WF
WoodTrust Financial’s Boeing BA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.81M | Buy |
8,637
+7,206
| +504% | +$1.51M | 0.23% | 64 |
|
2025
Q1 | $244K | Buy |
+1,431
| New | +$244K | 0.03% | 149 |
|
2020
Q1 | – | Sell |
-11,205
| Closed | -$3.65M | – | 70 |
|
2019
Q4 | $3.65M | Sell |
11,205
-510
| -4% | -$166K | 1.44% | 27 |
|
2019
Q3 | $4.46M | Buy |
11,715
+190
| +2% | +$72.3K | 1.92% | 21 |
|
2019
Q2 | $4.2M | Buy |
11,525
+472
| +4% | +$172K | 1.89% | 21 |
|
2019
Q1 | $4.22M | Buy |
11,053
+464
| +4% | +$177K | 2.02% | 19 |
|
2018
Q4 | $3.42M | Buy |
10,589
+4,585
| +76% | +$1.48M | 1.93% | 19 |
|
2018
Q3 | $2.23M | Buy |
6,004
+99
| +2% | +$36.8K | 1.08% | 37 |
|
2018
Q2 | $1.98M | Sell |
5,905
-762
| -11% | -$256K | 1.04% | 37 |
|
2018
Q1 | $2.19M | Sell |
6,667
-368
| -5% | -$121K | 1.17% | 33 |
|
2017
Q4 | $2.08M | Buy |
+7,035
| New | +$2.08M | 1.1% | 39 |
|