Blue Zone Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.27M | Buy |
25,149
+1,093
| +5% | +$229K | 1.32% | 37 |
|
2025
Q1 | $4.1M | Buy |
24,056
+2,492
| +12% | +$425K | 1.14% | 44 |
|
2024
Q4 | $3.82M | Buy |
21,564
+169
| +0.8% | +$29.9K | 1.1% | 46 |
|
2024
Q3 | $3.25M | Buy |
21,395
+552
| +3% | +$83.9K | 1.01% | 46 |
|
2024
Q2 | $3.79M | Sell |
20,843
-229
| -1% | -$41.7K | 1.31% | 35 |
|
2024
Q1 | $4.07M | Buy |
21,072
+2,653
| +14% | +$512K | 1.4% | 35 |
|
2023
Q4 | $4.8M | Buy |
18,419
+172
| +0.9% | +$44.8K | 1.92% | 20 |
|
2023
Q3 | $3.5M | Buy |
18,247
+86
| +0.5% | +$16.5K | 1.53% | 28 |
|
2023
Q2 | $3.83M | Buy |
18,161
+1,833
| +11% | +$387K | 1.77% | 22 |
|
2023
Q1 | $3.47M | Sell |
16,328
-30
| -0.2% | -$6.37K | 1.85% | 19 |
|
2022
Q4 | $3.12M | Buy |
16,358
+292
| +2% | +$55.6K | 1.66% | 23 |
|
2022
Q3 | $1.95M | Buy |
16,066
+457
| +3% | +$55.3K | 1.01% | 38 |
|
2022
Q2 | $2.13M | Sell |
15,609
-112
| -0.7% | -$15.3K | 0.97% | 43 |
|
2022
Q1 | $3.01M | Buy |
15,721
+2,298
| +17% | +$440K | 1.12% | 34 |
|
2021
Q4 | $2.7M | Buy |
13,423
+281
| +2% | +$56.6K | 0.89% | 44 |
|
2021
Q3 | $2.89M | Buy |
13,142
+1,560
| +13% | +$343K | 1% | 37 |
|
2021
Q2 | $2.78M | Buy |
11,582
+1,146
| +11% | +$275K | 1.04% | 36 |
|
2021
Q1 | $2.66M | Sell |
10,436
-18
| -0.2% | -$4.59K | 1.13% | 31 |
|
2020
Q4 | $2.24M | Buy |
+10,454
| New | +$2.24M | 1.08% | 33 |
|