Woodward Diversified Capital’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $240K | Hold |
1,075
| – | – | 0.11% | 157 |
|
|
2025
Q4 | $233K | Sell |
1,075
-85
| -7% | -$17.5K | 0.11% | 160 |
|
|
2025
Q3 | $250K | Sell |
1,160
-120
| -9% | -$27.1K | 0.12% | 157 |
|
|
2025
Q2 | $268K | Hold |
1,280
| – | – | 0.14% | 141 |
|
|
2025
Q1 | $218K | Hold |
1,280
| – | – | 0.15% | 122 |
|
|
2024
Q4 | $227K | Sell |
1,280
-442
| -26% | -$69.4K | 0.17% | 115 |
|
|
2024
Q3 | $262K | Sell |
1,722
-25
| -1% | -$4.29K | 0.17% | 136 |
|
|
2024
Q2 | $318K | Sell |
1,747
-29
| -2% | -$5.17K | 0.19% | 118 |
|
|
2024
Q1 | $343K | Sell |
1,776
-300
| -14% | -$61.6K | 0.21% | 114 |
|
|
2023
Q4 | $541K | Sell |
2,076
-7
| -0.3% | -$1.5K | 0.34% | 78 |
|
|
2023
Q3 | $399K | Sell |
2,083
-8
| -0.4% | -$1.75K | 0.29% | 84 |
|
|
2023
Q2 | $442K | Sell |
2,091
-17
| -0.8% | -$3.53K | 0.33% | 78 |
|
|
2023
Q1 | $448K | Sell |
2,108
-257
| -11% | -$53.4K | 0.35% | 73 |
|
|
2022
Q4 | $451K | Sell |
2,365
-3
| -0.1% | -$491 | 0.36% | 73 |
|
|
2022
Q3 | $287K | Sell |
2,368
-443
| -16% | -$67.9K | 0.24% | 96 |
|
|
2022
Q2 | $384K | Sell |
2,811
-203
| -7% | -$29.9K | 0.29% | 87 |
|
|
2022
Q1 | $577K | Sell |
3,014
-249
| -8% | -$50K | 0.38% | 73 |
|
|
2021
Q4 | $657K | Sell |
3,263
-178
| -5% | -$37.6K | 0.39% | 69 |
|
|
2021
Q3 | $757K | Sell |
3,441
-6,612
| -66% | -$1.47M | 0.47% | 63 |
|
|
2021
Q2 | $2.41M | Buy |
10,053
+5,270
| +110% | +$1.27M | 1.37% | 13 |
|
|
2021
Q1 | $1.22M | Sell |
4,783
-215
| -4% | -$47.8K | 0.72% | 37 |
|
|
2020
Q4 | $1.07M | Buy |
+4,998
| New | +$961K | 0.69% | 44 |
|
Other funds holding BA
VCM
VPM
