Sharp Financial Services’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,785
Closed -$316K 90
2024
Q4
$316K Sell
1,785
-85
-5% -$15K 0.24% 66
2024
Q3
$284K Sell
1,870
-365
-16% -$55.5K 0.22% 75
2024
Q2
$407K Buy
2,235
+655
+41% +$119K 0.35% 55
2024
Q1
$305K Buy
+1,580
New +$305K 0.28% 72