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Concord Wealth Partners’s Boeing BA Stock Holding History

Concord Wealth Partners’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-387
Closed -$84K – 253
2025
Q4 		$84K Buy
387
+2
+0.5% +$411 0.01% 271
2025
Q3 		$83.1K Hold
385
– – 0.01% 275
2025
Q2 		$80.7K Hold
385
– – 0.01% 288
2025
Q1 		$65.7K Sell
385
-50
-11% -$8.65K 0.01% 285
2024
Q4 		$77K Sell
435
-69
-14% -$10.8K 0.01% 278
2024
Q3 		$76.6K Buy
504
+129
+34% +$22.1K 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% 281
2022
Q4 		$71.4K Buy
+375
New +$61.3K 0.02% 306
2022
Q3 		– Sell
-375
Closed -$51K – 238
2022
Q2 		$51K Sell
375
-11
-3% -$1.62K 0.01% 372
2022
Q1 		$74K Buy
386
+82
+27% +$16.5K 0.02% 357
2021
Q4 		$61K Buy
304
+98
+48% +$20.7K 0.01% 418
2021
Q3 		$45K Sell
206
-213
-51% -$47.5K 0.02% 235
2021
Q2 		$100K Buy
419
+1
+0.2% +$242 0.03% 239
2021
Q1 		$106K Sell
418
-32
-7% -$7.11K 0.04% 208
2020
Q4 		$96K Buy
+450
New +$86.5K 0.07% 137

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