TCWA
Turtle Creek Wealth Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
+8,139
| New | +$1.71M | 0.2% | 93 |
|
|
2024
Q4 | – | Sell |
-6,750
| Closed | -$1.03M | – | 84 |
|
|
2024
Q3 | $1.03M | Sell |
6,750
-348
| -5% | -$52.9K | 0.21% | 75 |
|
|
2024
Q2 | $1.29M | Buy |
7,098
+2,178
| +44% | +$396K | 0.3% | 64 |
|
|
2024
Q1 | $950K | Buy |
4,920
+177
| +4% | +$34.2K | 0.23% | 74 |
|
|
2023
Q4 | $1.24M | Buy |
+4,743
| New | +$1.24M | 0.36% | 65 |
|