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