Perfromance Wealth Partners’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Buy |
2,201
+501
| +29% | +$105K | 0.01% | 112 |
|
|
2025
Q1 | $290K | Hold |
1,700
| – | – | 0.01% | 136 |
|
|
2024
Q4 | $301K | Sell |
1,700
-1,000
| -37% | -$177K | 0.01% | 131 |
|
|
2024
Q3 | $411K | Buy |
2,700
+1,500
| +125% | +$228K | 0.01% | 117 |
|
|
2024
Q2 | $218K | Hold |
1,200
| – | – | 0.01% | 148 |
|
|
2024
Q1 | $232K | Hold |
1,200
| – | – | 0.01% | 142 |
|
|
2023
Q4 | $313K | Buy |
+1,200
| New | +$313K | 0.01% | 132 |
|