Jamison Private Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
+1,109
| New | +$232K | 0.03% | 184 |
|
|
2024
Q4 | – | Sell |
-140
| Closed | -$21.3K | – | 221 |
|
|
2024
Q3 | $21.3K | Buy |
140
+74
| +112% | +$11.3K | ﹤0.01% | 301 |
|
|
2024
Q2 | $12K | Sell |
66
-36
| -35% | -$6.55K | ﹤0.01% | 317 |
|
|
2024
Q1 | $19.7K | Sell |
102
-6,136
| -98% | -$1.18M | ﹤0.01% | 297 |
|
|
2023
Q4 | $1.63M | Buy |
6,238
+922
| +17% | +$240K | 0.3% | 80 |
|
|
2023
Q3 | $1.02M | Buy |
+5,316
| New | +$1.02M | 0.21% | 89 |
|