GoalVest Advisory’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.6K | Buy |
466
+25
| +6% | +$5.24K | 0.02% | 168 |
|
|
2025
Q1 | $75.2K | Sell |
441
-9
| -2% | -$1.54K | 0.02% | 157 |
|
|
2024
Q4 | $79.7K | Buy |
450
+16
| +4% | +$2.83K | 0.02% | 159 |
|
|
2024
Q3 | $66K | Hold |
434
| – | – | 0.02% | 167 |
|
|
2024
Q2 | $79K | Hold |
434
| – | – | 0.03% | 149 |
|
|
2024
Q1 | $83.8K | Buy |
434
+209
| +93% | +$40.3K | 0.03% | 159 |
|
|
2023
Q4 | $58.6K | Hold |
225
| – | – | 0.03% | 125 |
|
|
2023
Q3 | $43.1K | Buy |
225
+25
| +13% | +$4.79K | 0.02% | 153 |
|
|
2023
Q2 | $42.2K | Hold |
200
| – | – | 0.02% | 149 |
|
|
2023
Q1 | $42.5K | Hold |
200
| – | – | 0.02% | 121 |
|
|
2022
Q4 | $38.1K | Hold |
200
| – | – | 0.02% | 122 |
|
|
2022
Q3 | $24K | Sell |
200
-776
| -80% | -$93.1K | 0.02% | 141 |
|
|
2022
Q2 | $134K | Sell |
976
-690
| -41% | -$94.7K | 0.08% | 120 |
|
|
2022
Q1 | $319K | Buy |
+1,666
| New | +$319K | 0.18% | 101 |
|
|
2021
Q2 | $677K | Buy |
2,824
+229
| +9% | +$54.9K | 0.42% | 66 |
|
|
2021
Q1 | $661K | Buy |
2,595
+85
| +3% | +$21.7K | 0.49% | 69 |
|
|
2020
Q4 | $537K | Buy |
+2,510
| New | +$537K | 0.45% | 66 |
|