Wunderlich Capital Managemnt’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.55K | Sell |
25
-7,775
| -100% | -$1.39M | ﹤0.01% | 103 |
|
|
2024
Q1 | $1.51M | Sell |
7,800
-441
| -5% | -$90.6K | 0.68% | 57 |
|
|
2023
Q4 | $2.15M | Buy |
8,241
+6
| +0.1% | +$1.28K | 0.97% | 46 |
|
|
2023
Q3 | $1.58M | Buy |
8,235
+7
| +0.1% | +$1.53K | 0.78% | 52 |
|
|
2023
Q2 | $1.74M | Buy |
8,228
+155
| +2% | +$32.2K | 0.85% | 50 |
|
|
2023
Q1 | $1.72M | Buy |
8,073
+190
| +2% | +$39.5K | 0.89% | 53 |
|
|
2022
Q4 | $1.5M | Sell |
7,883
-119
| -1% | -$19.5K | 0.84% | 53 |
|
|
2022
Q3 | $969K | Buy |
8,002
+941
| +13% | +$144K | 0.62% | 59 |
|
|
2022
Q2 | $965K | Sell |
7,061
-546
| -7% | -$80.5K | 0.56% | 65 |
|
|
2022
Q1 | $1.46M | Sell |
7,607
-4
| -0.1% | -$803 | 0.69% | 63 |
|
|
2021
Q4 | $1.53M | Buy |
7,611
+102
| +1% | +$21.6K | 0.68% | 63 |
|
|
2021
Q3 | $1.65M | Buy |
7,509
+296
| +4% | +$66K | 0.8% | 64 |
|
|
2021
Q2 | $1.73M | Sell |
7,213
-34
| -0.5% | -$8.22K | 0.88% | 59 |
|
|
2021
Q1 | $1.85M | Sell |
7,247
-52
| -0.7% | -$11.6K | 1.01% | 55 |
|
|
2020
Q4 | $1.56M | Buy |
7,299
+24
| +0.3% | +$4.61K | 0.87% | 61 |
|
|
2020
Q3 | $1.2M | Sell |
7,275
-316
| -4% | -$53.9K | 0.74% | 64 |
|
|
2020
Q2 | $1.39M | Buy |
7,591
+897
| +13% | +$138K | 0.98% | 53 |
|
|
2020
Q1 | $998K | Sell |
6,694
-91
| -1% | -$24.9K | 0.82% | 56 |
|
|
2019
Q4 | $2.21M | Sell |
6,785
-14
| -0.2% | -$4.96K | 1.39% | 26 |
|
|
2019
Q3 | $2.59M | Buy |
6,799
+11
| +0.2% | +$3.93K | 1.78% | 10 |
|
|
2019
Q2 | $2.47M | Buy |
6,788
+116
| +2% | +$42.3K | 1.64% | 10 |
|
|
2019
Q1 | $2.54M | Sell |
6,672
-1,220
| -15% | -$470K | 1.77% | 6 |
|
|
2018
Q4 | $2.54M | Sell |
7,892
-96
| -1% | -$33.2K | 1.96% | 5 |
|
|
2018
Q3 | $2.97M | Sell |
7,988
-661
| -8% | -$232K | 2.11% | 6 |
|
|
2018
Q2 | $2.93M | Sell |
8,649
-275
| -3% | -$94.6K | 2.03% | 6 |
|
|
2018
Q1 | $2.93M | Sell |
8,924
-806
| -8% | -$272K | 2.01% | 6 |
|
|
2017
Q4 | $2.87M | Sell |
9,730
-15
| -0.2% | -$4.06K | 1.99% | 6 |
|
|
2017
Q3 | $2.48M | Sell |
9,745
-222
| -2% | -$51.7K | 1.85% | 6 |
|
|
2017
Q2 | $1.97M | Sell |
9,967
-424
| -4% | -$78.9K | 1.47% | 13 |
|
|
2017
Q1 | $1.84M | Sell |
10,391
-410
| -4% | -$69.8K | 1.43% | 12 |
|
|
2016
Q4 | $1.68M | Sell |
10,801
-189
| -2% | -$27.6K | 1.37% | 20 |
|
|
2016
Q3 | $1.45M | Buy |
10,990
+54
| +0.5% | +$7.11K | 1.15% | 41 |
|
|
2016
Q2 | $1.42M | Buy |
10,936
+202
| +2% | +$26.3K | 1.2% | 39 |
|
|
2016
Q1 | $1.36M | Buy |
10,734
+146
| +1% | +$18.1K | 1.17% | 43 |
|
|
2015
Q4 | $1.53M | Buy |
10,588
+186
| +2% | +$26.8K | 1.32% | 22 |
|
|
2015
Q3 | $1.36M | Sell |
10,402
-66
| -0.6% | -$9.15K | 1.26% | 27 |
|
|
2015
Q2 | $1.45M | Sell |
10,468
-225
| -2% | -$32.8K | 1.41% | 21 |
|
|
2015
Q1 | $1.6M | Sell |
10,693
-150
| -1% | -$21.8K | 1.45% | 14 |
|
|
2014
Q4 | $1.41M | Buy |
10,843
+437
| +4% | +$55.4K | 1.19% | 31 |
|
|
2014
Q3 | $1.32M | Buy |
10,406
+36
| +0.3% | +$4.53K | 1.19% | 29 |
|
|
2014
Q2 | $1.32M | Buy |
10,370
+34
| +0.3% | +$4.44K | 1.21% | 33 |
|
|
2014
Q1 | $1.3M | Sell |
10,336
-386
| -4% | -$50.3K | 1.23% | 26 |
|
|
2013
Q4 | $1.46M | Buy |
+10,722
| New | +$1.39M | 1.4% | 17 |
|
Other funds holding BA
Wunderlich Capital Managemnt's BA Position: Q2 2024 in Review
Wunderlich Capital Managemnt reduced its Boeing (BA) stake by 100% in Q2 2024, selling an estimated $1.39M and leaving 25 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #103.
Wunderlich Capital Managemnt first reported a position in BA in Q4 2013 and has held it in 43 quarters since. The position peaked at $2.97M in Q3 2018. 2,074 funds tracked by Wall St. Rank hold BA as of Q2 2024.
- Wunderlich Capital Managemnt held 25 shares of Boeing worth $4.55K as of Q2 2024.
- Wunderlich Capital Managemnt sold 7,775 Boeing shares in Q2 2024, an estimated $1.39M.
- Boeing made up ﹤0.01% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #103 holding.
- Wunderlich Capital Managemnt first reported a position in Boeing in Q4 2013 and has held it in 43 quarters since.
- Wunderlich Capital Managemnt's Boeing position peaked at $2.97M in Q3 2018.
- 2,074 funds tracked by Wall St. Rank held Boeing as of Q2 2024.
Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.