KCFA
Key Client Fiduciary Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
1,376
-115
| -8% | -$24.1K | 0.12% | 157 |
|
|
2025
Q1 | $254K | Hold |
1,491
| – | – | 0.12% | 159 |
|
|
2024
Q4 | $264K | Sell |
1,491
-180
| -11% | -$31.9K | 0.12% | 158 |
|
|
2024
Q3 | $254K | Sell |
1,671
-68
| -4% | -$10.3K | 0.11% | 166 |
|
|
2024
Q2 | $317K | Sell |
1,739
-100
| -5% | -$18.2K | 0.16% | 136 |
|
|
2024
Q1 | $355K | Buy |
1,839
+440
| +31% | +$84.9K | 0.19% | 126 |
|
|
2023
Q4 | $365K | Sell |
1,399
-11
| -0.8% | -$2.87K | 0.21% | 117 |
|
|
2023
Q3 | $270K | Sell |
1,410
-18
| -1% | -$3.45K | 0.17% | 134 |
|
|
2023
Q2 | $302K | Sell |
1,428
-452
| -24% | -$95.4K | 0.18% | 128 |
|
|
2023
Q1 | $399K | Sell |
1,880
-215
| -10% | -$45.7K | 0.25% | 93 |
|
|
2022
Q4 | $399K | Buy |
2,095
+66
| +3% | +$12.6K | 0.27% | 83 |
|
|
2022
Q3 | $246K | Buy |
2,029
+48
| +2% | +$5.82K | 0.22% | 89 |
|
|
2022
Q2 | $271K | Sell |
1,981
-245
| -11% | -$33.5K | 0.26% | 87 |
|
|
2022
Q1 | $426K | Buy |
2,226
+275
| +14% | +$52.6K | 0.34% | 65 |
|
|
2021
Q4 | $393K | Buy |
+1,951
| New | +$393K | 0.32% | 74 |
|