Octavia 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 | $270K | Buy |
1,288
+19
| +1% | +$3.98K | 0.03% | 178 |
|
|
2025
Q1 | $216K | Sell |
1,269
-438
| -26% | -$74.7K | 0.03% | 211 |
|
|
2024
Q4 | $302K | Sell |
1,707
-2,192
| -56% | -$388K | 0.04% | 163 |
|
|
2024
Q3 | $593K | Sell |
3,899
-437
| -10% | -$66.4K | 0.07% | 101 |
|
|
2024
Q2 | $789K | Buy |
4,336
+151
| +4% | +$27.5K | 0.11% | 87 |
|
|
2024
Q1 | $808K | Sell |
4,185
-1,404
| -25% | -$271K | 0.12% | 85 |
|
|
2023
Q4 | $1.46M | Sell |
5,589
-219
| -4% | -$57.1K | 0.26% | 52 |
|
|
2023
Q3 | $1.11M | Buy |
5,808
+91
| +2% | +$17.4K | 0.23% | 59 |
|
|
2023
Q2 | $1.21M | Sell |
5,717
-183
| -3% | -$38.6K | 0.25% | 53 |
|
|
2023
Q1 | $1.25M | Sell |
5,900
-52
| -0.9% | -$11K | 0.28% | 50 |
|
|
2022
Q4 | $1.13M | Sell |
5,952
-287
| -5% | -$54.7K | 0.28% | 56 |
|
|
2022
Q3 | $755K | Buy |
6,239
+131
| +2% | +$15.9K | 0.2% | 68 |
|
|
2022
Q2 | $829K | Buy |
6,108
+454
| +8% | +$61.6K | 0.22% | 68 |
|
|
2022
Q1 | $1.08M | Buy |
5,654
+154
| +3% | +$29.5K | 0.24% | 60 |
|
|
2021
Q4 | $1.11M | Sell |
5,500
-314
| -5% | -$63.2K | 0.24% | 63 |
|
|
2021
Q3 | $1.27M | Sell |
5,814
-334
| -5% | -$73.1K | 0.33% | 54 |
|
|
2021
Q2 | $1.47M | Buy |
6,148
+33
| +0.5% | +$7.91K | 0.39% | 50 |
|
|
2021
Q1 | $1.56M | Sell |
6,115
-709
| -10% | -$181K | 0.46% | 47 |
|
|
2020
Q4 | $1.46M | Buy |
+6,824
| New | +$1.46M | 0.47% | 45 |
|