Sax 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 | $271K | Sell |
1,295
-103
| -7% | -$21.6K | 0.02% | 359 |
|
|
2025
Q1 | $238K | Sell |
1,398
-1,240
| -47% | -$211K | 0.02% | 325 |
|
|
2024
Q4 | $467K | Buy |
+2,638
| New | +$467K | 0.04% | 201 |
|
|
2024
Q3 | – | Sell |
-2,791
| Closed | -$508K | – | 302 |
|
|
2024
Q2 | $508K | Buy |
+2,791
| New | +$508K | 0.05% | 141 |
|
|
2024
Q1 | – | Sell |
-2,514
| Closed | -$655K | – | 204 |
|
|
2023
Q4 | $655K | Hold |
2,514
| – | – | 0.11% | 99 |
|
|
2023
Q3 | $482K | Hold |
2,514
| – | – | 0.09% | 114 |
|
|
2023
Q2 | $531K | Hold |
2,514
| – | – | 0.11% | 108 |
|
|
2023
Q1 | $534K | Sell |
2,514
-2
| -0.1% | -$425 | 0.12% | 104 |
|
|
2022
Q4 | $479K | Buy |
2,516
+13
| +0.5% | +$2.48K | 0.11% | 107 |
|
|
2022
Q3 | $303K | Sell |
2,503
-196
| -7% | -$23.7K | 0.08% | 128 |
|
|
2022
Q2 | $369K | Sell |
2,699
-12
| -0.4% | -$1.64K | 0.09% | 122 |
|
|
2022
Q1 | $519K | Sell |
2,711
-44
| -2% | -$8.42K | 0.13% | 106 |
|
|
2021
Q4 | $555K | Sell |
2,755
-36
| -1% | -$7.25K | 0.12% | 112 |
|
|
2021
Q3 | $614K | Hold |
2,791
| – | – | 0.15% | 94 |
|
|
2021
Q2 | $669K | Sell |
2,791
-5
| -0.2% | -$1.2K | 0.23% | 82 |
|
|
2021
Q1 | $712K | Buy |
2,796
+29
| +1% | +$7.39K | 0.26% | 68 |
|
|
2020
Q4 | $592K | Buy |
+2,767
| New | +$592K | 0.27% | 70 |
|