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Synergy Asset Management’s Boeing BA Stock Holding History

Synergy Asset Management’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$331K Buy
1,664
+63
+4% +$14.3K 0.04% 197
2025
Q4 		$348K Sell
1,601
-3,330
-68% -$685K 0.04% 159
2025
Q3 		$1.05M Buy
4,931
+3,331
+208% +$751K 0.04% 166
2025
Q2 		$335K Sell
1,600
-6
-0.4% -$1.13K 0.04% 146
2025
Q1 		$274K Sell
1,606
-70
-4% -$12.1K 0.03% 148
2024
Q4 		$288K Sell
1,676
-24,759
-94% -$3.89M 0.02% 174
2024
Q3 		$4.02M Buy
26,435
+24,630
+1,365% +$4.22M 0.61% 37
2024
Q2 		$329K Buy
1,805
+315
+21% +$56.1K 0.05% 104
2024
Q1 		$288K Sell
1,490
-30
-2% -$6.17K 0.05% 104
2023
Q4 		$396K Buy
1,520
+94
+7% +$20.1K 0.07% 102
2023
Q3 		$273K Buy
1,426
+117
+9% +$25.6K 0.05% 105
2023
Q2 		$276K Buy
1,309
+15
+1% +$3.12K 0.07% 77
2023
Q1 		$275K Buy
1,294
+210
+19% +$43.6K 0.07% 97
2022
Q4 		$206K Sell
1,084
-970
-47% -$159K 0.05% 99
2022
Q3 		$249K Sell
2,054
-60
-3% -$9.2K 0.07% 87
2022
Q2 		$289K Buy
2,114
+1
+0% +$148 0.08% 80
2022
Q1 		$405K Buy
2,113
+793
+60% +$159K 0.1% 74
2021
Q4 		$266K Sell
1,320
-458
-26% -$96.8K 0.06% 81
2021
Q3 		$391K Sell
1,778
-195
-10% -$43.5K 0.09% 63
2021
Q2 		$473K Buy
+1,973
New +$477K 0.13% 62

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