Trek Financial’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 | $553K | Buy |
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|
2025
Q2 | $524K | Sell |
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|
2025
Q1 | $467K | Buy |
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|
2024
Q4 | $408K | Buy |
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|
2024
Q3 | $342K | Buy |
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|
2024
Q2 | $406K | Buy |
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|
2024
Q1 | $380K | Sell |
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|
2023
Q4 | $556K | Buy |
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|
2023
Q3 | $322K | Buy |
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|
2023
Q2 | $215K | Buy |
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|
2023
Q1 | $213K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $201K | Sell |
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|
2021
Q2 | $228K | Buy |
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|
2021
Q1 | $233K | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $298K | Sell |
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|
2019
Q3 | $370K | Sell |
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|
2019
Q2 | $361K | Buy |
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|
2019
Q1 | $309K | Buy |
|