Novak & Powell Financial Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
6,113
-200
| -3% | -$41.9K | 0.89% | 22 |
|
|
2025
Q1 | $1.08M | Sell |
6,313
-450
| -7% | -$76.7K | 0.67% | 36 |
|
|
2024
Q4 | $1.2M | Hold |
6,763
| – | – | 0.71% | 34 |
|
|
2024
Q3 | $1.03M | Hold |
6,763
| – | – | 0.6% | 41 |
|
|
2024
Q2 | $1.23M | Sell |
6,763
-168
| -2% | -$30.6K | 0.76% | 36 |
|
|
2024
Q1 | $1.34M | Sell |
6,931
-192
| -3% | -$37.1K | 1% | 25 |
|
|
2023
Q4 | $1.86M | Buy |
+7,123
| New | +$1.86M | 1.24% | 19 |
|