Congress Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Sell |
13,581
-10,068
| -43% | -$2.11M | 0.03% | 498 |
|
|
2025
Q1 | $4.06M | Buy |
23,649
+4,257
| +22% | +$731K | 0.05% | 358 |
|
|
2024
Q4 | $3.43M | Sell |
19,392
-12,497
| -39% | -$2.21M | 0.05% | 334 |
|
|
2024
Q3 | $4.85M | Buy |
31,889
+28,682
| +894% | +$4.36M | 0.06% | 300 |
|
|
2024
Q2 | $584K | Sell |
3,207
-240
| -7% | -$43.7K | 0.01% | 513 |
|
|
2024
Q1 | $665K | Sell |
3,447
-4,065
| -54% | -$785K | 0.01% | 419 |
|
|
2023
Q4 | $1.96M | Buy |
7,512
+4,323
| +136% | +$1.13M | 0.04% | 315 |
|
|
2023
Q3 | $611K | Buy |
3,189
+264
| +9% | +$50.6K | 0.01% | 430 |
|
|
2023
Q2 | $618K | Buy |
2,925
+10
| +0.3% | +$2.11K | 0.01% | 394 |
|
|
2023
Q1 | $619K | Sell |
2,915
-272
| -9% | -$57.8K | 0.01% | 392 |
|
|
2022
Q4 | $607K | Sell |
3,187
-1,220
| -28% | -$232K | 0.02% | 388 |
|
|
2022
Q3 | $534K | Buy |
4,407
+18
| +0.4% | +$2.18K | 0.01% | 395 |
|
|
2022
Q2 | $601K | Sell |
4,389
-83
| -2% | -$11.4K | 0.02% | 384 |
|
|
2022
Q1 | $857K | Sell |
4,472
-2,537
| -36% | -$486K | 0.02% | 376 |
|
|
2021
Q4 | $1.41M | Buy |
+7,009
| New | +$1.41M | 0.03% | 335 |
|