Soundmark Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $811K | Sell |
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|
2023
Q4 | $1.13M | Hold |
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|
2023
Q3 | $833K | Sell |
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|
2023
Q2 | $1M | Hold |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $906K | Hold |
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|
2022
Q3 | $576K | Hold |
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|
2022
Q2 | $650K | Buy |
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|
2022
Q1 | $454K | Sell |
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|
2021
Q4 | $482K | Sell |
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|
2021
Q3 | $644K | Sell |
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|
2021
Q2 | $736K | Sell |
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|
2021
Q1 | $824K | Buy |
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|
2020
Q4 | $564K | Buy |
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