DWM
Diversify Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
5,882
-300
| -5% | -$69.8K | 0.08% | 231 |
|
|
2025
Q1 | $1.13M | Sell |
6,182
-757
| -11% | -$138K | 0.08% | 228 |
|
|
2024
Q4 | $1.19M | Buy |
6,939
+1,050
| +18% | +$181K | 0.09% | 195 |
|
|
2024
Q3 | $925K | Buy |
5,889
+1,301
| +28% | +$204K | 0.09% | 204 |
|
|
2024
Q2 | $766K | Buy |
+4,588
| New | +$766K | 0.1% | 198 |
|