Bordeaux 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 | $21.5M | Sell |
102,407
-8,990
| -8% | -$1.88M | 2.75% | 6 |
|
|
2025
Q1 | $19M | Buy |
111,397
+18,329
| +20% | +$3.13M | 3.52% | 6 |
|
|
2024
Q4 | $16.5M | Sell |
93,068
-7,305
| -7% | -$1.29M | 2.65% | 7 |
|
|
2024
Q3 | $15.3M | Sell |
100,373
-2,725
| -3% | -$414K | 2.76% | 8 |
|
|
2024
Q2 | $18.8M | Buy |
103,098
+101,028
| +4,881% | +$18.4M | 3.58% | 6 |
|
|
2024
Q1 | $400K | Buy |
2,070
+116
| +6% | +$22.4K | 0.13% | 68 |
|
|
2023
Q4 | $509K | Buy |
1,954
+4
| +0.2% | +$1.04K | 0.17% | 58 |
|
|
2023
Q3 | $374K | Sell |
1,950
-58
| -3% | -$11.1K | 0.15% | 65 |
|
|
2023
Q2 | $424K | Buy |
2,008
+26
| +1% | +$5.49K | 0.17% | 67 |
|
|
2023
Q1 | $421K | Sell |
1,982
-153
| -7% | -$32.5K | 0.22% | 66 |
|
|
2022
Q4 | $407K | Sell |
2,135
-200
| -9% | -$38.1K | 0.22% | 60 |
|
|
2022
Q3 | $283K | Sell |
2,335
-125
| -5% | -$15.2K | 0.18% | 71 |
|
|
2022
Q2 | $336K | Sell |
2,460
-1,077
| -30% | -$147K | 0.23% | 64 |
|
|
2022
Q1 | $677K | Buy |
3,537
+620
| +21% | +$119K | 0.37% | 47 |
|
|
2021
Q4 | $587K | Sell |
2,917
-17
| -0.6% | -$3.42K | 0.27% | 56 |
|
|
2021
Q3 | $645K | Buy |
2,934
+10
| +0.3% | +$2.2K | 0.37% | 45 |
|
|
2021
Q2 | $700K | Buy |
2,924
+1,060
| +57% | +$254K | 0.4% | 44 |
|
|
2021
Q1 | $475K | Sell |
1,864
-379
| -17% | -$96.6K | 0.33% | 46 |
|
|
2020
Q4 | $480K | Buy |
+2,243
| New | +$480K | 0.36% | 45 |
|