Valley Financial Group’s Boeing BA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$209K	Buy	+998	New	+$209K	0.13%	59
2024 Q3	–	Sell	-1,162	Closed	-$211K	–	57
2024 Q2	$211K	Hold	1,162	–	–	0.16%	55
2024 Q1	$224K	Hold	1,162	–	–	0.17%	51
2023 Q4	$303K	Buy	+1,162	New	+$303K	0.24%	46