Worth Financial 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 | $340K | Buy |
1,624
+177
| +12% | +$37.1K | 0.21% | 104 |
|
|
2025
Q1 | $247K | Buy |
+1,447
| New | +$247K | 0.16% | 139 |
|
|
2024
Q2 | – | Sell |
-1,515
| Closed | -$292K | – | 150 |
|
|
2024
Q1 | $292K | Sell |
1,515
-234
| -13% | -$45.2K | 0.2% | 111 |
|
|
2023
Q4 | $456K | Buy |
1,749
+496
| +40% | +$129K | 0.36% | 73 |
|
|
2023
Q3 | $240K | Buy |
+1,253
| New | +$240K | 0.22% | 107 |
|