Concord Wealth Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $83.1K | Hold |
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|
2025
Q2 | $80.7K | Hold |
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|
2025
Q1 | $65.7K | Sell |
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|
2024
Q4 | $77K | Sell |
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|
2024
Q3 | $76.6K | Buy |
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|
2024
Q2 | $68.3K | Hold |
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|
2024
Q1 | $72.4K | Hold |
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|
2023
Q4 | $97.7K | Hold |
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|
2023
Q3 | $71.9K | Hold |
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|
2023
Q2 | $79.2K | Hold |
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|
2023
Q1 | $79.7K | Hold |
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|
2022
Q4 | $71.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $51K | Sell |
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|
2022
Q1 | $74K | Buy |
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|
2021
Q4 | $61K | Buy |
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|
2021
Q3 | $45K | Sell |
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|
2021
Q2 | $100K | Buy |
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|
2021
Q1 | $106K | Sell |
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|
2020
Q4 | $96K | Buy |
|