Primoris Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
4,933
-960
| -16% | -$201K | 0.71% | 39 |
|
|
2025
Q1 | $1.01M | Sell |
5,893
-550
| -9% | -$93.8K | 0.78% | 37 |
|
|
2024
Q4 | $1.14M | Sell |
6,443
-544
| -8% | -$96.3K | 0.87% | 32 |
|
|
2024
Q3 | $1.06M | Sell |
6,987
-6,878
| -50% | -$1.05M | 0.77% | 39 |
|
|
2024
Q2 | $2.52M | Sell |
13,865
-462
| -3% | -$84.1K | 2.01% | 16 |
|
|
2024
Q1 | $2.77M | Sell |
14,327
-591
| -4% | -$114K | 2.21% | 14 |
|
|
2023
Q4 | $3.89M | Buy |
14,918
+3,952
| +36% | +$1.03M | 3.67% | 5 |
|
|
2023
Q3 | $2.1M | Sell |
10,966
-216
| -2% | -$41.4K | 2.54% | 13 |
|
|
2023
Q2 | $2.36M | Sell |
11,182
-78
| -0.7% | -$16.5K | 2.59% | 13 |
|
|
2023
Q1 | $2.39M | Buy |
11,260
+4,990
| +80% | +$1.06M | 2.94% | 10 |
|
|
2022
Q4 | $1.19M | Buy |
6,270
+190
| +3% | +$36.2K | 1.84% | 18 |
|
|
2022
Q3 | $726K | Sell |
6,080
-25
| -0.4% | -$2.99K | 1.29% | 24 |
|
|
2022
Q2 | $832K | Sell |
6,105
-22,449
| -79% | -$3.06M | 1.2% | 27 |
|
|
2022
Q1 | $5.49M | Buy |
28,554
+6,613
| +30% | +$1.27M | 5.12% | 3 |
|
|
2021
Q4 | $4.92M | Buy |
+21,941
| New | +$4.92M | 3.96% | 4 |
|