Fidelis Capital 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 | $709K | Buy |
3,149
+983
| +45% | +$221K | 0.06% | 221 |
|
|
2025
Q1 | $385K | Buy |
2,166
+207
| +11% | +$36.8K | 0.04% | 284 |
|
|
2024
Q4 | $345K | Buy |
+1,959
| New | +$345K | 0.03% | 314 |
|
|
2024
Q3 | – | Sell |
-1,917
| Closed | -$313K | – | 412 |
|
|
2024
Q2 | $313K | Sell |
1,917
-1,137
| -37% | -$186K | 0.04% | 278 |
|
|
2024
Q1 | $589K | Sell |
3,054
-88
| -3% | -$17K | 0.09% | 193 |
|
|
2023
Q4 | $819K | Buy |
3,142
+1,853
| +144% | +$483K | 0.18% | 111 |
|
|
2023
Q3 | $247K | Sell |
1,289
-279
| -18% | -$53.5K | 0.08% | 226 |
|
|
2023
Q2 | $331K | Sell |
1,568
-7
| -0.4% | -$1.48K | 0.12% | 181 |
|
|
2023
Q1 | $312K | Buy |
+1,575
| New | +$312K | 0.13% | 168 |
|