Concord Wealth Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.7K | Hold |
385
| – | – | 0.01% | 288 |
|
|
2025
Q1 | $65.7K | Sell |
385
-50
| -11% | -$8.53K | 0.01% | 285 |
|
|
2024
Q4 | $77K | Sell |
435
-69
| -14% | -$12.2K | 0.01% | 278 |
|
|
2024
Q3 | $76.6K | Buy |
504
+129
| +34% | +$19.6K | 0.01% | 282 |
|
|
2024
Q2 | $68.3K | Hold |
375
| – | – | 0.01% | 272 |
|
|
2024
Q1 | $72.4K | Hold |
375
| – | – | 0.01% | 305 |
|
|
2023
Q4 | $97.7K | Hold |
375
| – | – | 0.02% | 276 |
|
|
2023
Q3 | $71.9K | Hold |
375
| – | – | 0.02% | 326 |
|
|
2023
Q2 | $79.2K | Hold |
375
| – | – | 0.02% | 299 |
|
|
2023
Q1 | $79.7K | Hold |
375
| – | – | 0.02% | 280 |
|
|
2022
Q4 | $71.4K | Buy |
+375
| New | +$71.4K | 0.02% | 306 |
|
|
2022
Q3 | – | Sell |
-375
| Closed | -$51K | – | 238 |
|
|
2022
Q2 | $51K | Sell |
375
-11
| -3% | -$1.5K | 0.01% | 372 |
|
|
2022
Q1 | $74K | Buy |
386
+82
| +27% | +$15.7K | 0.02% | 357 |
|
|
2021
Q4 | $61K | Buy |
304
+98
| +48% | +$19.7K | 0.01% | 418 |
|
|
2021
Q3 | $45K | Sell |
206
-213
| -51% | -$46.5K | 0.02% | 235 |
|
|
2021
Q2 | $100K | Buy |
419
+1
| +0.2% | +$239 | 0.03% | 239 |
|
|
2021
Q1 | $106K | Sell |
418
-32
| -7% | -$8.12K | 0.04% | 208 |
|
|
2020
Q4 | $96K | Buy |
+450
| New | +$96K | 0.07% | 137 |
|