KWA
Kingswood Wealth Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Buy |
20,383
+831
| +4% | +$174K | 0.34% | 63 |
|
|
2025
Q1 | $3.33M | Sell |
19,552
-2,396
| -11% | -$408K | 0.3% | 78 |
|
|
2024
Q4 | $3.88M | Buy |
21,948
+1,874
| +9% | +$332K | 0.29% | 71 |
|
|
2024
Q3 | $3.07M | Buy |
20,074
+630
| +3% | +$96.2K | 0.22% | 110 |
|
|
2024
Q2 | $3.54M | Buy |
19,444
+5,572
| +40% | +$1.01M | 0.32% | 68 |
|
|
2024
Q1 | $2.68M | Sell |
13,872
-8,302
| -37% | -$1.6M | 0.31% | 72 |
|
|
2023
Q4 | $5.78M | Buy |
22,174
+9,993
| +82% | +$2.6M | 0.66% | 22 |
|
|
2023
Q3 | $3.2M | Sell |
12,181
-6,925
| -36% | -$1.82M | 0.55% | 43 |
|
|
2023
Q2 | $4.03M | Buy |
+19,106
| New | +$4.03M | 1.29% | 12 |
|