06% 33
2023
Q2
$1.18M Buy
5,578
+102
+2% +$21.5K 1.13% 31
2023
Q1
$1.16M Sell
5,476
-15
-0.3% -$3.19K 1.17% 31
2022
Q4
$1.05M Buy
5,491
+3
+0.1% +$571 1.1% 31
2022
Q3
$665K Hold
5,488
0.74% 48
2022
Q2
$750K Buy
5,488
+52
+1% +$7.11K 0.78% 45
2022
Q1
$1.04M Sell
5,436
-14
-0.3% -$2.68K 0.92% 35
2021
Q4
$1.1M Buy
+5,450
New +$1.1M 0.9% 34