Aviso 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 | $858K | Sell |
4,094
-2
| -0% | -$419 | 0.4% | 64 |
|
|
2025
Q1 | $699K | Sell |
4,096
-188
| -4% | -$32.1K | 0.37% | 71 |
|
|
2024
Q4 | $758K | Sell |
4,284
-832
| -16% | -$147K | 0.39% | 67 |
|
|
2024
Q3 | $778K | Sell |
5,116
-1,572
| -24% | -$239K | 0.42% | 66 |
|
|
2024
Q2 | $1.22M | Sell |
6,688
-3,143
| -32% | -$572K | 0.72% | 35 |
|
|
2024
Q1 | $1.9M | Buy |
9,831
+242
| +3% | +$46.7K | 1.2% | 18 |
|
|
2023
Q4 | $2.5M | Buy |
+9,589
| New | +$2.5M | 1.81% | 11 |
|