Aprio Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
1,588
+306
| +24% | +$64.1K | 0.04% | 262 |
|
|
2025
Q1 | $219K | Buy |
+1,282
| New | +$219K | 0.03% | 340 |
|
|
2020
Q4 | – | Sell |
-1,235
| Closed | -$204K | – | 51 |
|
|
2020
Q3 | $204K | Hold |
1,235
| – | – | 0.14% | 64 |
|
|
2020
Q2 | $226K | Buy |
+1,235
| New | +$226K | 0.22% | 63 |
|
|
2020
Q1 | – | Sell |
-834
| Closed | -$272K | – | 62 |
|
|
2019
Q4 | $272K | Buy |
+834
| New | +$272K | 0.2% | 55 |
|