Advisor OS’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Buy |
2,649
+398
| +18% | +$83.4K | 0.05% | 235 |
|
|
2025
Q1 | $384K | Sell |
2,251
-26
| -1% | -$4.43K | 0.04% | 272 |
|
|
2024
Q4 | $403K | Buy |
2,277
+68
| +3% | +$12K | 0.05% | 266 |
|
|
2024
Q3 | $336K | Hold |
2,209
| – | – | 0.03% | 304 |
|
|
2024
Q2 | $402K | Sell |
2,209
-21
| -0.9% | -$3.82K | 0.04% | 262 |
|
|
2024
Q1 | $430K | Buy |
2,230
+56
| +3% | +$10.8K | 0.05% | 256 |
|
|
2023
Q4 | $567K | Buy |
2,174
+226
| +12% | +$58.9K | 0.07% | 204 |
|
|
2023
Q3 | $373K | Buy |
1,948
+68
| +4% | +$13K | 0.06% | 210 |
|
|
2023
Q2 | $397K | Buy |
1,880
+666
| +55% | +$141K | 0.06% | 212 |
|
|
2023
Q1 | $258K | Buy |
+1,214
| New | +$258K | 0.06% | 209 |
|