GGM 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
Q1 | – | Sell |
-1,151
| Closed | -$204K | – | 135 |
|
2024
Q4 | $204K | Buy |
+1,151
| New | +$204K | 0.11% | 133 |
|
2024
Q3 | – | Sell |
-1,151
| Closed | -$210K | – | 149 |
|
2024
Q2 | $210K | Hold |
1,151
| – | – | 0.1% | 130 |
|
2024
Q1 | $205K | Hold |
1,151
| – | – | 0.1% | 125 |
|
2023
Q4 | $237K | Buy |
1,151
+100
| +10% | +$20.5K | 0.1% | 125 |
|
2023
Q3 | $201K | Sell |
1,051
-26
| -2% | -$4.98K | 0.09% | 133 |
|
2023
Q2 | $236K | Buy |
+1,077
| New | +$236K | 0.1% | 129 |
|
2023
Q1 | – | Sell |
-1,131
| Closed | -$241K | – | 68 |
|
2022
Q4 | $241K | Buy |
+1,131
| New | +$241K | 0.12% | 118 |
|