Jessup 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 | $678K | Sell |
3,237
-194
| -6% | -$40.6K | 0.27% | 45 |
|
|
2025
Q1 | $585K | Buy |
3,431
+1,684
| +96% | +$287K | 0.25% | 45 |
|
|
2024
Q4 | $309K | Buy |
+1,747
| New | +$309K | 0.13% | 55 |
|
|
2023
Q4 | – | Sell |
-35,314
| Closed | -$6.77M | – | 56 |
|
|
2023
Q3 | $6.77M | Buy |
+35,314
| New | +$6.77M | 3.9% | 6 |
|