Lifeworks 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 | $462K | Sell |
2,204
-160
| -7% | -$33.5K | 0.07% | 202 |
|
|
2025
Q1 | $403K | Buy |
2,364
+219
| +10% | +$37.4K | 0.07% | 209 |
|
|
2024
Q4 | $380K | Buy |
2,145
+49
| +2% | +$8.67K | 0.07% | 201 |
|
|
2024
Q3 | $319K | Sell |
2,096
-799
| -28% | -$121K | 0.06% | 219 |
|
|
2024
Q2 | $527K | Buy |
2,895
+981
| +51% | +$179K | 0.15% | 126 |
|
|
2024
Q1 | $369K | Sell |
1,914
-51
| -3% | -$9.85K | 0.1% | 153 |
|
|
2023
Q4 | $512K | Sell |
1,965
-123
| -6% | -$32.1K | 0.18% | 115 |
|
|
2023
Q3 | $400K | Sell |
2,088
-77
| -4% | -$14.8K | 0.16% | 133 |
|
|
2023
Q2 | $457K | Sell |
2,165
-170
| -7% | -$35.9K | 0.19% | 106 |
|
|
2023
Q1 | $496K | Sell |
2,335
-182
| -7% | -$38.7K | 0.23% | 104 |
|
|
2022
Q4 | $479K | Sell |
2,517
-681
| -21% | -$130K | 0.27% | 83 |
|
|
2022
Q3 | $456K | Sell |
3,198
-1,448
| -31% | -$206K | 0.26% | 91 |
|
|
2022
Q2 | $635K | Buy |
4,646
+767
| +20% | +$105K | 0.4% | 81 |
|
|
2022
Q1 | $742K | Sell |
3,879
-1,311
| -25% | -$251K | 0.49% | 75 |
|
|
2021
Q4 | $1.05M | Buy |
+5,190
| New | +$1.05M | 0.83% | 37 |
|