Cascade Financial Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
1,976
-90
| -4% | -$18.9K | 0.05% | 174 |
|
|
2025
Q1 | $352K | Hold |
2,066
| – | – | 0.04% | 187 |
|
|
2024
Q4 | $366K | Sell |
2,066
-11
| -0.5% | -$1.95K | 0.05% | 172 |
|
|
2024
Q3 | $332K | Sell |
2,077
-275
| -12% | -$44K | 0.04% | 176 |
|
|
2024
Q2 | $428K | Hold |
2,352
| – | – | 0.06% | 150 |
|
|
2024
Q1 | $399K | Buy |
+2,352
| New | +$399K | 0.06% | 147 |
|