Woodmont Investment Counsel’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,243
| Closed | -$324K | – | 368 |
|
|
2023
Q4 | $324K | Buy |
1,243
+30
| +2% | +$7.82K | 0.03% | 198 |
|
|
2023
Q3 | $233K | Hold |
1,213
| – | – | 0.02% | 215 |
|
|
2023
Q2 | $256K | Sell |
1,213
-100
| -8% | -$21.1K | 0.03% | 211 |
|
|
2023
Q1 | $279K | Buy |
1,313
+248
| +23% | +$52.7K | 0.03% | 204 |
|
|
2022
Q4 | $203K | Buy |
+1,065
| New | +$203K | 0.02% | 247 |
|
|
2019
Q1 | – | Sell |
-795
| Closed | -$256K | – | 175 |
|
|
2018
Q4 | $256K | Buy |
+795
| New | +$256K | 0.07% | 156 |
|
|
2016
Q4 | – | Sell |
-100
| Closed | -$13K | – | 226 |
|
|
2016
Q3 | $13K | Buy |
+100
| New | +$13K | ﹤0.01% | 429 |
|
|
2016
Q2 | – | Sell |
-100
| Closed | -$13K | – | 206 |
|
|
2016
Q1 | $13K | Hold |
100
| – | – | ﹤0.01% | 388 |
|
|
2015
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 386 |
|
|
2015
Q3 | $13K | Sell |
100
-125
| -56% | -$16.3K | ﹤0.01% | 397 |
|
|
2015
Q2 | $31K | Buy |
+225
| New | +$31K | 0.01% | 311 |
|