Intrepid Financial Planning Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,165
| Closed | -$206K | – | 119 |
|
|
2024
Q4 | $206K | Sell |
1,165
-195
| -14% | -$34.5K | 0.09% | 110 |
|
|
2024
Q3 | $207K | Sell |
1,360
-65
| -5% | -$9.88K | 0.09% | 114 |
|
|
2024
Q2 | $259K | Hold |
1,425
| – | – | 0.11% | 102 |
|
|
2024
Q1 | $275K | Sell |
1,425
-1,000
| -41% | -$193K | 0.12% | 103 |
|
|
2023
Q4 | $632K | Sell |
2,425
-218
| -8% | -$56.8K | 0.3% | 56 |
|
|
2023
Q3 | $507K | Sell |
2,643
-70
| -3% | -$13.4K | 0.26% | 60 |
|
|
2023
Q2 | $573K | Sell |
2,713
-32
| -1% | -$6.76K | 0.28% | 60 |
|
|
2023
Q1 | $583K | Sell |
2,745
-50
| -2% | -$10.6K | 0.29% | 56 |
|
|
2022
Q4 | $532K | Sell |
2,795
-110
| -4% | -$21K | 0.29% | 56 |
|
|
2022
Q3 | $352K | Sell |
2,905
-35
| -1% | -$4.24K | 0.2% | 68 |
|
|
2022
Q2 | $402K | Buy |
+2,940
| New | +$402K | 0.22% | 64 |
|