PCS
Personal CFO Solutions’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Buy |
18,793
+2,635
| +16% | +$552K | 0.73% | 21 |
|
|
2025
Q1 | $2.76M | Buy |
16,158
+1,846
| +13% | +$315K | 0.56% | 30 |
|
|
2024
Q4 | $2.53M | Buy |
14,312
+6,698
| +88% | +$1.19M | 0.5% | 35 |
|
|
2024
Q3 | $1.16M | Buy |
7,614
+3,851
| +102% | +$586K | 0.16% | 121 |
|
|
2024
Q2 | $685K | Buy |
3,763
+96
| +3% | +$17.5K | 0.11% | 188 |
|
|
2024
Q1 | $708K | Buy |
3,667
+105
| +3% | +$20.3K | 0.11% | 193 |
|
|
2023
Q4 | $929K | Buy |
3,562
+326
| +10% | +$85K | 0.16% | 130 |
|
|
2023
Q3 | $620K | Buy |
3,236
+303
| +10% | +$58.1K | 0.12% | 158 |
|
|
2023
Q2 | $619K | Buy |
2,933
+145
| +5% | +$30.6K | 0.13% | 161 |
|
|
2023
Q1 | $592K | Buy |
2,788
+81
| +3% | +$17.2K | 0.12% | 160 |
|
|
2022
Q4 | $516K | Sell |
2,707
-71,378
| -96% | -$13.6M | 0.11% | 188 |
|
|
2022
Q3 | $8.97M | Buy |
74,085
+105
| +0.1% | +$12.7K | 2.25% | 6 |
|
|
2022
Q2 | $10.1M | Buy |
73,980
+154
| +0.2% | +$21.1K | 2.37% | 5 |
|
|
2022
Q1 | $14.1M | Buy |
73,826
+261
| +0.4% | +$50K | 2.79% | 5 |
|
|
2021
Q4 | $14.8M | Buy |
73,565
+179
| +0.2% | +$36K | 2.77% | 5 |
|
|
2021
Q3 | $16.1M | Buy |
73,386
+10,501
| +17% | +$2.31M | 3.31% | 3 |
|
|
2021
Q2 | $15.1M | Sell |
62,885
-111
| -0.2% | -$26.6K | 3.09% | 3 |
|
|
2021
Q1 | $16M | Buy |
62,996
+440
| +0.7% | +$112K | 3.47% | 3 |
|
|
2020
Q4 | $13.4M | Buy |
62,556
+126
| +0.2% | +$27K | 3.31% | 5 |
|
|
2020
Q3 | $10K | Buy |
62,430
+422
| +0.7% | +$68 | 3.33% | 4 |
|
|
2020
Q2 | $11.4M | Buy |
62,008
+110
| +0.2% | +$20.2K | 3.36% | 5 |
|
|
2020
Q1 | $9.23M | Buy |
61,898
+83
| +0.1% | +$12.4K | 3.32% | 5 |
|
|
2019
Q4 | $20.1M | Buy |
+61,815
| New | +$20.1M | 5.77% | 3 |
|