Levy Wealth Management Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $509K | Sell |
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|
2024
Q1 | $800K | Hold |
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|
2023
Q4 | $800K | Hold |
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|
2023
Q3 | $588K | Hold |
|
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|
2023
Q2 | $648K | Hold |
|
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|
2023
Q1 | $652K | Sell |
|
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|
2022
Q4 | $591K | Sell |
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|
2022
Q3 | $379K | Buy |
|
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|
2022
Q2 | $384K | Hold |
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|
2022
Q1 | $538K | Hold |
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|
2021
Q4 | $566K | Hold |
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|
2021
Q3 | $618K | Hold |
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|
2021
Q2 | $673K | Buy |
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|
2021
Q1 | $362K | Buy |
|