Consilium Wealth Advisory’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Sell |
3,233
-177
| -5% | -$37.1K | 0.29% | 59 |
|
|
2025
Q1 | $582K | Buy |
+3,410
| New | +$582K | 0.29% | 54 |
|
|
2024
Q2 | – | Sell |
-7,635
| Closed | -$1.47M | – | 88 |
|
|
2024
Q1 | $1.47M | Sell |
7,635
-231
| -3% | -$44.6K | 0.83% | 28 |
|
|
2023
Q4 | $2.05M | Buy |
7,866
+624
| +9% | +$163K | 1.23% | 22 |
|
|
2023
Q3 | $1.39M | Buy |
7,242
+1,753
| +32% | +$336K | 0.97% | 26 |
|
|
2023
Q2 | $1.16M | Sell |
5,489
-10
| -0.2% | -$2.11K | 0.8% | 25 |
|
|
2023
Q1 | $1.17M | Sell |
5,499
-601
| -10% | -$128K | 1% | 20 |
|
|
2022
Q4 | $1.16M | Sell |
6,100
-3,043
| -33% | -$580K | 0.99% | 25 |
|
|
2022
Q3 | $1.11M | Buy |
9,143
+1,345
| +17% | +$163K | 1.23% | 21 |
|
|
2022
Q2 | $1.07M | Sell |
7,798
-1,158
| -13% | -$158K | 1.15% | 23 |
|
|
2022
Q1 | $1.72M | Buy |
8,956
+1,405
| +19% | +$269K | 1.23% | 17 |
|
|
2021
Q4 | $1.52M | Buy |
+7,551
| New | +$1.52M | 0.99% | 21 |
|