North Ridge 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 | $625K | Buy |
2,981
+186
| +7% | +$39K | 0.38% | 26 |
|
|
2025
Q1 | $477K | Hold |
2,795
| – | – | 0.32% | 28 |
|
|
2024
Q4 | $495K | Hold |
2,795
| – | – | 0.34% | 28 |
|
|
2024
Q3 | $425K | Hold |
2,795
| – | – | 0.29% | 33 |
|
|
2024
Q2 | $509K | Hold |
2,795
| – | – | 0.39% | 27 |
|
|
2024
Q1 | $539K | Hold |
2,795
| – | – | 0.42% | 28 |
|
|
2023
Q4 | $728K | Hold |
2,795
| – | – | 0.61% | 25 |
|
|
2023
Q3 | $536K | Sell |
2,795
-65
| -2% | -$12.5K | 0.52% | 28 |
|
|
2023
Q2 | $604K | Hold |
2,860
| – | – | 0.58% | 28 |
|
|
2023
Q1 | $607K | Buy |
+2,860
| New | +$607K | 0.61% | 27 |
|