Sax Wealth Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $409K | Buy |
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|
2025
Q2 | $271K | Sell |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $467K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $508K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $655K | Hold |
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|
2023
Q3 | $482K | Hold |
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|
2023
Q2 | $531K | Hold |
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|
2023
Q1 | $534K | Sell |
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|
2022
Q4 | $479K | Buy |
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|
2022
Q3 | $303K | Sell |
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|
2022
Q2 | $369K | Sell |
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|
2022
Q1 | $519K | Sell |
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|
2021
Q4 | $555K | Sell |
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|
2021
Q3 | $614K | Hold |
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|
2021
Q2 | $669K | Sell |
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|
2021
Q1 | $712K | Buy |
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|
2020
Q4 | $592K | Buy |
|