Mosaic Family Wealth Partners’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.39M Buy
6,985
+1,165
+20% +$265K 0.14% 89
2025
Q4
$1.26M Sell
5,820
-291
-5% -$59.8K 0.14% 85
2025
Q3
$1.33M Buy
6,111
+1,251
+26% +$282K 0.16% 68
2025
Q2
$1.02M Buy
4,860
+652
+15% +$123K 0.13% 81
2025
Q1
$718K Buy
4,208
+11
+0.3% +$1.9K 0.1% 105
2024
Q4
$743K Sell
4,197
-322
-7% -$50.5K 0.11% 93
2024
Q3
$687K Sell
4,519
-467
-9% -$80.1K 0.1% 99
2024
Q2
$907K Buy
4,986
+50
+1% +$8.91K 0.15% 81
2024
Q1
$953K Sell
4,936
-19,660
-80% -$4.04M 0.16% 75
2023
Q4
$6.41M Buy
24,596
+19,875
+421% +$4.25M 1.11% 17
2023
Q3
$905K Hold
4,721
0.18% 67
2023
Q2
$997K Buy
4,721
+976
+26% +$203K 0.2% 58
2023
Q1
$795K Sell
3,745
-6
-0.2% -$1.25K 0.17% 78
2022
Q4
$714K Buy
+3,751
New +$614K 0.2% 78

Other funds holding BA