Axxcess 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 | $4.86M | Buy |
23,186
+1,461
| +7% | +$306K | 0.11% | 151 |
|
2025
Q1 | $3.71M | Sell |
21,725
-2,144
| -9% | -$366K | 0.1% | 169 |
|
2024
Q4 | $4.22M | Buy |
23,869
+7,799
| +49% | +$1.38M | 0.1% | 152 |
|
2024
Q3 | $2.44M | Buy |
16,070
+224
| +1% | +$34.1K | 0.06% | 231 |
|
2024
Q2 | $2.88M | Buy |
15,846
+1,970
| +14% | +$359K | 0.08% | 194 |
|
2024
Q1 | $2.68M | Sell |
13,876
-3,081
| -18% | -$595K | 0.07% | 204 |
|
2023
Q4 | $4.42M | Buy |
16,957
+781
| +5% | +$204K | 0.13% | 137 |
|
2023
Q3 | $3.1M | Buy |
16,176
+3,717
| +30% | +$712K | 0.11% | 149 |
|
2023
Q2 | $2.63M | Buy |
12,459
+3,850
| +45% | +$813K | 0.19% | 106 |
|
2023
Q1 | $1.83M | Sell |
8,609
-769
| -8% | -$163K | 0.14% | 146 |
|
2022
Q4 | $1.79M | Sell |
9,378
-2,619
| -22% | -$499K | 0.15% | 136 |
|
2022
Q3 | $1.45M | Sell |
11,997
-339
| -3% | -$41.1K | 0.14% | 147 |
|
2022
Q2 | $1.69M | Buy |
12,336
+138
| +1% | +$18.9K | 0.16% | 128 |
|
2022
Q1 | $2.3M | Buy |
12,198
+386
| +3% | +$72.8K | 0.18% | 109 |
|
2021
Q4 | $2.38M | Buy |
+11,812
| New | +$2.38M | 0.17% | 105 |
|