WJ Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
+1,200
| New | +$251K | 0.08% | 86 |
|
|
2024
Q2 | – | Sell |
-3,050
| Closed | -$589K | – | 78 |
|
|
2024
Q1 | $589K | Sell |
3,050
-6,020
| -66% | -$1.16M | 0.23% | 51 |
|
|
2023
Q4 | $2.36M | Hold |
9,070
| – | – | 1.03% | 27 |
|
|
2023
Q3 | $1.74M | Hold |
9,070
| – | – | 0.84% | 27 |
|
|
2023
Q2 | $1.92M | Buy |
9,070
+4,535
| +100% | +$958K | 0.91% | 25 |
|
|
2023
Q1 | $963K | Sell |
4,535
-4,409
| -49% | -$937K | 0.65% | 28 |
|
|
2022
Q4 | $1.7M | Buy |
+8,944
| New | +$1.7M | 0.99% | 20 |
|
|
2022
Q2 | – | Sell |
-4,807
| Closed | -$921K | – | 49 |
|
|
2022
Q1 | $921K | Hold |
4,807
| – | – | 0.61% | 21 |
|
|
2021
Q4 | $967K | Buy |
4,807
+2,230
| +87% | +$449K | 0.58% | 27 |
|
|
2021
Q3 | $566K | Hold |
2,577
| – | – | 0.38% | 34 |
|
|
2021
Q2 | $617K | Buy |
2,577
+1,187
| +85% | +$284K | 1.91% | 14 |
|
|
2021
Q1 | $354K | Sell |
1,390
-2
| -0.1% | -$509 | 1.1% | 26 |
|
|
2020
Q4 | $298K | Buy |
+1,392
| New | +$298K | 0.93% | 28 |
|
|
2020
Q3 | – | Sell |
-1,882
| Closed | -$345K | – | 33 |
|
|
2020
Q2 | $345K | Buy |
+1,882
| New | +$345K | 0.24% | 37 |
|
|
2020
Q1 | – | Sell |
-3,676
| Closed | -$1.2M | – | 24 |
|
|
2019
Q4 | $1.2M | Buy |
+3,676
| New | +$1.2M | 3.02% | 10 |
|