Northwest Financial Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,235
| Closed | -$219K | – | 120 |
|
|
2024
Q4 | $219K | Sell |
1,235
-434
| -26% | -$76.8K | 0.18% | 106 |
|
|
2024
Q3 | $254K | Sell |
1,669
-126
| -7% | -$19.2K | 0.2% | 82 |
|
|
2024
Q2 | $327K | Sell |
1,795
-278
| -13% | -$50.6K | 0.33% | 68 |
|
|
2024
Q1 | $400K | Sell |
2,073
-631
| -23% | -$122K | 0.44% | 58 |
|
|
2023
Q4 | $705K | Buy |
+2,704
| New | +$705K | 0.6% | 33 |
|