Summit Financial 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 | $1.66M | Buy |
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|
2025
Q2 | $1.61M | Buy |
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|
2025
Q1 | $949K | Buy |
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|
2024
Q4 | $965K | Buy |
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|
2024
Q3 | $386K | Buy |
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|
2024
Q2 | $407K | Buy |
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|
2024
Q1 | $408K | Buy |
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|
2023
Q4 | $506K | Hold |
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|
2023
Q3 | $371K | Sell |
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|
2023
Q2 | $453K | Sell |
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|
2023
Q1 | $586K | Hold |
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|
2022
Q4 | $526K | Sell |
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|
2022
Q3 | $525K | Buy |
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|
2022
Q2 | $586K | Sell |
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|
2022
Q1 | $746K | Buy |
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|
2021
Q4 | $662K | Buy |
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|
2021
Q3 | $659K | Hold |
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|
2021
Q2 | $717K | Buy |
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|
2021
Q1 | $561K | Buy |
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|
2020
Q4 | $411K | Sell |
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|
2020
Q3 | $372K | Buy |
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|
2020
Q2 | $406K | Buy |
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|
2020
Q1 | $324K | Buy |
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