Prosperity 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 | $225K | Sell |
1,074
-1,184
| -52% | -$248K | 0.08% | 210 |
|
2025
Q1 | $385K | Sell |
2,258
-76
| -3% | -$13K | 0.18% | 119 |
|
2024
Q4 | $413K | Buy |
+2,334
| New | +$413K | 0.17% | 119 |
|
2024
Q3 | – | Sell |
-1,622
| Closed | -$295K | – | 196 |
|
2024
Q2 | $295K | Buy |
+1,622
| New | +$295K | 0.15% | 130 |
|
2024
Q1 | – | Sell |
-853
| Closed | -$222K | – | 155 |
|
2023
Q4 | $222K | Sell |
853
-804
| -49% | -$210K | 0.14% | 118 |
|
2023
Q3 | $318K | Buy |
1,657
+224
| +16% | +$42.9K | 0.2% | 91 |
|
2023
Q2 | $303K | Buy |
+1,433
| New | +$303K | 0.2% | 84 |
|