Cyndeo Wealth Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+990
| New | +$207K | 0.01% | 446 |
|
|
2024
Q1 | – | Sell |
-3,366
| Closed | -$877K | – | 381 |
|
|
2023
Q4 | $877K | Buy |
3,366
+12
| +0.4% | +$3.13K | 0.08% | 196 |
|
|
2023
Q3 | $643K | Sell |
3,354
-472
| -12% | -$90.5K | 0.07% | 206 |
|
|
2023
Q2 | $808K | Sell |
3,826
-207
| -5% | -$43.7K | 0.08% | 183 |
|
|
2023
Q1 | $857K | Buy |
4,033
+41
| +1% | +$8.71K | 0.09% | 182 |
|
|
2022
Q4 | $760K | Buy |
+3,992
| New | +$760K | 0.09% | 184 |
|