FWP
Falcon Wealth Planning’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Sell |
2,200
-31
| -1% | -$6.5K | 0.05% | 107 |
|
|
2025
Q1 | $380K | Buy |
2,231
+47
| +2% | +$8.02K | 0.04% | 117 |
|
|
2024
Q4 | $387K | Buy |
2,184
+234
| +12% | +$41.4K | 0.04% | 119 |
|
|
2024
Q3 | $296K | Sell |
1,950
-29
| -1% | -$4.41K | 0.03% | 123 |
|
|
2024
Q2 | $360K | Buy |
1,979
+41
| +2% | +$7.46K | 0.05% | 97 |
|
|
2024
Q1 | $374K | Sell |
1,938
-48
| -2% | -$9.26K | 0.06% | 92 |
|
|
2023
Q4 | $518K | Buy |
1,986
+676
| +52% | +$176K | 0.09% | 69 |
|
|
2023
Q3 | $251K | Sell |
1,310
-35
| -3% | -$6.71K | 0.05% | 92 |
|
|
2023
Q2 | $284K | Buy |
1,345
+104
| +8% | +$22K | 0.06% | 83 |
|
|
2023
Q1 | $264K | Buy |
1,241
+103
| +9% | +$21.9K | 0.07% | 78 |
|
|
2022
Q4 | $217K | Buy |
+1,138
| New | +$217K | 0.06% | 89 |
|
|
2022
Q2 | – | Sell |
-1,061
| Closed | -$203K | – | 81 |
|
|
2022
Q1 | $203K | Sell |
1,061
-5,770
| -84% | -$1.1M | 0.06% | 73 |
|
|
2021
Q4 | $1.38M | Buy |
6,831
+100
| +1% | +$20.1K | 0.45% | 27 |
|
|
2021
Q3 | $1.48M | Buy |
6,731
+222
| +3% | +$48.8K | 0.56% | 24 |
|
|
2021
Q2 | $1.56M | Buy |
6,509
+199
| +3% | +$47.7K | 0.67% | 22 |
|
|
2021
Q1 | $1.61M | Buy |
6,310
+220
| +4% | +$56K | 0.79% | 21 |
|
|
2020
Q4 | $1.3M | Buy |
+6,090
| New | +$1.3M | 0.73% | 21 |
|