Kapstone Financial 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 | $340K | Hold |
1,621
| – | – | 0.17% | 71 |
|
|
2025
Q1 | $276K | Sell |
1,621
-151
| -9% | -$25.8K | 0.16% | 80 |
|
|
2024
Q4 | $308K | Sell |
1,772
-157
| -8% | -$27.3K | 0.16% | 76 |
|
|
2024
Q3 | $302K | Sell |
1,929
-75
| -4% | -$11.7K | 0.18% | 78 |
|
|
2024
Q2 | $365K | Sell |
2,004
-222
| -10% | -$40.4K | 0.24% | 70 |
|
|
2024
Q1 | $430K | Sell |
2,226
-34
| -2% | -$6.56K | 0.29% | 62 |
|
|
2023
Q4 | $456K | Buy |
2,260
+302
| +15% | +$61K | 0.36% | 57 |
|
|
2023
Q3 | $375K | Sell |
1,958
-642
| -25% | -$123K | 0.34% | 59 |
|
|
2023
Q2 | $619K | Buy |
2,600
+94
| +4% | +$22.4K | 0.51% | 40 |
|
|
2023
Q1 | $535K | Sell |
2,506
-159
| -6% | -$34K | 0.48% | 46 |
|
|
2022
Q4 | $558K | Buy |
+2,665
| New | +$558K | 0.51% | 43 |
|