Client 1st Advisory Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $244K | Buy |
+1,165
| New | +$244K | 0.09% | 113 |
|
2025
Q1 | – | Sell |
-1,217
| Closed | -$215K | – | 131 |
|
2024
Q4 | $215K | Buy |
+1,217
| New | +$215K | 0.08% | 123 |
|
2023
Q3 | – | Sell |
-1,566
| Closed | -$331K | – | 100 |
|
2023
Q2 | $331K | Buy |
+1,566
| New | +$331K | 0.17% | 72 |
|