Icon Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
5,467
+1,078
| +25% | +$226K | 0.08% | 155 |
|
|
2025
Q1 | $749K | Buy |
4,389
+618
| +16% | +$105K | 0.06% | 172 |
|
|
2024
Q4 | $667K | Buy |
3,771
+364
| +11% | +$64.4K | 0.05% | 181 |
|
|
2024
Q3 | $518K | Buy |
3,407
+39
| +1% | +$5.93K | 0.04% | 207 |
|
|
2024
Q2 | $642K | Sell |
3,368
-74
| -2% | -$14.1K | 0.06% | 177 |
|
|
2024
Q1 | $664K | Buy |
3,442
+323
| +10% | +$62.3K | 0.06% | 176 |
|
|
2023
Q4 | $813K | Buy |
+3,119
| New | +$813K | 0.08% | 143 |
|
|
2022
Q4 | $604K | Buy |
3,173
+149
| +5% | +$28.4K | 0.07% | 177 |
|
|
2022
Q3 | $366K | Buy |
+3,024
| New | +$366K | 0.04% | 215 |
|