Mowery & Schoenfeld Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.26K | Hold |
6
| – | – | ﹤0.01% | 352 |
|
2025
Q1 | $1.02K | Sell |
6
-88
| -94% | -$15K | ﹤0.01% | 414 |
|
2024
Q4 | $16.6K | Buy |
94
+88
| +1,467% | +$15.6K | 0.03% | 184 |
|
2024
Q3 | $913 | Hold |
6
| – | – | ﹤0.01% | 218 |
|
2024
Q2 | $1.09K | Hold |
6
| – | – | ﹤0.01% | 194 |
|
2024
Q1 | $1.16K | Hold |
6
| – | – | ﹤0.01% | 140 |
|
2023
Q4 | $1.56K | Buy |
+6
| New | +$1.56K | ﹤0.01% | 145 |
|