Financial Synergies Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $508K | Sell |
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|
2025
Q2 | $567K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $16.6K | Sell |
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|
2023
Q4 | $24K | Sell |
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|
2023
Q3 | $25.7K | Hold |
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|
2023
Q2 | $28.3K | Buy |
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|
2023
Q1 | $26.8K | Hold |
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|
2022
Q4 | $24K | Sell |
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|
2022
Q3 | $16.3K | Buy |
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|
2022
Q2 | $17.2K | Buy |
|