Capstone Wealth Management Group (Oregon)’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,451
Closed -$247K 107
2025
Q1
$247K Buy
1,451
+221
+18% +$37.7K 0.2% 80
2024
Q4
$218K Buy
+1,230
New +$218K 0.17% 98