Fi3 Financial Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
2,281
+169
| +8% | +$35.4K | 0.17% | 55 |
|
|
2025
Q1 | $360K | Buy |
2,112
+215
| +11% | +$36.7K | 0.15% | 67 |
|
|
2024
Q4 | $336K | Buy |
1,897
+132
| +7% | +$23.4K | 0.13% | 68 |
|
|
2024
Q3 | $268K | Sell |
1,765
-36
| -2% | -$5.47K | 0.11% | 77 |
|
|
2024
Q2 | $328K | Buy |
1,801
+45
| +3% | +$8.19K | 0.14% | 50 |
|
|
2024
Q1 | $316K | Sell |
1,756
-170
| -9% | -$30.6K | 0.15% | 53 |
|
|
2023
Q4 | $502K | Sell |
1,926
-71
| -4% | -$18.5K | 0.24% | 35 |
|
|
2023
Q3 | $383K | Buy |
1,997
+118
| +6% | +$22.6K | 0.21% | 43 |
|
|
2023
Q2 | $397K | Buy |
1,879
+35
| +2% | +$7.39K | 0.21% | 42 |
|
|
2023
Q1 | $392K | Sell |
1,844
-28
| -1% | -$5.95K | 0.21% | 45 |
|
|
2022
Q4 | $357K | Buy |
+1,872
| New | +$357K | 0.2% | 43 |
|
|
2022
Q2 | – | Sell |
-1,063
| Closed | -$204K | – | 49 |
|
|
2022
Q1 | $204K | Buy |
+1,063
| New | +$204K | 0.16% | 47 |
|
|
2021
Q3 | – | Sell |
-920
| Closed | -$211K | – | 44 |
|
|
2021
Q2 | $211K | Buy |
920
+66
| +8% | +$15.1K | 0.14% | 44 |
|
|
2021
Q1 | $218K | Buy |
+854
| New | +$218K | 0.19% | 42 |
|