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