Alpha Family Trust’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $331K | Buy |
+1,580
| New | +$331K | 0.16% | 118 |
|
2025
Q1 | – | Sell |
-2,940
| Closed | -$520K | – | 172 |
|
2024
Q4 | $520K | Buy |
+2,940
| New | +$520K | 0.29% | 53 |
|
2024
Q1 | – | Sell |
-930
| Closed | -$242K | – | 156 |
|
2023
Q4 | $242K | Buy |
+930
| New | +$242K | 0.16% | 121 |
|
2023
Q3 | – | Sell |
-1,055
| Closed | -$223K | – | 130 |
|
2023
Q2 | $223K | Hold |
1,055
| – | – | 0.16% | 112 |
|
2023
Q1 | $224K | Hold |
1,055
| – | – | 0.18% | 110 |
|
2022
Q4 | $201K | Buy |
+1,055
| New | +$201K | 0.18% | 116 |
|