Cerro Pacific 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 | $312K | Buy |
1,488
+91
| +7% | +$19.1K | 0.09% | 130 |
|
|
2025
Q1 | $247K | Sell |
1,397
-332
| -19% | -$58.8K | 0.08% | 140 |
|
|
2024
Q4 | $263K | Buy |
1,729
+17
| +1% | +$2.59K | 0.09% | 136 |
|
|
2024
Q3 | $312K | Hold |
1,712
| – | – | 0.12% | 125 |
|
|
2024
Q2 | $312K | Buy |
+1,712
| New | +$312K | 0.12% | 126 |
|
|
2022
Q2 | – | Sell |
-1,075
| Closed | -$206K | – | 139 |
|
|
2022
Q1 | $206K | Sell |
1,075
-393
| -27% | -$75.3K | 0.13% | 115 |
|
|
2021
Q4 | $296K | Hold |
1,468
| – | – | 0.19% | 108 |
|
|
2021
Q3 | $323K | Buy |
1,468
+225
| +18% | +$49.5K | 0.23% | 107 |
|
|
2021
Q2 | $298K | Buy |
+1,243
| New | +$298K | 0.22% | 104 |
|
|
2020
Q4 | $408K | Buy |
+1,906
| New | +$408K | 0.24% | 81 |
|