Paces Ferry 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 | $584K | Sell |
2,788
-107
| -4% | -$22.4K | 0.27% | 53 |
|
|
2025
Q1 | $494K | Buy |
2,895
+215
| +8% | +$36.7K | 0.25% | 59 |
|
|
2024
Q4 | $474K | Sell |
2,680
-787
| -23% | -$139K | 0.23% | 60 |
|
|
2024
Q3 | $527K | Sell |
3,467
-193
| -5% | -$29.3K | 0.3% | 54 |
|
|
2024
Q2 | $666K | Buy |
3,660
+169
| +5% | +$30.8K | 0.4% | 48 |
|
|
2024
Q1 | $674K | Buy |
3,491
+231
| +7% | +$44.6K | 0.43% | 50 |
|
|
2023
Q4 | $850K | Sell |
3,260
-69
| -2% | -$18K | 0.59% | 41 |
|
|
2023
Q3 | $638K | Sell |
3,329
-179
| -5% | -$34.3K | 0.51% | 43 |
|
|
2023
Q2 | $741K | Sell |
3,508
-477
| -12% | -$101K | 0.56% | 43 |
|
|
2023
Q1 | $847K | Buy |
3,985
+238
| +6% | +$50.6K | 0.68% | 39 |
|
|
2022
Q4 | $714K | Sell |
3,747
-399
| -10% | -$76K | 0.69% | 35 |
|
|
2022
Q3 | $502K | Buy |
4,146
+5
| +0.1% | +$605 | 0.55% | 42 |
|
|
2022
Q2 | $566K | Buy |
4,141
+379
| +10% | +$51.8K | 0.56% | 42 |
|
|
2022
Q1 | $720K | Buy |
3,762
+217
| +6% | +$41.5K | 0.57% | 39 |
|
|
2021
Q4 | $714K | Buy |
3,545
+301
| +9% | +$60.6K | 0.51% | 43 |
|
|
2021
Q3 | $713K | Sell |
3,244
-141
| -4% | -$31K | 0.57% | 42 |
|
|
2021
Q2 | $811K | Sell |
3,385
-72
| -2% | -$17.3K | 0.62% | 44 |
|
|
2021
Q1 | $881K | Sell |
3,457
-62
| -2% | -$15.8K | 0.77% | 35 |
|
|
2020
Q4 | $753K | Buy |
3,519
+746
| +27% | +$160K | 0.69% | 39 |
|
|
2020
Q3 | $458K | Buy |
+2,773
| New | +$458K | 0.4% | 57 |
|