LMG Wealth Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
+1,097
| New | +$230K | 0.05% | 131 |
|
|
2025
Q1 | – | Sell |
-1,183
| Closed | -$209K | – | 129 |
|
|
2024
Q4 | $209K | Sell |
1,183
-850
| -42% | -$150K | 0.05% | 125 |
|
|
2024
Q3 | $309K | Sell |
2,033
-142
| -7% | -$21.6K | 0.07% | 102 |
|
|
2024
Q2 | $396K | Sell |
2,175
-46
| -2% | -$8.37K | 0.1% | 95 |
|
|
2024
Q1 | $429K | Buy |
2,221
+1,074
| +94% | +$207K | 0.11% | 96 |
|
|
2023
Q4 | $299K | Hold |
1,147
| – | – | 0.08% | 88 |
|
|
2023
Q3 | $220K | Hold |
1,147
| – | – | 0.07% | 97 |
|
|
2023
Q2 | $242K | Hold |
1,147
| – | – | 0.07% | 97 |
|
|
2023
Q1 | $244K | Hold |
1,147
| – | – | 0.08% | 98 |
|
|
2022
Q4 | $242K | Buy |
+1,147
| New | +$242K | 0.08% | 97 |
|