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TritonPoint Wealth’s Boeing BA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.86M Sell
47,072
-1,254
-3% -$263K 0.91% 26
2025
Q1
$8.24M Buy
48,326
+767
+2% +$131K 0.78% 33
2024
Q4
$8.42M Sell
47,559
-19,469
-29% -$3.45M 0.76% 31
2024
Q3
$10.5M Buy
67,028
+5,871
+10% +$918K 0.96% 26
2024
Q2
$11.1M Sell
61,157
-964
-2% -$175K 1.07% 23
2024
Q1
$9.32M Buy
62,121
+23,607
+61% +$3.54M 0.97% 26
2023
Q4
$10M Buy
+38,514
New +$10M 0.98% 25