Compass Wealth Management’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 |
-796
| Closed | -$136K | – | 174 |
|
|
2025
Q1 | $136K | Sell |
796
-13
| -2% | -$2.22K | 0.03% | 171 |
|
|
2024
Q4 | $143K | Hold |
809
| – | – | 0.03% | 168 |
|
|
2024
Q3 | $123K | Sell |
809
-48
| -6% | -$7.3K | 0.03% | 184 |
|
|
2024
Q2 | $156K | Sell |
857
-92
| -10% | -$16.7K | 0.04% | 163 |
|
|
2024
Q1 | $183K | Sell |
949
-235
| -20% | -$45.4K | 0.05% | 163 |
|
|
2023
Q4 | $309K | Sell |
1,184
-30
| -2% | -$7.82K | 0.09% | 128 |
|
|
2023
Q3 | $233K | Hold |
1,214
| – | – | 0.07% | 146 |
|
|
2023
Q2 | $256K | Hold |
1,214
| – | – | 0.08% | 142 |
|
|
2023
Q1 | $258K | Hold |
1,214
| – | – | 0.08% | 143 |
|
|
2022
Q4 | $231K | Buy |
+1,214
| New | +$231K | 0.08% | 144 |
|