PFG Private Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-100
| Closed | -$17.1K | – | 74 |
|
2025
Q1 | $17.1K | Hold |
100
| – | – | 0.01% | 117 |
|
2024
Q4 | $17.7K | Hold |
100
| – | – | 0.01% | 119 |
|
2024
Q3 | $15.2K | Hold |
100
| – | – | 0.01% | 127 |
|
2024
Q2 | $18.2K | Hold |
100
| – | – | 0.01% | 117 |
|
2024
Q1 | $19.3K | Sell |
100
-7
| -7% | -$1.35K | 0.01% | 110 |
|
2023
Q4 | $27.9K | Sell |
107
-10
| -9% | -$2.61K | 0.02% | 96 |
|
2023
Q3 | $22.4K | Hold |
117
| – | – | 0.02% | 160 |
|
2023
Q2 | $24.7K | Hold |
117
| – | – | 0.01% | 170 |
|
2023
Q1 | $24.9K | Sell |
117
-158
| -57% | -$33.6K | 0.02% | 167 |
|
2022
Q4 | $52K | Buy |
275
+158
| +135% | +$29.9K | 0.03% | 139 |
|
2022
Q3 | $14K | Hold |
117
| – | – | 0.01% | 166 |
|
2022
Q2 | $16K | Hold |
117
| – | – | 0.01% | 182 |
|
2022
Q1 | $22K | Hold |
117
| – | – | 0.01% | 177 |
|
2021
Q4 | $24K | Hold |
117
| – | – | 0.01% | 176 |
|
2021
Q3 | $26K | Buy |
+117
| New | +$26K | 0.02% | 165 |
|