GeoWealth 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 | $402K | Buy |
1,920
+757
| +65% | +$159K | 0.02% | 458 |
|
|
2025
Q1 | $198K | Sell |
1,163
-175
| -13% | -$29.8K | 0.01% | 663 |
|
|
2024
Q4 | $237K | Sell |
1,338
-139
| -9% | -$24.6K | 0.01% | 699 |
|
|
2024
Q3 | $224K | Sell |
1,477
-307
| -17% | -$46.7K | 0.01% | 681 |
|
|
2024
Q2 | $325K | Sell |
1,784
-107
| -6% | -$19.5K | 0.01% | 556 |
|
|
2024
Q1 | $365K | Buy |
1,891
+825
| +77% | +$159K | 0.01% | 518 |
|
|
2023
Q4 | $277K | Buy |
+1,066
| New | +$277K | 0.02% | 429 |
|
|
2019
Q4 | – | Sell |
-1,154
| Closed | -$439K | – | 106 |
|
|
2019
Q3 | $439K | Buy |
+1,154
| New | +$439K | 0.1% | 109 |
|