Investments & Financial Planning LLC’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Hold |
1,191
| – | – | 0.14% | 32 |
|
|
2025
Q1 | $203K | Hold |
1,191
| – | – | 0.13% | 34 |
|
|
2024
Q4 | $211K | Buy |
+1,191
| New | +$211K | 0.13% | 33 |
|
|
2024
Q3 | – | Sell |
-1,141
| Closed | -$208K | – | 34 |
|
|
2024
Q2 | $208K | Buy |
+1,141
| New | +$208K | 0.14% | 33 |
|
|
2023
Q2 | – | Sell |
-1,051
| Closed | -$223K | – | 36 |
|
|
2023
Q1 | $223K | Hold |
1,051
| – | – | 0.2% | 33 |
|
|
2022
Q4 | $200K | Buy |
+1,051
| New | +$200K | 0.2% | 36 |
|
|
2022
Q2 | – | Sell |
-1,166
| Closed | -$223K | – | 35 |
|
|
2022
Q1 | $223K | Hold |
1,166
| – | – | 0.19% | 32 |
|
|
2021
Q4 | $255K | Buy |
+1,166
| New | +$255K | 0.23% | 30 |
|