Moss Adams Wealth 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 | $867K | Buy |
4,139
+523
| +14% | +$110K | 0.08% | 90 |
|
|
2025
Q1 | $617K | Buy |
3,616
+628
| +21% | +$107K | 0.06% | 97 |
|
|
2024
Q4 | $529K | Buy |
2,988
+256
| +9% | +$45.3K | 0.06% | 94 |
|
|
2024
Q3 | $415K | Buy |
2,732
+35
| +1% | +$5.32K | 0.05% | 111 |
|
|
2024
Q2 | $491K | Buy |
2,697
+177
| +7% | +$32.2K | 0.07% | 80 |
|
|
2024
Q1 | $486K | Buy |
2,520
+437
| +21% | +$84.3K | 0.08% | 77 |
|
|
2023
Q4 | $543K | Buy |
2,083
+167
| +9% | +$43.5K | 0.11% | 53 |
|
|
2023
Q3 | $367K | Buy |
1,916
+296
| +18% | +$56.7K | 0.13% | 54 |
|
|
2023
Q2 | $342K | Sell |
1,620
-49
| -3% | -$10.3K | 0.11% | 60 |
|
|
2023
Q1 | $354K | Sell |
1,669
-17
| -1% | -$3.61K | 0.12% | 53 |
|
|
2022
Q4 | $321K | Buy |
+1,686
| New | +$321K | 0.16% | 66 |
|