WFA
West Financial Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Hold |
633
| – | – | 0.02% | 71 |
|
|
2025
Q1 | $108K | Hold |
633
| – | – | 0.02% | 75 |
|
|
2024
Q4 | $112K | Buy |
633
+200
| +46% | +$35.4K | 0.02% | 73 |
|
|
2024
Q3 | $65.8K | Hold |
433
| – | – | 0.01% | 78 |
|
|
2024
Q2 | $78.8K | Hold |
433
| – | – | 0.02% | 70 |
|
|
2024
Q1 | $83.6K | Hold |
433
| – | – | 0.02% | 69 |
|
|
2023
Q4 | $113K | Sell |
433
-20
| -4% | -$5.21K | 0.03% | 63 |
|
|
2023
Q3 | $86.8K | Hold |
453
| – | – | 0.02% | 69 |
|
|
2023
Q2 | $95.7K | Buy |
453
+20
| +5% | +$4.22K | 0.02% | 65 |
|
|
2023
Q1 | $92K | Hold |
433
| – | – | 0.02% | 68 |
|
|
2022
Q4 | $82.5K | Hold |
433
| – | – | 0.02% | 66 |
|
|
2022
Q3 | $52K | Buy |
433
+233
| +117% | +$28K | 0.02% | 98 |
|
|
2022
Q2 | $27K | Hold |
200
| – | – | 0.01% | 114 |
|
|
2022
Q1 | $38K | Hold |
200
| – | – | 0.01% | 108 |
|
|
2021
Q4 | $40K | Hold |
200
| – | – | 0.01% | 116 |
|
|
2021
Q3 | $44K | Buy |
+200
| New | +$44K | 0.01% | 102 |
|