CIA
Concurrent Investment Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.2M | Buy |
34,380
+7,542
| +28% | +$1.58M | 0.14% | 155 |
|
|
2025
Q1 | $4.58M | Buy |
26,838
+4,172
| +18% | +$712K | 0.11% | 201 |
|
|
2024
Q4 | $4.01M | Buy |
22,666
+2,000
| +10% | +$354K | 0.11% | 191 |
|
|
2024
Q3 | $3.14M | Sell |
20,666
-1,006
| -5% | -$153K | 0.09% | 223 |
|
|
2024
Q2 | $3.94M | Buy |
21,672
+1,490
| +7% | +$271K | 0.13% | 164 |
|
|
2024
Q1 | $3.89M | Buy |
20,182
+2,577
| +15% | +$497K | 0.16% | 144 |
|
|
2023
Q4 | $4.59M | Buy |
+17,605
| New | +$4.59M | 0.22% | 105 |
|