Confluence Wealth Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $211K | Sell |
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|
2023
Q4 | $508K | Sell |
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|
2023
Q3 | $386K | Buy |
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|
2023
Q2 | $401K | Buy |
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|
2023
Q1 | $402K | Sell |
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|
2022
Q4 | $362K | Sell |
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|
2022
Q3 | $234K | Sell |
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|
2022
Q2 | $402K | Sell |
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|
2022
Q1 | $471K | Buy |
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|
2021
Q4 | $482K | Buy |
|