CastleKeep Investment 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 | $4.32M | Sell |
20,628
-3,300
| -14% | -$691K | 2.11% | 14 |
|
2025
Q1 | $4.08M | Buy |
23,928
+5,739
| +32% | +$979K | 2.1% | 14 |
|
2024
Q4 | $3.22M | Buy |
18,189
+1,196
| +7% | +$212K | 2.25% | 9 |
|
2024
Q3 | $2.58M | Buy |
16,993
+5,355
| +46% | +$814K | 1.76% | 10 |
|
2024
Q2 | $2.12M | Sell |
11,638
-139
| -1% | -$25.3K | 1.63% | 10 |
|
2024
Q1 | $2.27M | Buy |
+11,777
| New | +$2.27M | 1.64% | 11 |
|