Financial Synergies Wealth 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 | $567K | Buy |
+2,708
| New | +$567K | 0.06% | 62 |
|
|
2024
Q2 | – | Sell |
-86
| Closed | -$16.6K | – | 107 |
|
|
2024
Q1 | $16.6K | Sell |
86
-40
| -32% | -$7.72K | ﹤0.01% | 214 |
|
|
2023
Q4 | $24K | Sell |
126
-8
| -6% | -$1.52K | ﹤0.01% | 125 |
|
|
2023
Q3 | $25.7K | Hold |
134
| – | – | ﹤0.01% | 156 |
|
|
2023
Q2 | $28.3K | Buy |
134
+8
| +6% | +$1.69K | ﹤0.01% | 141 |
|
|
2023
Q1 | $26.8K | Hold |
126
| – | – | ﹤0.01% | 151 |
|
|
2022
Q4 | $24K | Sell |
126
-9
| -7% | -$1.71K | ﹤0.01% | 125 |
|
|
2022
Q3 | $16.3K | Buy |
135
+9
| +7% | +$1.09K | ﹤0.01% | 136 |
|
|
2022
Q2 | $17.2K | Buy |
+126
| New | +$17.2K | ﹤0.01% | 141 |
|