Wallace Advisory 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 | $609K | Buy |
3,570
+44
| +1% | +$7.5K | 0.44% | 60 |
|
2025
Q1 | $624K | Buy |
3,526
+853
| +32% | +$151K | 0.43% | 61 |
|
2024
Q4 | $406K | Buy |
2,673
+1,371
| +105% | +$208K | 0.28% | 96 |
|
2024
Q3 | $237K | Sell |
1,302
-37
| -3% | -$6.73K | 0.17% | 154 |
|
2024
Q2 | $244K | Buy |
+1,339
| New | +$244K | 0.18% | 153 |
|