Zhang Financial’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
1,516
+311
| +26% | +$65.2K | 0.01% | 238 |
|
|
2025
Q1 | $206K | Sell |
1,205
-68
| -5% | -$11.6K | 0.01% | 290 |
|
|
2024
Q4 | $225K | Sell |
1,273
-266
| -17% | -$47.1K | 0.01% | 268 |
|
|
2024
Q3 | $234K | Buy |
1,539
+40
| +3% | +$6.08K | 0.01% | 253 |
|
|
2024
Q2 | $273K | Buy |
1,499
+5
| +0.3% | +$910 | 0.02% | 233 |
|
|
2024
Q1 | $288K | Sell |
1,494
-96
| -6% | -$18.5K | 0.02% | 227 |
|
|
2023
Q4 | $414K | Buy |
1,590
+279
| +21% | +$72.7K | 0.04% | 194 |
|
|
2023
Q3 | $251K | Sell |
1,311
-29
| -2% | -$5.56K | 0.03% | 209 |
|
|
2023
Q2 | $283K | Buy |
1,340
+49
| +4% | +$10.3K | 0.03% | 204 |
|
|
2023
Q1 | $274K | Hold |
1,291
| – | – | 0.03% | 196 |
|
|
2022
Q4 | $246K | Buy |
+1,291
| New | +$246K | 0.03% | 202 |
|
|
2020
Q1 | – | Sell |
-644
| Closed | -$210K | – | 92 |
|
|
2019
Q4 | $210K | Buy |
+644
| New | +$210K | 0.08% | 97 |
|
|
2018
Q3 | – | Sell |
-616
| Closed | -$207K | – | 79 |
|
|
2018
Q2 | $207K | Buy |
+616
| New | +$207K | 0.11% | 73 |
|