Apexium Financial’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Buy |
3,764
+71
| +2% | +$14.9K | 0.04% | 147 |
|
|
2025
Q1 | $630K | Buy |
3,693
+150
| +4% | +$25.6K | 0.04% | 153 |
|
|
2024
Q4 | $627K | Sell |
3,543
-50
| -1% | -$8.85K | 0.04% | 144 |
|
|
2024
Q3 | $546K | Sell |
3,593
-10
| -0.3% | -$1.52K | 0.04% | 138 |
|
|
2024
Q2 | $656K | Buy |
3,603
+9
| +0.3% | +$1.64K | 0.05% | 116 |
|
|
2024
Q1 | $694K | Sell |
3,594
-1,083
| -23% | -$209K | 0.05% | 117 |
|
|
2023
Q4 | $1.22M | Buy |
4,677
+1,493
| +47% | +$389K | 0.09% | 102 |
|
|
2023
Q3 | $610K | Sell |
3,184
-50
| -2% | -$9.58K | 0.06% | 119 |
|
|
2023
Q2 | $683K | Sell |
3,234
-68
| -2% | -$14.4K | 0.06% | 114 |
|
|
2023
Q1 | $701K | Hold |
3,302
| – | – | 0.07% | 109 |
|
|
2022
Q4 | $629K | Buy |
3,302
+600
| +22% | +$114K | 0.07% | 114 |
|
|
2022
Q3 | $327K | Buy |
2,702
+195
| +8% | +$23.6K | 0.04% | 148 |
|
|
2022
Q2 | $343K | Hold |
2,507
| – | – | 0.2% | 72 |
|
|
2022
Q1 | $488K | Hold |
2,507
| – | – | 0.26% | 53 |
|
|
2021
Q4 | $505K | Sell |
2,507
-100
| -4% | -$20.1K | 0.26% | 54 |
|
|
2021
Q3 | $573K | Hold |
2,607
| – | – | 0.33% | 45 |
|
|
2021
Q2 | $625K | Hold |
2,607
| – | – | 0.39% | 38 |
|
|
2021
Q1 | $664K | Hold |
2,607
| – | – | 0.49% | 36 |
|
|
2020
Q4 | $558K | Sell |
2,607
-250
| -9% | -$53.5K | 0.44% | 39 |
|
|
2020
Q3 | $472K | Buy |
2,857
+14
| +0.5% | +$2.31K | 0.38% | 41 |
|
|
2020
Q2 | $521K | Sell |
2,843
-50
| -2% | -$9.16K | 0.47% | 37 |
|
|
2020
Q1 | $431K | Sell |
2,893
-265
| -8% | -$39.5K | 0.57% | 33 |
|
|
2019
Q4 | $1.03M | Buy |
+3,158
| New | +$1.03M | 1.33% | 19 |
|