Synergy Asset Management’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$335K Sell
1,600
-6
-0.4% -$1.26K 0.04% 146
2025
Q1
$274K Sell
1,606
-70
-4% -$11.9K 0.03% 148
2024
Q4
$288K Sell
1,676
-24,759
-94% -$4.26M 0.02% 174
2024
Q3
$4.02M Buy
26,435
+24,630
+1,365% +$3.74M 0.61% 37
2024
Q2
$329K Buy
1,805
+315
+21% +$57.3K 0.05% 104
2024
Q1
$288K Sell
1,490
-30
-2% -$5.79K 0.05% 104
2023
Q4
$396K Buy
1,520
+94
+7% +$24.5K 0.07% 102
2023
Q3
$273K Buy
1,426
+117
+9% +$22.4K 0.05% 105
2023
Q2
$276K Buy
1,309
+15
+1% +$3.17K 0.07% 77
2023
Q1
$275K Buy
1,294
+210
+19% +$44.6K 0.07% 97
2022
Q4
$206K Sell
1,084
-970
-47% -$185K 0.05% 99
2022
Q3
$249K Sell
2,054
-60
-3% -$7.27K 0.07% 87
2022
Q2
$289K Buy
2,114
+1
+0% +$137 0.08% 80
2022
Q1
$405K Buy
2,113
+793
+60% +$152K 0.1% 74
2021
Q4
$266K Sell
1,320
-458
-26% -$92.3K 0.06% 81
2021
Q3
$391K Sell
1,778
-195
-10% -$42.9K 0.09% 63
2021
Q2
$473K Buy
+1,973
New +$473K 0.13% 62