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