SS&H Financial 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 | $1.78M | Sell |
8,480
-300
| -3% | -$62.9K | 0.59% | 44 |
|
|
2025
Q1 | $1.5M | Buy |
8,780
+500
| +6% | +$85.3K | 0.56% | 49 |
|
|
2024
Q4 | $1.47M | Buy |
8,280
+560
| +7% | +$99.2K | 0.53% | 48 |
|
|
2024
Q3 | $1.17M | Hold |
7,720
| – | – | 0.43% | 54 |
|
|
2024
Q2 | $1.41M | Buy |
7,720
+525
| +7% | +$95.5K | 0.55% | 48 |
|
|
2024
Q1 | $1.39M | Buy |
7,195
+3,425
| +91% | +$661K | 0.58% | 47 |
|
|
2023
Q4 | $983K | Buy |
3,770
+700
| +23% | +$183K | 0.42% | 59 |
|
|
2023
Q3 | $588K | Buy |
+3,070
| New | +$588K | 0.28% | 78 |
|
|
2023
Q1 | $626K | Hold |
2,945
| – | – | 0.29% | 78 |
|
|
2022
Q4 | $561K | Hold |
2,945
| – | – | 0.27% | 78 |
|
|
2022
Q3 | $357K | Sell |
2,945
-500
| -15% | -$60.6K | 0.18% | 96 |
|
|
2022
Q2 | $471K | Hold |
3,445
| – | – | 0.22% | 88 |
|
|
2022
Q1 | $660K | Buy |
+3,445
| New | +$660K | 0.26% | 82 |
|