FMB Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $431K | Buy |
2,056
+1
| +0% | +$210 | 0.21% | 51 |
|
2025
Q1 | $350K | Hold |
2,055
| – | – | 0.19% | 52 |
|
2024
Q4 | $364K | Hold |
2,055
| – | – | 0.2% | 51 |
|
2024
Q3 | $312K | Buy |
2,055
+9
| +0.4% | +$1.37K | 0.18% | 52 |
|
2024
Q2 | $372K | Hold |
2,046
| – | – | 0.28% | 47 |
|
2024
Q1 | $395K | Buy |
2,046
+50
| +3% | +$9.65K | 0.32% | 45 |
|
2023
Q4 | $520K | Sell |
1,996
-1
| -0.1% | -$261 | 0.48% | 38 |
|
2023
Q3 | $383K | Hold |
1,997
| – | – | 0.41% | 38 |
|
2023
Q2 | $422K | Buy |
1,997
+249
| +14% | +$52.6K | 0.45% | 37 |
|
2023
Q1 | $371K | Buy |
1,748
+1
| +0.1% | +$212 | 0.44% | 35 |
|
2022
Q4 | $333K | Buy |
+1,747
| New | +$333K | 0.43% | 32 |
|