Level 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 | $227K | Buy |
+1,082
| New | +$227K | 0.07% | 86 |
|
|
2024
Q1 | – | Sell |
-264
| Closed | -$68.8K | – | 92 |
|
|
2023
Q4 | $68.8K | Hold |
264
| – | – | 0.03% | 99 |
|
|
2023
Q3 | $50.6K | Hold |
264
| – | – | 0.03% | 108 |
|
|
2023
Q2 | $55.7K | Hold |
264
| – | – | 0.03% | 106 |
|
|
2023
Q1 | $56.1K | Hold |
264
| – | – | 0.03% | 94 |
|
|
2022
Q4 | $50K | Hold |
264
| – | – | 0.03% | 97 |
|
|
2022
Q3 | $32K | Hold |
264
| – | – | 0.02% | 116 |
|
|
2022
Q2 | $36K | Hold |
264
| – | – | 0.03% | 122 |
|
|
2022
Q1 | $51K | Hold |
264
| – | – | 0.04% | 84 |
|
|
2021
Q4 | $53K | Buy |
+264
| New | +$53K | 0.04% | 90 |
|