TriaGen Wealth 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 | $489K | Hold |
2,336
| – | – | 0.15% | 114 |
|
|
2025
Q1 | $398K | Sell |
2,336
-10,300
| -82% | -$1.76M | 0.14% | 120 |
|
|
2024
Q4 | $2.24M | Sell |
12,636
-100
| -0.8% | -$17.7K | 0.75% | 34 |
|
|
2024
Q3 | $1.94M | Buy |
12,736
+9,810
| +335% | +$1.49M | 0.65% | 41 |
|
|
2024
Q2 | $533K | Buy |
2,926
+490
| +20% | +$89.2K | 0.21% | 97 |
|
|
2024
Q1 | $470K | Buy |
2,436
+500
| +26% | +$96.5K | 0.2% | 100 |
|
|
2023
Q4 | $505K | Sell |
1,936
-382
| -16% | -$99.6K | 0.24% | 91 |
|
|
2023
Q3 | $444K | Hold |
2,318
| – | – | 0.23% | 97 |
|
|
2023
Q2 | $489K | Hold |
2,318
| – | – | 0.22% | 103 |
|
|
2023
Q1 | $492K | Hold |
2,318
| – | – | 0.25% | 95 |
|
|
2022
Q4 | $442K | Hold |
2,318
| – | – | 0.25% | 99 |
|
|
2022
Q3 | $281K | Sell |
2,318
-74
| -3% | -$8.97K | 0.16% | 129 |
|
|
2022
Q2 | $327K | Hold |
2,392
| – | – | 0.23% | 101 |
|
|
2022
Q1 | $458K | Hold |
2,392
| – | – | 0.24% | 110 |
|
|
2021
Q4 | $482K | Hold |
2,392
| – | – | 0.24% | 104 |
|
|
2021
Q3 | $526K | Sell |
2,392
-115
| -5% | -$25.3K | 0.29% | 96 |
|
|
2021
Q2 | $568K | Buy |
2,507
+490
| +24% | +$111K | 0.29% | 93 |
|
|
2021
Q1 | $514K | Buy |
2,017
+10
| +0.5% | +$2.55K | 0.3% | 92 |
|
|
2020
Q4 | $430K | Buy |
+2,007
| New | +$430K | 0.25% | 107 |
|