Wolf Group Capital Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $369K | Buy |
+2,166
| New | +$369K | 0.12% | 114 |
|
|
2024
Q3 | – | Sell |
-2,163
| Closed | -$394K | – | 108 |
|
|
2024
Q2 | $394K | Buy |
+2,163
| New | +$394K | 0.16% | 97 |
|
|
2020
Q1 | – | Sell |
-1,161
| Closed | -$378K | – | 75 |
|
|
2019
Q4 | $378K | Hold |
1,161
| – | – | 0.25% | 59 |
|
|
2019
Q3 | $442K | Sell |
1,161
-41
| -3% | -$15.6K | 0.3% | 56 |
|
|
2019
Q2 | $438K | Buy |
1,202
+56
| +5% | +$20.4K | 0.3% | 56 |
|
|
2019
Q1 | $437K | Hold |
1,146
| – | – | 0.3% | 57 |
|
|
2018
Q4 | $370K | Hold |
1,146
| – | – | 0.28% | 64 |
|
|
2018
Q3 | $426K | Hold |
1,146
| – | – | 0.28% | 72 |
|
|
2018
Q2 | $384K | Hold |
1,146
| – | – | 0.25% | 74 |
|
|
2018
Q1 | $376K | Sell |
1,146
-48
| -4% | -$15.7K | 0.25% | 82 |
|
|
2017
Q4 | $352K | Hold |
1,194
| – | – | 0.22% | 91 |
|
|
2017
Q3 | $310K | Hold |
1,194
| – | – | 0.22% | 87 |
|
|
2017
Q2 | $236K | Hold |
1,194
| – | – | 0.18% | 85 |
|
|
2017
Q1 | $211K | Buy |
+1,194
| New | +$211K | 0.14% | 94 |
|