Fortis Group 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 | $318K | Buy |
1,463
+966
| +194% | +$210K | 0.06% | 181 |
|
|
2025
Q1 | $84.8K | Hold |
497
| – | – | 0.02% | 200 |
|
|
2024
Q4 | $88K | Hold |
497
| – | – | 0.02% | 199 |
|
|
2024
Q3 | $75.6K | Sell |
497
-1,166
| -70% | -$177K | 0.01% | 192 |
|
|
2024
Q2 | $303K | Sell |
1,663
-90
| -5% | -$16.4K | 0.06% | 152 |
|
|
2024
Q1 | $338K | Buy |
1,753
+759
| +76% | +$146K | 0.06% | 153 |
|
|
2023
Q4 | $259K | Buy |
994
+497
| +100% | +$130K | 0.06% | 111 |
|
|
2023
Q3 | $95.3K | Buy |
+497
| New | +$95.3K | 0.03% | 125 |
|
|
2020
Q3 | $97K | Buy |
+587
| New | +$97K | 0.02% | 197 |
|