Guardian Wealth Advisors (North Carolina)’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $982K | Buy |
4,688
+204
| +5% | +$42.7K | 0.07% | 146 |
|
|
2025
Q1 | $765K | Buy |
4,484
+41
| +0.9% | +$6.99K | 0.06% | 149 |
|
|
2024
Q4 | $786K | Buy |
4,443
+116
| +3% | +$20.5K | 0.06% | 150 |
|
|
2024
Q3 | $658K | Buy |
4,327
+182
| +4% | +$27.7K | 0.07% | 134 |
|
|
2024
Q2 | $754K | Buy |
4,145
+1,758
| +74% | +$320K | 0.09% | 120 |
|
|
2024
Q1 | $461K | Buy |
2,387
+964
| +68% | +$186K | 0.06% | 166 |
|
|
2023
Q4 | $371K | Sell |
1,423
-113
| -7% | -$29.5K | 0.06% | 171 |
|
|
2023
Q3 | $294K | Buy |
1,536
+326
| +27% | +$62.5K | 0.05% | 187 |
|
|
2023
Q2 | $255K | Buy |
1,210
+123
| +11% | +$26K | 0.04% | 189 |
|
|
2023
Q1 | $231K | Sell |
1,087
-476
| -30% | -$101K | 0.04% | 198 |
|
|
2022
Q4 | $298K | Sell |
1,563
-209
| -12% | -$39.8K | 0.06% | 154 |
|
|
2022
Q3 | $215K | Buy |
+1,772
| New | +$215K | 0.04% | 173 |
|