WMG Financial Advisors’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Sell |
2,358
-241
| -9% | -$50.5K | 0.18% | 79 |
|
|
2025
Q1 | $443K | Sell |
2,599
-76
| -3% | -$13K | 0.19% | 80 |
|
|
2024
Q4 | $473K | Buy |
2,675
+235
| +10% | +$41.6K | 0.2% | 77 |
|
|
2024
Q3 | $371K | Sell |
2,440
-49
| -2% | -$7.45K | 0.17% | 87 |
|
|
2024
Q2 | $453K | Sell |
2,489
-108
| -4% | -$19.7K | 0.24% | 67 |
|
|
2024
Q1 | $501K | Buy |
2,597
+67
| +3% | +$12.9K | 0.29% | 61 |
|
|
2023
Q4 | $659K | Sell |
2,530
-1,000
| -28% | -$261K | 0.43% | 46 |
|
|
2023
Q3 | $677K | Sell |
3,530
-50
| -1% | -$9.58K | 0.57% | 39 |
|
|
2023
Q2 | $756K | Buy |
3,580
+30
| +0.8% | +$6.34K | 0.56% | 45 |
|
|
2023
Q1 | $761K | Sell |
3,550
-500
| -12% | -$107K | 0.63% | 43 |
|
|
2022
Q4 | $771K | Hold |
4,050
| – | – | 0.66% | 46 |
|
|
2022
Q3 | $489K | Buy |
4,050
+75
| +2% | +$9.06K | 0.44% | 60 |
|
|
2022
Q2 | $545K | Sell |
3,975
-8
| -0.2% | -$1.1K | 0.47% | 57 |
|
|
2022
Q1 | $768K | Hold |
3,983
| – | – | 0.56% | 41 |
|
|
2021
Q4 | $801K | Buy |
+3,983
| New | +$801K | 0.62% | 42 |
|