Traphagen Investment 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 | $290K | Buy |
1,384
+17
| +1% | +$3.56K | 0.03% | 149 |
|
|
2025
Q1 | $233K | Sell |
1,367
-104
| -7% | -$17.7K | 0.02% | 161 |
|
|
2024
Q4 | $260K | Buy |
+1,471
| New | +$260K | 0.03% | 149 |
|
|
2024
Q2 | – | Sell |
-1,746
| Closed | -$337K | – | 176 |
|
|
2024
Q1 | $337K | Sell |
1,746
-13
| -0.7% | -$2.51K | 0.04% | 126 |
|
|
2023
Q4 | $458K | Buy |
1,759
+278
| +19% | +$72.5K | 0.05% | 107 |
|
|
2023
Q3 | $284K | Buy |
1,481
+119
| +9% | +$22.8K | 0.04% | 125 |
|
|
2023
Q2 | $288K | Buy |
+1,362
| New | +$288K | 0.04% | 124 |
|
|
2019
Q4 | – | Sell |
-564
| Closed | -$215K | – | 122 |
|
|
2019
Q3 | $215K | Buy |
564
+2
| +0.4% | +$761 | 0.06% | 103 |
|
|
2019
Q2 | $205K | Buy |
562
+32
| +6% | +$11.7K | 0.05% | 107 |
|
|
2019
Q1 | $202K | Buy |
+530
| New | +$202K | 0.06% | 102 |
|