Heritage Financial Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
1,263
-1
| -0.1% | -$210 | 0.03% | 99 |
|
|
2025
Q1 | $216K | Buy |
1,264
+51
| +4% | +$8.7K | 0.02% | 112 |
|
|
2024
Q4 | $215K | Buy |
+1,213
| New | +$215K | 0.03% | 108 |
|
|
2024
Q3 | – | Sell |
-1,200
| Closed | -$218K | – | 111 |
|
|
2024
Q2 | $218K | Sell |
1,200
-18
| -1% | -$3.28K | 0.03% | 97 |
|
|
2024
Q1 | $235K | Buy |
1,218
+18
| +2% | +$3.47K | 0.04% | 93 |
|
|
2023
Q4 | $313K | Sell |
1,200
-2
| -0.2% | -$521 | 0.05% | 75 |
|
|
2023
Q3 | $230K | Buy |
1,202
+2
| +0.2% | +$383 | 0.05% | 66 |
|
|
2023
Q2 | $253K | Sell |
1,200
-300
| -20% | -$63.3K | 0.05% | 64 |
|
|
2023
Q1 | $319K | Sell |
1,500
-71
| -5% | -$15.1K | 0.07% | 61 |
|
|
2022
Q4 | $299K | Buy |
+1,571
| New | +$299K | 0.08% | 62 |
|
|
2022
Q3 | – | Sell |
-1,616
| Closed | -$220K | – | 95 |
|
|
2022
Q2 | $220K | Sell |
1,616
-479
| -23% | -$65.2K | 0.12% | 59 |
|
|
2022
Q1 | $401K | Buy |
2,095
+350
| +20% | +$67K | 0.26% | 46 |
|
|
2021
Q4 | $351K | Buy |
+1,745
| New | +$351K | 0.27% | 52 |
|