Congress Wealth Management’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 | $2.85M | Sell |
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|
2025
Q1 | $4.06M | Buy |
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|
2024
Q4 | $3.43M | Sell |
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|
2024
Q3 | $4.85M | Buy |
|
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|
2024
Q2 | $584K | Sell |
|
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|
2024
Q1 | $665K | Sell |
|
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|
2023
Q4 | $1.96M | Buy |
|
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|
2023
Q3 | $611K | Buy |
|
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|
2023
Q2 | $618K | Buy |
|
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|
2023
Q1 | $619K | Sell |
|
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|
2022
Q4 | $607K | Sell |
|
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|
2022
Q3 | $534K | Buy |
|
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|
2022
Q2 | $601K | Sell |
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|
2022
Q1 | $857K | Sell |
|
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|
2021
Q4 | $1.41M | Buy |
|