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LMG Wealth Partners’s Boeing BA Stock Holding History

LMG Wealth Partners’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$259K Buy
1,302
+200
+18% +$45.5K 0.05% 140
2025
Q4 		$239K Buy
1,102
+5
+0.5% +$1.03K 0.04% 143
2025
Q3 		$237K Hold
1,097
– – 0.04% 143
2025
Q2 		$230K Buy
+1,097
New +$207K 0.05% 131
2025
Q1 		– Sell
-1,183
Closed -$209K – 129
2024
Q4 		$209K Sell
1,183
-850
-42% -$133K 0.05% 125
2024
Q3 		$309K Sell
2,033
-142
-7% -$24.3K 0.07% 102
2024
Q2 		$396K Sell
2,175
-46
-2% -$8.2K 0.1% 95
2024
Q1 		$429K Buy
2,221
+1,074
+94% +$221K 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 +$188K 0.08% 97

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