Prestige Wealth Management Group’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$197K Hold
942
0.04% 166
2025
Q1
$161K Sell
942
-80
-8% -$13.6K 0.03% 163
2024
Q4
$181K Sell
1,022
-3
-0.3% -$531 0.04% 162
2024
Q3
$156K Buy
1,025
+145
+16% +$22K 0.03% 165
2024
Q2
$160K Sell
880
-2
-0.2% -$364 0.03% 147
2024
Q1
$170K Sell
882
-1
-0.1% -$193 0.04% 164
2023
Q4
$230K Sell
883
-22
-2% -$5.74K 0.05% 132
2023
Q3
$173K Sell
905
-32
-3% -$6.13K 0.04% 140
2023
Q2
$198K Buy
937
+16
+2% +$3.38K 0.05% 148
2023
Q1
$196K Sell
921
-7
-0.8% -$1.49K 0.05% 151
2022
Q4
$177K Buy
928
+30
+3% +$5.72K 0.05% 142
2022
Q3
$109K Buy
898
+3
+0.3% +$364 0.03% 167
2022
Q2
$122K Sell
895
-28
-3% -$3.82K 0.03% 162
2022
Q1
$177K Buy
923
+21
+2% +$4.03K 0.04% 147
2021
Q4
$181K Sell
902
-50
-5% -$10K 0.04% 146
2021
Q3
$209K Sell
952
-12
-1% -$2.63K 0.05% 133
2021
Q2
$231K Hold
964
0.06% 115
2021
Q1
$245K Sell
964
-23
-2% -$5.85K 0.07% 105
2020
Q4
$211K Buy
987
+129
+15% +$27.6K 0.06% 122
2020
Q3
$142K Buy
858
+40
+5% +$6.62K 0.04% 140
2020
Q2
$150K Buy
818
+59
+8% +$10.8K 0.05% 120
2020
Q1
$113K Buy
759
+234
+45% +$34.8K 0.05% 111
2019
Q4
$171K Hold
525
0.09% 128
2019
Q3
$200K Hold
525
0.12% 109
2019
Q2
$191K Sell
525
-100
-16% -$36.4K 0.12% 111
2019
Q1
$238K Sell
625
-174
-22% -$66.3K 0.15% 104
2018
Q4
$258K Buy
+799
New +$258K 0.19% 95