Annex Advisory Services’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $994K | Sell |
4,594
-200
| -4% | -$44.5K | 0.02% | 194 |
|
|
2026
Q1 | $954K | Buy |
4,794
+126
| +3% | +$28.7K | 0.02% | 190 |
|
|
2025
Q4 | $1.01M | Buy |
4,668
+3,662
| +364% | +$753K | 0.02% | 181 |
|
|
2025
Q3 | $217K | Buy |
1,006
+16
| +2% | +$3.61K | ﹤0.01% | 297 |
|
|
2025
Q2 | $207K | Buy |
+990
| New | +$187K | 0.01% | 301 |
|
|
2025
Q1 | – | Sell |
-1,160
| Closed | -$205K | – | 313 |
|
|
2024
Q4 | $205K | Buy |
+1,160
| New | +$182K | 0.01% | 297 |
|
|
2024
Q3 | – | Sell |
-1,289
| Closed | -$235K | – | 288 |
|
|
2024
Q2 | $235K | Sell |
1,289
-61
| -5% | -$10.9K | 0.01% | 251 |
|
|
2024
Q1 | $261K | Sell |
1,350
-1,118
| -45% | -$230K | 0.01% | 243 |
|
|
2023
Q4 | $643K | Buy |
2,468
+942
| +62% | +$201K | 0.03% | 152 |
|
|
2023
Q3 | $293K | Buy |
1,526
+22
| +1% | +$4.81K | 0.02% | 200 |
|
|
2023
Q2 | $318K | Sell |
1,504
-3,447
| -70% | -$716K | 0.02% | 182 |
|
|
2023
Q1 | $1.05M | Sell |
4,951
-1,292
| -21% | -$268K | 0.06% | 107 |
|
|
2022
Q4 | $1.19M | Sell |
6,243
-5,853
| -48% | -$957K | 0.07% | 107 |
|
|
2022
Q3 | $1.47M | Sell |
12,096
-2,447
| -17% | -$375K | 0.1% | 100 |
|
|
2022
Q2 | $1.99M | Sell |
14,543
-9,362
| -39% | -$1.38M | 0.14% | 95 |
|
|
2022
Q1 | $4.58M | Sell |
23,905
-1,648
| -6% | -$331K | 0.33% | 57 |
|
|
2021
Q4 | $5.14M | Sell |
25,553
-873
| -3% | -$184K | 0.35% | 53 |
|
|
2021
Q3 | $5.81M | Buy |
26,426
+1,189
| +5% | +$265K | 0.48% | 32 |
|
|
2021
Q2 | $6.03M | Buy |
25,237
+3,140
| +14% | +$759K | 0.49% | 27 |
|
|
2021
Q1 | $5.63M | Buy |
22,097
+8,853
| +67% | +$1.97M | 0.54% | 26 |
|
|
2020
Q4 | $2.83M | Buy |
13,244
+92
| +0.7% | +$17.7K | 0.28% | 57 |
|
|
2020
Q3 | $2.17M | Buy |
13,152
+235
| +2% | +$40.1K | 0.28% | 42 |
|
|
2020
Q2 | $2.37M | Buy |
12,917
+211
| +2% | +$32.4K | 0.33% | 39 |
|
|
2020
Q1 | $1.9M | Buy |
12,706
+848
| +7% | +$232K | 0.27% | 37 |
|
|
2019
Q4 | $3.86M | Buy |
11,858
+1,837
| +18% | +$650K | 0.47% | 24 |
|
|
2019
Q3 | $3.81M | Buy |
10,021
+3,567
| +55% | +$1.28M | 0.51% | 21 |
|
|
2019
Q2 | $2.35M | Buy |
6,454
+4,348
| +206% | +$1.59M | 0.33% | 34 |
|
|
2019
Q1 | $803K | Sell |
2,106
-28
| -1% | -$10.8K | 0.12% | 73 |
|
|
2018
Q4 | $688K | Buy |
2,134
+230
| +12% | +$79.5K | 0.11% | 79 |
|
|
2018
Q3 | $708K | Sell |
1,904
-56
| -3% | -$19.7K | 0.11% | 76 |
|
|
2018
Q2 | $658K | Buy |
1,960
+61
| +3% | +$21K | 0.11% | 76 |
|
|
2018
Q1 | $623K | Sell |
1,899
-82
| -4% | -$27.7K | 0.11% | 80 |
|
|
2017
Q4 | $584K | Sell |
1,981
-50
| -2% | -$13.5K | 0.11% | 71 |
|
|
2017
Q3 | $516K | Sell |
2,031
-125
| -6% | -$29.1K | 0.11% | 75 |
|
|
2017
Q2 | $426K | Sell |
2,156
-295
| -12% | -$54.9K | 0.09% | 83 |
|
|
2017
Q1 | $433K | Buy |
2,451
+928
| +61% | +$158K | 0.11% | 77 |
|
|
2016
Q4 | $237K | Buy |
+1,523
| New | +$222K | 0.06% | 96 |
|
|
2016
Q2 | – | Sell |
-6,696
| Closed | -$850K | – | 116 |
|
|
2016
Q1 | $850K | Buy |
6,696
+766
| +13% | +$95.1K | 0.24% | 30 |
|
|
2015
Q4 | $857K | Buy |
5,930
+593
| +11% | +$85.4K | 0.25% | 27 |
|
|
2015
Q3 | $699K | Buy |
5,337
+712
| +15% | +$98.8K | 0.23% | 28 |
|
|
2015
Q2 | $642K | Buy |
4,625
+1,347
| +41% | +$196K | 0.21% | 33 |
|
|
2015
Q1 | $492K | Buy |
3,278
+840
| +34% | +$122K | 0.16% | 40 |
|
|
2014
Q4 | $317K | Buy |
2,438
+863
| +55% | +$109K | 0.1% | 63 |
|
|
2014
Q3 | $201K | Buy |
+1,575
| New | +$198K | 0.07% | 80 |
|
Other funds holding BA
DLA
CNB
CAM
AIP
P
AHB
QCM
DC
FSA
CWM