Heritage Wealth Management (Ohio)’s Boeing BA Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$480K	Sell
2025 Q1	$408K	Sell
2024 Q4	$990K	Buy
2024 Q3	$374K	Sell
2024 Q2	$483K	Buy