Stone Summit Wealth’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Hold |
1,850
| – | – | 0.12% | 111 |
|
|
2025
Q1 | $316K | Hold |
1,850
| – | – | 0.11% | 116 |
|
|
2024
Q4 | $327K | Sell |
1,850
-116
| -6% | -$20.5K | 0.11% | 117 |
|
|
2024
Q3 | $299K | Buy |
1,966
+16
| +0.8% | +$2.43K | 0.1% | 125 |
|
|
2024
Q2 | $355K | Hold |
1,950
| – | – | 0.13% | 112 |
|
|
2024
Q1 | $376K | Hold |
1,950
| – | – | 0.13% | 116 |
|
|
2023
Q4 | $508K | Hold |
1,950
| – | – | 0.19% | 99 |
|
|
2023
Q3 | $374K | Hold |
1,950
| – | – | 0.16% | 110 |
|
|
2023
Q2 | $412K | Hold |
1,950
| – | – | 0.17% | 102 |
|
|
2023
Q1 | $414K | Sell |
1,950
-160
| -8% | -$34K | 0.18% | 93 |
|
|
2022
Q4 | $402K | Hold |
2,110
| – | – | 0.2% | 96 |
|
|
2022
Q3 | $255K | Hold |
2,110
| – | – | 0.16% | 116 |
|
|
2022
Q2 | $288K | Sell |
2,110
-150
| -7% | -$20.5K | 0.17% | 111 |
|
|
2022
Q1 | $432K | Buy |
+2,260
| New | +$432K | 0.24% | 93 |
|