Levy Wealth Management Group’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $509K | Sell |
2,794
-275
| -9% | -$50.1K | 0.13% | 59 |
|
|
2024
Q1 | $800K | Hold |
3,069
| – | – | 0.22% | 45 |
|
|
2023
Q4 | $800K | Hold |
3,069
| – | – | 0.22% | 45 |
|
|
2023
Q3 | $588K | Hold |
3,069
| – | – | 0.18% | 48 |
|
|
2023
Q2 | $648K | Hold |
3,069
| – | – | 0.19% | 48 |
|
|
2023
Q1 | $652K | Sell |
3,069
-31
| -1% | -$6.59K | 0.2% | 46 |
|
|
2022
Q4 | $591K | Sell |
3,100
-30
| -1% | -$5.72K | 0.2% | 46 |
|
|
2022
Q3 | $379K | Buy |
3,130
+319
| +11% | +$38.6K | 0.16% | 45 |
|
|
2022
Q2 | $384K | Hold |
2,811
| – | – | 0.18% | 47 |
|
|
2022
Q1 | $538K | Hold |
2,811
| – | – | 0.22% | 38 |
|
|
2021
Q4 | $566K | Hold |
2,811
| – | – | 0.26% | 37 |
|
|
2021
Q3 | $618K | Hold |
2,811
| – | – | 0.34% | 33 |
|
|
2021
Q2 | $673K | Buy |
2,811
+1,388
| +98% | +$332K | 0.39% | 33 |
|
|
2021
Q1 | $362K | Buy |
+1,423
| New | +$362K | 0.24% | 38 |
|