Heritage Financial Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $289K | Buy |
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|
2025
Q2 | $265K | Sell |
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|
2025
Q1 | $216K | Buy |
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|
2024
Q4 | $215K | Buy |
|
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $218K | Sell |
|
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|
2024
Q1 | $235K | Buy |
|
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|
2023
Q4 | $313K | Sell |
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|
2023
Q3 | $230K | Buy |
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|
2023
Q2 | $253K | Sell |
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|
2023
Q1 | $319K | Sell |
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|
2022
Q4 | $299K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $220K | Sell |
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|
2022
Q1 | $401K | Buy |
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|
2021
Q4 | $351K | Buy |
|