Mosaic Family 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 | $1.02M | Buy |
4,860
+652
| +15% | +$137K | 0.13% | 81 |
|
|
2025
Q1 | $718K | Buy |
4,208
+11
| +0.3% | +$1.88K | 0.1% | 105 |
|
|
2024
Q4 | $743K | Sell |
4,197
-322
| -7% | -$57K | 0.11% | 93 |
|
|
2024
Q3 | $687K | Sell |
4,519
-467
| -9% | -$71K | 0.1% | 99 |
|
|
2024
Q2 | $907K | Buy |
4,986
+50
| +1% | +$9.1K | 0.15% | 81 |
|
|
2024
Q1 | $953K | Sell |
4,936
-19,660
| -80% | -$3.79M | 0.16% | 75 |
|
|
2023
Q4 | $6.41M | Buy |
24,596
+19,875
| +421% | +$5.18M | 1.11% | 17 |
|
|
2023
Q3 | $905K | Hold |
4,721
| – | – | 0.18% | 67 |
|
|
2023
Q2 | $997K | Buy |
4,721
+976
| +26% | +$206K | 0.2% | 58 |
|
|
2023
Q1 | $795K | Sell |
3,745
-6
| -0.2% | -$1.27K | 0.17% | 78 |
|
|
2022
Q4 | $714K | Buy |
+3,751
| New | +$714K | 0.2% | 77 |
|